Investing Insights

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how often active fund managers succeeded in picking top stocks. He also explains whether this information can help investors find better funds.

Are Fund Managers Good at Making Big Stock Bets?

Fund Managers’ Hit Rates

Active Fund Managers’ vs. Passive Index Fund Managers’ Stock Picking Performance  

How an Active Mutual Fund Can Underperform Despite Holding Winning Stocks

High Hit Rates and Topping the Index

When High Hit Rates Matter More or Less

Can Investors Set It and Forget It?

Do-it-Yourself Investors Looking for Funds with High Hit Rates

Read about topics from this episode.  

Mutual Fund Managers Are Wrong More Than They’re Right 

Mutual Fund Manager Stock Hit Rates 

Betting Big on Stocks Rarely Beats Boring Investing 

10 Stocks the Best Fund Managers Have Been Buying 

What to watch from Morningstar.

Is There a New Leader in the AI Race? 

BOXX ETF: Cash-Like Returns Without the Tax Bill 

Active ETFs: What Investors Need to Know 

What a Strong Economy Now Means for the Rest of 2024

Read what our team is writing:

Ivanna Hampton

Jack Shannon 

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Sarah Hansen, Morningstar Inc. markets reporter talks about what is driving the AI market rally, and what’s next for AI and the Fab Five. Sean Dunlop, a senior equity analyst for Morningstar Research Services, explains how AI can innovate the restaurant industry. Travis Miller, energy and utilities strategist for Morningstar Research Services, discusses how utilities are powering AI through data center demand.  

Should the AI Market Rally Broaden Its View?

Who Is Driving the Fab Five’s Success?

Will NVIDIA Remain the Leader in the Artificial Intelligence Race?

Tech Companies Struggling to Keep Up with the Fab Five

AI Outlook

Can AI Speed Up Tech Evolution?

How Digital Adoption Can Grow Bottom Lines  

Restaurant Industry Forecast for 2024

Utilities Stocks: When Will the Market Give the Sector Some Respect?  

Where Do Utilities Fit Into AI Growth?  

Read about topics from this episode.  

These Stocks Are (Still) Powering the Bull Market

AI Is Booming, but Consumer Spending Is Slowing. Which Will Prevail in the Stock Market?

Should You Buy and Hold an Artificial Intelligence Portfolio?
Which AI Stocks Are Turning Hype Into Revenue?

Utility Stocks: When Will the Market Give the Sector Some Respect?

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

AI Can Help Restaurants Innovate, But Will It Deliver Profits?

Read what our team is writing:

Ivanna Hampton

Sarah Hansen

Sean Dunlop

Travis Miller

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Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.

What Makes BOXX ETF Stand Out  

What is a Box Spread?  

Tax Advantages 

Is BOXX ETF Delivering on its Promises?

Will BOXX ETF Attract Investors If Cash Yields Drop?

How Investors Can Take Advantage of BOXX ETF

Will There Be More ETFs Like BOXX?

Key Takeaways  

Read about topics from this episode.  

This Bond ETF Promises T-Bill Returns Without Taxable Income

Alpha Architect 1-3 Month Box ETF

A Tax-Aware Alternative to Cash

How to Maximize the Tax Efficiency of ETFs

The Real Tax Magic of ETFs

What to watch from Morningstar.

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

How to Find a Great Dividend Fund

SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

Read what our team is writing:

Lan Anh Tran

Margaret Giles

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Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.

Active vs Passive ETFs

What’s Driving the Growth of Active ETFs?

Why Some Active ETFs Are More Successful Than Others

Active ETFs that Managers Have Shied Away From

Who Should Invest in Active ETFs?

Misconceptions About Active ETFs

Top-Rated Active ETFs

What’s Next for Active ETFs?

Read about topics from this episode.  

Morningstar's Guide to US Active ETFs

Active ETFs are Soaring. Should You Invest?

3 Great Active ETFs for Bond Investors

The Best Active ETFs to Buy

Here’s Why Active ETFs Are So Hot Right Now

How to Choose Great ETFs for the Long Term

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

How to Find a Great Dividend Fund

Read what our team is writing:

Sarah Hansen

Bryan Armour

Ryan Jackson

Daniel Sotiroff

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Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024.

How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast?

Will the Economy Get a Soft Landing?

Nvidia is Driving the Stock Market’s Bull Run

Nvidia Stock Outlook 

Why We’re Seeing More Stock Splits in 2024

New Dividends From Mega-Cap Tech Companies 

What Could Provide a Lift to the Bond Market?

Why Investors Should Still Own Bonds 

Key Takeaways 

Read about topics from this episode.  

Subscribe to Smart Investor

A Cautious Fed Eyes Just One Rate Cut In 2024 

These Stocks Are (Still) Powering the Bull Market

What Does Nvidia’s Stock Split Mean for Investors? 

Job Gains Surged Again In May, Dashing Hopes of a Sustainable Slowdown 

It’s Been a Terrible Time for Bonds. Here’s Why You Should Own Them 

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance 

Why More Diversification Doesn’t Mean Better Returns

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Maximize Credit Card Points for Better Trips and Rewards

Read what our team is writing:

Ivanna Hampton

Tom Lauricella 

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Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.

Should You Invest in Spot Ether ETFs?

Lululemon on Track Despite Slowdown in Americas

The Fed’s Inflation Outlook Is a Little Too Pessimistic

Good News from the Fed’s New Inflation Report

Will the Fed Cut Interest Rates in 2024?

How Investors Can Interpret the Fed Lifting its Long Run Interest Rate

Why Are Stocks Hitting Record Highs 

How the Growing US Economy Has Supported Stocks Impressive Performance  

Is Inflation Finally Trending Down Again?

Why Wall Street’s View of the Fed is Changing

Will Record Profits During Company Earnings Continue?

What Risks Could Cause the Stock Market to Fall?

Read about topics from this episode.  

Spot Ether ETFs: Should You Invest? 

Lululemon Earnings: On Track to Meet Expectations Despite Slowdown In Americas 

A Cautious Fed Eyes Just One Rate Cut In 2024 

Why Stocks Are Hitting Record Highs—and What Could Send Them Back to Earth 

What to watch from Morningstar.

Why More Diversification Doesn’t Mean Better Returns 

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Maximize Credit Card Points for Better Trips and Rewards

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Read what our team is writing:

Ivanna Hampton

Sarah Hansen

Preston Caldwell 

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Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.

The Benefits of Portfolio Diversification  

How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?

Why the Well-Diversified Portfolio Struggled in 2023

Is it Worth it to Invest Beyond the 60/40 Portfolio?

Why Interest Rate Pivots Are Painful and Encouraging

Is There an Interest Rate Pivot Right Now?

Do Bonds Still Provide a Diversification Benefit?

Which Bonds are the Best Portfolio Diversifiers?

The Role of Cash in an Investment Portfolio

Key Takeaways

Read about topics from this episode.  

How Did Diversified Portfolios Hold Up in 2023? 

Why Simpler Has Been Better for Portfolio Diversification 

How Rising Interest Rates Change the Relationship Between Stocks and Bonds 

Which Bonds Provide the Biggest Diversification Benefit? 

Top 10 Things to Know About Building a Diversified Portfolio 

What to watch from Morningstar.

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride 

Maximize Credit Card Points for Better Trips and Rewards

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Read what our team is writing:

Ivanna Hampton

Amy Arnott 

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Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.

Nvidia’s 10-for-1 Stock Split

Target’s Weak Sales and Declining Market Share

Vanguard’s New CEO Starting Soon  

Investing for Each Life Stage

Financial Priorities When You Approach Retirement

Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement

Why Retirees Struggle to Start Tapping Into Their Portfolios

Financial Priorities When You Retire

What Investors Need to Know About Destiny Tech100  

Closed-End Funds vs Open-End Funds

Why Destiny Tech100’s Net Asset Value Premium is “Insane”

Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?

Key Takeaways for Investors

Read about topics from this episode.  

Nvidia Earnings: AI Demand Smashes Expectations Again 

Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending 

Vanguard Chooses an Outsider as Its New CEO 

An Investing Guide for Every Life Stage 

The Bucket Investor’s Guide to Setting Retirement Asset Allocation 

DXYZ: This Closed-End Fund Is Not Destiny’s Child 

What to watch from Morningstar.

Maximize Credit Card Points for Better Trips and Rewards 

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Read what our team is writing:

Ivanna Hampton

Margaret Giles 

Jack Shannon

Follow us on social media.

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David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.

Credit Card Points

How Do Travel Credit Cards Work?

Why Did Credit Card Companies Start Offering Rewards?

Why Have Credit Card Programs Become a Part of Airlines' Business Models?

Could Credit Card Companies Pull Back on Rewards?

Surcharges with Credit Cards

What is the Cost of Points and Miles?

Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?

Spending vs Splurging  

What to Know Before Researching Credit Card Rewards   

Recommendations to Maximize Credit Card Rewards   

Read about topics from this episode.  

4 Lessons from My Credit Card Points and Miles Journey

Why Do I Need a Credit Card?

Best Financial-Services Companies to Own

What to watch from Morningstar.

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

Read what our team is writing:

Ivanna Hampton

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Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit.

Disney’s Improved Streaming Results  

Uber’s Strong Financial Results in 2024

Palantir’s Performance Led by AI Platform

Opportunities with Artificial Intelligence and Utility Stocks

Utility Stocks: When Will the Market Give the Sector Some Respect?

Where Do Utilities Fit into AI Growth?

How Higher For Longer Interest Rates Could Affect Utilities  

Utility Stock Picks  

New Rules for Inherited IRAs

Withdrawals from Inherited IRAs and the 10-Year Rule

Important Distinction About What the IRS Waived in 2024

Tax Implications for Inherited IRAs 

Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025?

Read about topics from this episode.  

Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness 

Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber 

Palantir Earnings: AI Platform Drives Strong Start to 2024 

Utility Stocks: When Will the Market Give the Sector Some Respect? 

IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs 

What to watch from Morningstar.

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities 

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

Make These Investing Moves Now for a Better Tax Day in 2025

Read what our team is writing:

Ivanna Hampton

Travis Miller 

Denise Appleby 

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