Investing Insights
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Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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New Crypto ETFs Are Coming. Here's How Investors Can Prepare
ETF Share Classes Are a Go for Dimensional: Here’s What Investors Need to Know
On this episode:
What was your reaction to...
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Investors’ exuberance is fueling this year’s stock rally, but will key economic risks dampen the market’s mood? The current bull run has lifted stocks...
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a...
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look mor...
What You Need to Know Before Choosing a Stock ETF
Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensat...
Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors
Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world’s most valuable company says it coul...
Do Dividend Stocks Benefit From Non-US Revenue?
The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or ge...
This Classic Investment Strategy Is Still Alive in 2025
Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a ma...
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?
It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and...
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from...
Why Bonds Belong in Your Diversified Portfolio (Even Now)
Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifier...
Covered-Call ETFs Are Booming. But Not All Yield Is Good
Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investm...
This Dividend Investing Strategy Deserves a Second Look
Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit fr...
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market vo...
Market Volatility: 4 Key Factors to Track in Q3 2025
Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for ma...
Is the International Outlook Brighter Than the US?
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They a...
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a loo...
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and pr...
Market Volatility: Portfolio Diversification Is Winning in 2025
Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market vo...
13 Elite Companies With Fast-Growing Dividends
David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Divi...
Market Volatility: The Stock Strategies That Are Paying Off in 2025
Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and under...
Worried About Inflation? What to Know Before Buying TIPS ETFs
Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to c...
Market Volatility: The Trade Deals That Could Calm Wall Street
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ri...
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.
Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at thi...
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rul...
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are risin...
Market Volatility: What Lies Ahead in Trump's Trade War
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff...
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that p...
Does It Pay to Copy Congress' Stock Trades?
Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressiona...
Can Healthcare Stocks Keep Outperforming the Market?
Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she see...
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good...
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after...
Why the Bond Market Looks Brighter Than It Did in 2022
Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment off...
Where to Find Bargain Stocks in an Expensive Market
David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market...
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend g...
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both in...
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for i...
Introducing The Morning Filter
Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.
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Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldste...
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, an...