Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the hidden risks in stock ETFs and what investors should look out for. Dan is a senior manager research analyst for Morningstar Research Services and the editor of Morningstar’s ETFInvestor newsletter. Can you talk about the idea that ETFs should be able to compensate investors for the risk they take on? What is an “appropriate level of return”?When looking at the risk and return profiles of ETFs, the term “active risk” often comes up. Can you give us a definition?What kinds of funds have the lowest active risk?Can you give an example of two ETFs that appear similar but take on different levels of risk?You’ve written that “any stock ETF with fewer than 100 holdings is a red flag.” Why is that?Does the management style of the fund make a difference for concentrated funds? Would a passive, index-tracking ETF run into the same issues as an actively managed ETF?Thematic ETFs are a popular example of concentrated portfolios with high active risk. How have they performed?Do investors tend to miss the timing on thematic funds? It seems like strong returns tend to be short-lived.At Morningstar, we often talk about fees as a predictor of performance. Do you see the same thing here?Should investors always choose a fund that takes on predictable risk? Or are there cases where higher active risk is worth it?What is one takeaway you have for investors that are trying to choose an ETF? Read about topics from this episode. Subscribe to Morningstar’s ETFInvestor newsletter. The Hidden Risks in New ETFsThe Best ETFs and How They Fit in Your PortfolioMorningstar′s Guide to ETF InvestingPassive Funds Beat Active Amid This Year’s Market Volatility What to watch from Morningstar. Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold InvestorsDo Dividend Stocks Benefit From Non-US Revenue?This Classic Investment Strategy Is Still Alive in 2025These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio? Read what our team is writing.Daniel SotiroffMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world’s most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors are debating whether the market is experiencing an AI boom or AI bubble. How should buy-and-hold investors think about investing in AI—are there any undervalued stocks left today? Dave Sekera is chief US market strategist at Morningstar Research Services and co-host of The Morning Filter podcast.Learn about the new Morningstar Medalist Ratings for semiliquid funds during a live webinar on Morningstar’s YouTube channel on Wednesday, Sept. 10. CEO Kunal Kapoor and ETF and Passive Strategies Research Director Bryan Armour will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.On this episode: Welcome back to Investing Insights, Dave. Nvidia recently wrapped up the Magnificent Seven’s earnings season showing AI spending is still strong. What does this mean for the tech-driven stock market rally? Do you think investors’ expectations for these mega-cap names are unreasonably high? Why or why not? Nvidia is sitting at the center of a geopolitical rivalry between US and China. The company says they didn’t sell its sophisticated AI chips to China in the previous quarter, and that a $50 billion opportunity exists. What do you make of this bottleneck and its impact? Many market watchers are divided over whether the current environment is an AI boom or AI bubble. Can you talk about Morningstar’s outlook? How should buy-and-hold investors think about investing in artificial intelligence? What are the most undervalued AI stocks right now? What do you think about the big bets Wall Street and Main Street are making on AI? What do you think individual investors should keep in mind? How is AI transforming Morningstar? Read about topics from this episode. Subscribe to The Morning Filter on Apple Podcasts, or wherever you get your podcasts.5 Stocks to Buy Before Their Big Discounts DisappearMarvell Earnings: Buy the Dip and Focus on the FundamentalsNvidia Earnings: No Signs of a Slowdown in Demand for AI ChipsThese Are the Best Mag Seven Stocks to Consider for AI InvestingThe Best AI Stocks to Buy NowInvestors First: Evolving Expectations and Expanding Access What to watch from Morningstar. Do Dividend Stocks Benefit From Non-US Revenue?This Classic Investment Strategy Is Still Alive in 2025These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working? Read what our team is writing.David SekeraKunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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 geopolitical risks. That’s due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Morningstar’s DividendInvestor newsletter found several well-known names generate sizable revenue overseas. So, how should investors balance US vs. non-US equity exposure? Morningstar’s DividendInvestor newsletter editor David Harrell explains what investors should know. Learn about Morningstar’s new Medalist Ratings for semiliquid funds during a live webinar on Morningstar’s YouTube channel on Wednesday, September 10th. CEO Kunal Kapoor and Global Head of Manager Research Laura Lutton will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series. On this episode:You recently analyzed the international revenue exposure of dozens of dividend-paying stocks. But this wasn’t the first time. Why did you decide to revisit this?Let’s dissect the investigation. How did you choose which stocks to focus on, and what was the criteria? How did the recent results compare to the findings in 2021? Were there any surprises?Let’s zoom in on the revenue. Which dividend stocks increased or decreased their US revenue exposure?Morningstar analysts consider some of these dividend payers undervalued. Let’s first focus on names with more US revenue exposure. Who are they?Which companies with more international revenue exposure are undervalued?International stocks are having a long-awaited banner year versus US stocks. Are investors whose only international revenue exposure is these US-based stocks benefiting from this international rally?How should investors balance US vs. non-US equity exposure in their portfolios? That is, what if investors looking at their portfolio see that they have home-country bias? What should they consider from a diversification standpoint?Welcome to Investing Insights, Kunal. Let’s get started with you telling the audience a bit about your career here at Morningstar. It started back in the late 90s, right?Your series, Investors First, is airing live on YouTube for the first time on September 10th. Can you tell us about the mission behind it? What are you hoping to achieve with the series?It’s important to have these conversations with investors. What can Morningstar do to further empower them?Investors have experienced a lot of short-term volatility this year. How do folks stay focused on their long-term goals? Read about topics from this episode. Subscribe to Morningstar’s DividendInvestor newsletter. Why 2025 Is the Year to Invest in International Stocks Why It’s Not Too Late to Add International Exposure What Investors Can Learn from Dow’s 50% Dividend Cut Where to Find Bargain Stocks in an Expensive Market Watch more from the Investors First series:Investors First: Evolving Expectations and Expanding Access Where Should Investors Look Next Among Economic Mixed Messages? Investors First: Navigating the Rise of Active ETFs in a Competitive Market Investors First: The Convergence of Public and Private Markets What to watch from Morningstar. This Classic Investment Strategy Is Still Alive in 2025 These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now) Read what our team is writing.David Harrell Kunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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 matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, an all-stock portfolio would have held up better. However, a historical deep dive from Morningstar concluded that the tried-and-true approach lessened the pain in almost all of the worst market crashes in 150 years better than an all-stock portfolio. Morningstar Inc Portfolio Strategist Amy Arnott discusses the 60/40 portfolio’s ups and downs and its performance in 2025.On this episode:What is a 60/40 portfolio, and why is it popular? We often hear claims that the 60/40 portfolio is “dead” or obsolete. Why does it get criticized so much? Some of that criticism flared up in 2022. Why was the performance so bad for the 60/40 portfolio that year? Volatility has rocked the markets in 2025. How has the classic investment strategy done so far this year? Are there any asset classes that have performed better so far in 2025? Why? And which ones have struggled? Interest rates are sitting above 4%, but market watchers are anticipating the Federal Reserve will cut rates in September. What could that mean for the fixed-income part of the 60/40 portfolio? How do you think the 60/40 portfolio will perform over the next few years? Should people still rely on the 60/40 portfolio, or is another strategy better like the 70/30 or 50/30/20, which can be a mix of stocks, bonds, and alternatives? The tried-and-true strategy has proved its worth. So, what’s the final takeaway for current retirees, future retirees, or anyone seeking less risk?Read about topics from this episode. The 60/40 Portfolio: A 150-Year Markets Stress TestIs the 60/40 Portfolio Feeling ’22?What We’ve Learned From 150 Years of Stock Market CrashesHow Does Your 60/40 Portfolio Allocation Compare With the Pros?Why 2025 Is the Year to Invest in International StocksWhy It’s Not Too Late to Add International ExposureWhy Holding Assets Outside the US Dollar Has Paid Off in 2025How to Use Gold in Your PortfolioPortfolio Diversification Is Winning in 2025 What to watch from Morningstar. These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now)Covered-Call ETFs Are Booming. But Not All Yield Is Good Read what our team is writing.Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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 some aren’t worthy investments at all. A popular feature from Morningstar’s FundInvestor newsletter greatly shrinks the list and can help you home in on the winners. Russ Kinnel is the newsletter editor and senior principal of ratings for Morningstar Research Services. And he’s here to brag about his thrilling funds list. On this episode:Let’s begin with the idea behind the thrilling funds list. How did this get started, and what’s the mission? You start with thousands of fund share classes. How do you narrow the list to a few dozen, and what are you looking for? Thirty-three funds met your high standards and made the cut, and they’re all repeats. Did that surprise you? What kept some funds off this year’s list?A select group of these standouts are making big bets. Let’s start with the only thrilling fund from the diversified emerging-markets category.A trio of foreign large growth funds from Fidelity are focusing heavily on financials and industrials. What’s their story, and what makes each of these unique? Can you describe the funds that are wagering big time on the tech sector? The healthcare sector has struggled this year. But some funds from Vanguard, Fidelity, and Dodge & Cox appear ready to benefit from a rebound, right? Talk about those funds. Where should fixed-income investors look if they’re tweaking that side of their portfolio? Which income and dividend-focused funds are outshining their category peers? And finally, how can the audience test the funds in their portfolio against your thrilling list? Read about topics from this episode. The Thrilling 33How Smart People Screen for FundsStop Screening Funds This WayWorried About a Market Selloff? These 10 Funds Reduce Portfolio RiskThe Big Secret to Long-Term Investment SuccessHoly Smokes! These Funds Could Get Barbecued4 New Funds on Our RadarMorningstar Medalist Rating for Funds What to watch from Morningstar. Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now)Covered-Call ETFs Are Booming. But Not All Yield Is GoodThis Dividend Investing Strategy Deserves a Second Look Read what our team is writing.Russel KinnelIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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 the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices for driving interest in these ETFs. The lure of investing in gold ETFs can vary from wanting to diversify a portfolio, hedge against inflation risks, or simply bet on rising prices. Bryan Armour explains what you should know about this speculative asset. He’s the director of ETF and passive strategies research for North America at Morningstar Research Services. On this episode:What are gold ETFs, how many types are there, and how do they work? The World Gold Council says there was strong demand for global gold ETFs in the first half of 2025. How much money has flowed in and out of these ETFs, and what’s your take on that?How have gold ETFs held up against market volatility in 2025? How does it compare with other periods of uncertainty? Let’s talk about your recent article about how to choose the right gold ETFs. You pointed out that a two-month launch difference helped create a big gap in assets between the two largest gold ETFs. Can you talk about the rivalry between SPDR Gold Shares GLD and iShares Gold Trust IAU?You listed those two ETFs and several others as top gold ETFs in your article. What makes one of these ETFs different from the other? What should investors zoom in on to find the right ETF for them? How do trading costs affect buy-and-hold investors and day traders differently?The IRS applies a different tax treatment to gold than stocks or bonds. What should investors know? What are the best gold ETFs, and why?Let’s quickly pivot to another speculative asset. People sometimes refer to bitcoin as digital gold. Is that a fair comparison? How has it performed so far this year?Would you say gold ETFs or bitcoin has served as a better hedge?Read about topics from this episode. Digging for Gold With ETFs 5 Tips for Trading ETFs How to Use Gold in Your Portfolio Commodities vs. Gold: Which Is the Better Inflation Hedge? 3 ETFs to Diversify Your Portfolio Diversification Landscape: Building Diversified PortfoliosMorningstar′s Guide to ETF Investing What to watch from Morningstar. Why Bonds Belong in Your Diversified Portfolio (Even Now) Covered-Call ETFs Are Booming. But Not All Yield Is GoodThis Dividend Investing Strategy Deserves a Second LookMarket Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal? Read what our team is writing.Bryan ArmourIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains why you need bonds for a balanced portfolio.Let’s start with how you’re thinking about the bond market in 2025. Can you talk about what you have considered key moments this year? As a follow-up, what is at the core of the bond market’s concerns?We’re recording this episode on July 30th around 10:30am. The Fed is expected to announce their interest-rate decision this afternoon. Market watchers are predicting the Fed will hold rates steady. High interest rates pose a risk to bonds. What other risks should investors watch out for now? Some bond investors are seeking a “Powell hedge” due to expectations that Trump could oust the Fed Chair. What are they hedging against, and is this something everyday investors need to think about? What’s the probability of Trump firing Powell before the Fed Chair’s term ends in May 2026, and who would be the ideal candidate? We have talked about how the memory of the worst bond market ever in 2022 is still lingering. However, bonds served as diversifiers during stock sell-offs earlier this year. Why do you think bonds can’t shake the bad rap?What’s the optimal bond allocation in a diversified portfolio during a high-rate environment? Should investors focus more on whether their holdings are short- or long-term, or is credit quality a bigger issue?What are the best bonds for portfolio diversification?What’s the takeaway for fixed-income investors for the rest of 2025? Read about topics from this episode. Investors Should Embrace Elevated Bond Yields3 Principles to Invest By, Whatever Comes NextWhy the Fed’s Independence Matters to Markets, the Economy, and Your Wallet4 Top-Performing High-Yield Bond FundsTariffs and Dollar Weakness Tested US ResilienceIncome Opportunities Remain at the Front End of the Yield Curve What to watch from Morningstar. Covered-Call ETFs Are Booming. But Not All Yield Is GoodThis Dividend Investing Strategy Deserves a Second LookMarket Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?Market Volatility: 4 Key Factors to Track in Q3 2025 Read what our team is writing.Paul OlmstedIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards. On this episode:What are covered-call ETFs, and how do they work?Why are retirees and other income investors drawn to these ETFs? What’s making them so popular this year?Their yields look very high. What is driving them?What types of trade-offs are investors making?ETFs are known to be tax-efficient investments. What are the tax considerations for covered-call ETFs?Should you hold covered-call ETFs in a taxable or tax-deferred account?What’s the optimal retirement account to hold covered-call ETFs?Let’s talk about covered-call ETF performance in 2025. What have you’ve seen?Which covered-call ETFs do Morningstar analysts consider a solid choice for investors, and why? Read about topics from this episode. Should You Own a Covered-Call ETF Like JEPI? Is It Time to Reconsider Dividend Funds? 3 Great ETFs for Jittery Markets Covered-Call and Buffer ETFs: Stock Investing With Less Gain but Less PainCovered-Call and Buffer ETFs: Do the Pros Outweigh the Cons?100% Downside Protection ETFs: What’s the Catch?Our 2025 ETF Predictions: A Midyear ReviewCovered-Call Stock Funds Like JEPI Are Popular. Should They Be?The Active ETFs That Led Inflows During 2025’s First Half5 Charts on How Tariff Trouble Rocked US Fund FlowsInvestors, Be Careful When Buying New ETFsTax-Efficient Retirement-Bucket Portfolios for ETF Investors25 Top Picks for Tax-Efficient ETFs and Mutual FundsHow to Maximize the Tax Efficiency of an ETF Portfolio3 Great ETFs for an IRA in 2025The Best ETFs and How They Fit in Your Portfolio What to watch from Morningstar. This Dividend Investing Strategy Deserves a Second LookMarket Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?Market Volatility: 4 Key Factors to Track in Q3 2025Is the International Outlook Brighter Than the US? Read what our team is writing.Daniel SotiroffIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit from it. On this episode:Let’s focus on when dividend reinvesting works as a strategy and when it does not. Who should consider reinvesting dividends?When shouldn’t an investor reinvest their dividends?Are there any differences between reinvesting dividends in a taxable vs a tax-deferred account?What types of dividends are taxable and non-taxable?This part of the episode includes a correction: A response about which dividends are taxable versus nontaxable should have said, “If you're in a bond fund, most dividends would be taxable unless you’re investing in Treasury bonds, which would normally be exempt from state and local taxes.” We incorrectly said federal taxes.How long you’ve owned a dividend-paying stock matters when it comes to taxes. Can you explain the differences between qualified and non-qualified dividends?What kind of record-keeping does reinvesting dividends require, and how does reinvestment affect the cost-basis?How are considerations different for stock dividends vs fund dividends?What’s the final takeaway for the audience about dividend reinvestment? Read about topics from this episode. When to Reinvest Dividends (or Not)These 4 Dividend ETFs Strike the Right Balance for Income Investors10 Top Dividend Stocks for 202513 Elite Companies With Fast-Growing DividendsWhat Are Dividends?The 10 Best Dividend StocksThe Best Dividend FundsWhat Makes a Great Dividend Fund? What to watch from Morningstar. Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?Market Volatility: 4 Key Factors to Track in Q3 2025Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-Advisors Read what our team is writing:Amy C. ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists. On this episode:President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?The EU is one of America’s largest trading partners. How important is it for these two sides to strike a deal? And what’s at stake if they don’t before the deadline?More than two dozen countries make up the EU. The bloc is seeking lower tariffs for a variety of sectors like aircraft, car parts, and spirits. Talk about that. So, what sectors do you think could be hit the hardest, and which ones could be spared?The EU has presented a united front. However, some countries want a trade deal sooner than later. Can you talk about the debate you’re witnessing in Europe? Trade deals typically take years to be implemented, so any announcement would be a preliminary agreement. If a US investor has European companies in their portfolio, what would this framework mean for them in the long-term? Let’s shift to this year’s market performance of European stocks. What’s been winning? Which European stocks do Morningstar analysts consider undervalued, and why? Read about topics from this episode. What’s Morningstar’s Outlook for Europe in 2025?Why It’s Not Too Late to Add International ExposureWhat Investors Need to Know About TariffsHere Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come BackWhere Next for European and UK Stock Markets in 2025?Best International Companies to Own: 2025 EditionFind Morningstar's complete collection of tariff-related articles and analysis here. What to watch from Morningstar. Market Volatility: 4 Key Factors to Track in Q3 2025Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-AdvisorsDemystifying Private Equity and Private Credit ETFs: What Every Investor Should Know Read what our team is writing:Michael FieldIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility.What Was Surprising From Q2 Market VolatilityMixed Expectations as Trump’s Tariff Deadline ApproachesHow Should Investors Prepare Themselves for Market Volatility?How Tariff Uncertainty Could Affect Company EarningsHow Trump’s Tax and Spending Bill Raises Concerns About Federal DeficitHow the Fed’s Decision on Interest Rates Could Affect the Yield CurveShould Investors Brace for More Market Volatility? Read about topics from this episode. 13 Charts on Q2’s Major Market Rebound Market Volatility: What to Watch in Q2 After Big Swings in Q1 Has the Stock Market Reached Peak Optimism on Tariffs? What Investors Need to Know About Tariffs Tariffs Would Likely Hit These US Stock Sectors the Hardest What Investors Need to Know About the Budget Reconciliation Bill The Deficit is the Biggest Risk for the Bond Market, Says Matt Eagan of Loomis Sayles How Much Will the Fed Cut Interest Rates? How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say What to watch from Morningstar. Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-AdvisorsDemystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 2025 Read what our team is writing:Sarah HansenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management. Key Takeaways:How the Markets Have Been Handling Volatility in 2025Why Economic Data Has Stayed More Stable Than the Markets During VolatilityWhy the Timing and the Scale of the Tariffs Were a Shock to the Market Will International Stocks Outperform US Stocks?Why Now Is the Time to Check Your International vs US Stock AllocationShould Investors Broaden Their International Stock Exposure?Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility How Rising Yields in Fixed Income Can Create Opportunities for Investors How the Shape of the Yield Curves Have ShiftedHow US Investors Can Mediate US Dollar Weakness With International Equity Exposure Key Takeaways on the US Market Outlook vs International Market Outlook Read about topics from this episode. 2025 Morningstar Investment Conference: How to Invest Today Bull or Bear? Here’s How the Outlook for Stocks Stacks Up BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine 6 Charts on How Trump’s Tariffs Have Upended Global Markets Should Investors Rethink Global Diversification Amid Tariff Uncertainty? What Higher Bond Yields Mean for Markets in 2025 Why the Bond Market Looks Brighter Than It Did in 2022 The Trade Deals That Could Calm Wall Street Why Holding Assets Outside the US Dollar Has Paid Off in 2025 Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025 For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say What to watch from Morningstar. Digital Advice in 2025: What You Need to Know About Robo-Advisors Demystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing Dividends Read what our team is writing:Philip Straehl Dominic Pappalardo Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. What Is a Robo-Advisor?Robo-Advisors vs. Traditional AdvisorsWho Should Use a Robo-Advisor?Benefits of Digital Investment Advice vs. a DIY ApproachDo Robo-Advisors Offer Retirement and Taxable Accounts?Limitations of Robo-AdvisorsRobo-Advisor Fee StructureHow Robo-Advisors Are Taking a Hybrid Approach to Financial AdviceHow Morningstar Rates the Best Robo-Advisors of 2025Do Robo-Advisors Control Security Selection in Your Portfolio?Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025Why Fidelity Go Is 2025’s Runner-Up for Top Robo-AdvisorWhy Vanguard Remains the Best Robo-Advisor in 2025The Worst Robo-Advisor of 2025Read about topics from this episode. Are Robo-Advisors Still Worth It?Compare Robo-Advisor Performance & Assess the Best OptionsThe Best Robo-Advisors of 2025Should You Be Using a Robo-Advisor?Are Robo-Advisors Worth Your Investment?Another Robo-Advisor Bites the DustWhat Is a Robo-Advisor?5 Questions to Ask a Financial Advisor What to watch from Morningstar. Demystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs Read what our team is writing:Lan Anh TranMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts.Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment Conference How Do Private Equity and Private Credit Investments Work?Why Access to Private Markets Is ExpandingHow Private Assets Pose a Challenge in ETFsPrivate Asset ETF Performance: PRIV and XOVRWhat Does Morningstar Think of Private Asset ETFs?How Firms Are Pricing Private Portfolio SharesCan Private Credit ETFs and Private Equity ETFs Improve Diversification?What Investors Stand to Gain or Lose in Private MarketsWhy Private Equity and Private Credit ETFs Are Here to Stay Read about topics from this episode. Register for the Morningstar Investment Conference 2025How Private Assets Impede the Benefits of ETFsNew Private Credit Funds Want Your Money. Here’s Why You Should Be CautiousIt’s Getting Easier to Invest in Private Assets. What Does That Mean for Investors?What’s It Taking for Private Equity to Reach Smaller Investors?Persistence of Performance in Private EquityUnlikely Allies: Vanguard and Others Team Up to Offer Private-Market InvestmentsPrivate Markets Are Coming to Financial AdvisorsInvestors First: Unlocking Opportunities in Private MarketsMorningstar′s Guide to ETF Investing What to watch from Morningstar. Market Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs Read what our team is writing:Bryan ArmourIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year.How Diversification Has Held Up Against Market Volatility in 2025Which Asset Classes Have Been Strong Diversifiers in 2025?Which Asset Classes Have Struggled as Diversifiers?How Have US vs. Non-US Stocks Performed in 2025?Can Investors Still Turn to Fixed Income During Market Volatility?How Correlations Between Asset Classes Is Key to Diversification60/40 Portfolio vs. Diversified PortfolioWhy the 60/40 Portfolio Outperformed in the Long TermThe Best Ways to Diversify Your Portfolio During Market VolatilityWhat Hasn’t Held Up as Portfolio Diversifiers?How Tough Macro Environments Affect Diversification PatternsKey Takeaways Read about topics from this episode. Diversification Landscape: Building Diversified Portfolios 3 Assets That Might Not Diversify as Well as You Think Portfolio Diversification: Answers to Your Questions The Best Ways to Diversify Your Investment Portfolio in Today’s Market Should Investors Rethink Global Diversification Amid Tariff Uncertainty? For Diversification From Stocks, Cash Has Made a Good Case for Itself What Higher Inflation Means for Stock/Bond Correlations Morningstar’s Guide to Diversification Why Portfolio Diversification Has Helped in 2025 Why Holding Assets Outside the US Dollar Has Paid Off in 2025 What to watch from Morningstar. 13 Elite Companies With Fast-Growing Dividends The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall Street Read what our team is writing:Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing.What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List?13 Elite Companies With Fast-Growing DividendsThis part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor’s DividendGrowers list and a follow-up question about companies that weren’t included was inadvertently cut during production. The episode has been updated to restore this information.Why These Companies Failed to Make the Dividend Growers List in 2025Which Companies Were ‘Near Misses’ for the Dividend Growers List?Why Are Higher-Yielding Dividend Stocks Absent?Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon Is Double-Digit Dividend Growth Sustainable for Companies?Which Companies Are on Track to Appear on Next Year’s Dividend Growers’ List? What Investors Need to Know Before Investing in Dividend StocksUndervalued Dividend Growers Stock Picks Read about topics from this episode. Subscribe to the Morningstar DividendInvestor newsletter.Stocks With 5 Years of Double-Digit Dividend Increases7 Undervalued Stocks that Just Raised Dividends10 Top-Performing Dividend StocksWhat You’re Getting Wrong About Dividend InvestingThe 10 Best Dividend StocksThese Dividend Aristocrats Provide Appealing Consistency for Investors What to watch from Morningstar. The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility. What Is Factor Investing?What Factors Have the Strongest Performance Amid Market Volatility in 2025?Berkshire Hathaway and Other Low-Volatility Stocks Outperformed During Market VolatilityWhy Lower-Volatility Stocks Help With Capital Preservation in the Long TermWhich Factors Have Lagged the Broader Stock Market in 2025?Nvidia and Other Quality Stocks Underperformed During Market Volatility? How Factor Investing’s Performance in 2025 Fits Into Long-Term TrendsWhy Diversification Is Key When Investing in FactorsHow Often Should Factor Investors Check Their Portfolio?How to Position a Portfolio for Future Stock Market RotationsKey Takeaways Read about topics from this episode. How Market Turmoil Made Low-Volatility Stocks Great AgainYou’re a Factor Investor. You Just May Not Know It YetPaying Attention to Investment Factors? You Should BeWhy You Shouldn’t Panic Over Daily Market SwingsWhy Quality Stocks Aren’t Doing Better This Year2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?Morningstar’s Guide to Diversification13 Charts on Q1’s Dramatic Rotation in Stocks3 Surprising Market Winners in 2025 What to watch from Morningstar. Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession? Read what our team is writing:Dan LefkovitzIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities. Key Takeaways:What Are TIPS?TIPS ETFs vs. TIPSFlows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor EditorHow TIPS Have Performed Against the Bond Market in 2025How Higher-for-Longer Interest Rates Could Create Higher RiskShould Investors Look to Short- or Long-Term TIPS During Market Volatility?What’s the Best Account to Hold TIPS ETFs?Who Should Invest in TIPS ETFs?2 Top TIPS ETFs Picks Read about topics from this episode. Subscribe to Morningstar’s ETFInvestor newsletter.TIPS Funds Gain on Fears of Inflation and Economic DownturnHow to Use TIPS in Your PortfolioWhy the Fed May Wait Until July to Cut Interest RatesInflation Was Softer in April, but Tariff Impacts Still LoomWhat Now? An Investor’s To-Do List for Chaotic MarketsMorningstar′s Guide to ETF InvestingHow to Think About Time Horizons in Bond Investing6 Top-Performing TIPS Funds3 Defensive ETFs for Current Volatility What to watch from Morningstar. Market Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump’s Trade War Read what our team is writing:Daniel SotiroffIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.Key Takeaways:What a Potential Trade Deal Between the US and UK Means for Market SentimentWhat Countries Need to Strike a Trade Deal to Calm Wall Street?What Persistent High Tariffs and Falling Imports From China Could Mean for the USHow Japan Moving Out of US Treasuries Could Rattle the Bond MarketHow Trump’s Tariffs on International Movies Could Affect the Services SectorHow Tariff-Induced Market Volatility Affects the US Dollar’s Strength GloballyHas Market Volatility Made the US a Risky Bet for Stock Investors?How Investors and Investment Managers Should Handle Market VolatilityWhat to Watch Before Trump’s 90-Day Tariff Pause Ends Read about topics from this episode. 9 Charts on Trump’s First 100 Days in the Markets 6 Charts on How Trump’s Tariffs Have Upended Global Markets Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13% US Treasuries Sell Off as Trade War Calls Haven Status Into Question Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil May 2025 US Stock Market Outlook: Eye of the Hurricane What to watch from Morningstar. Berkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump’s Trade War Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel. Key Takeaways:Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting Succession Planning for Berkshire Hathaway’s Insurance Business What Investors Need to Know About Warren Buffett’s Successor Should Greg Abel Spin Off Berkshire Hathaway’s Businesses or Issue a Dividend? What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025 Does Warren Buffett Think the US Is Still a Solid Bet? Is Berkshire Hathaway Stock a Buy? Read about topics from this episode. 10 Questions for Berkshire Hathaway’s 2025 Annual Meeting Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts.What to Expect at Berkshire Hathaway’s Annual Meeting Why Berkshire Hathaway’s Stock is Beating the Market in 2025 What I Hope My 14-Year-Old Learned at Berkshire Hathaway’s Annual Meeting Warren Buffett Dismisses Concerns About Cash Holdings 9 Charts on Trump’s First 100 Days in the Markets US Treasuries Sell Off as Trade War Calls Haven Status Into Question How to Invest Like Warren Buffett The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing Warren Buffett Sold These 2 ETFs. Should You? What to watch from Morningstar. Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump’s Trade WarMarket Volatility: What to Watch in Q2 After Big Swings in Q1 Read what our team is writing:Greggory WarrenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Nina Brown
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Lois Private
Why don't you talk about the legal loopholes where an individual can in fact purchase more than $10,000 per year in I-Bonds such as gifting?
Lois Private
It is very difficult to understand the speakers on this show. They don't enunciate well.