Investing Insights

By Morningstar

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.... more

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FAQs about Investing Insights:

How many episodes does Investing Insights have?

The podcast currently has 456 episodes available.

Investing Insights episodes:

May 23, 2025 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 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 Volatility
Why Lower-Volatility Stocks Help With Capital Preservation in the Long Term
Which 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 Trends
Why Diversification Is Key When Investing in Factors
How Often Should Factor Investors Check Their Portfolio?
How to Position a Portfolio for Future Stock Market Rotations
Key Takeaways

Read about topics from this episode.
How Market Turmoil Made Low-Volatility Stocks Great Again
You’re a Factor Investor. You Just May Not Know It Yet
Paying Attention to Investment Factors? You Should Be
Why You Shouldn’t Panic Over Daily Market Swings
Why Quality Stocks Aren’t Doing Better This Year
2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?
Morningstar’s Guide to Diversification
13 Charts on Q1’s Dramatic Rotation in Stocks
3 Surprising Market Winners in 2025

What to watch from Morningstar.
Worried About Inflation? What to Know Before Buying TIPS ETFs
Market Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Read what our team is writing:
Dan Lefkovitz
Ivanna Hampton

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13min
May 16, 2025 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 consider before buying the treasury inflation-protected securities.
Key Takeaways:
What Are TIPS?
TIPS ETFs vs. TIPS
Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor
How TIPS Have Performed Against the Bond Market in 2025
How Higher-for-Longer Interest Rates Could Create Higher Risk
Should 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 Downturn
How to Use TIPS in Your Portfolio
Why the Fed May Wait Until July to Cut Interest Rates
Inflation Was Softer in April, but Tariff Impacts Still Loom
What Now? An Investor’s To-Do List for Chaotic Markets
Morningstar′s Guide to ETF Investing
How to Think About Time Horizons in Bond Investing
6 Top-Performing TIPS Funds
3 Defensive ETFs for Current Volatility

What to watch from Morningstar.
Market Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market 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 Sotiroff
Ivanna Hampton

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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13min
May 09, 2025 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 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 Sentiment
What Countries Need to Strike a Trade Deal to Calm Wall Street?
What Persistent High Tariffs and Falling Imports From China Could Mean for the US
How Japan Moving Out of US Treasuries Could Rattle the Bond Market
How Trump’s Tariffs on International Movies Could Affect the Services Sector
How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally
Has Market Volatility Made the US a Risky Bet for Stock Investors?
How Investors and Investment Managers Should Handle Market Volatility
What 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 Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market 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 Pappalardo
Ivanna Hampton

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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18min
May 02, 2025 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 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 Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1

Read what our team is writing:
Greggory Warren
Ivanna Hampton

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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...more
23min
April 25, 2025 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% rule. Plus, a new metric to help determine financial priorities during retirement.

How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate
Conservative Estimate for Starting Safe Withdrawal Rate
Why Has the Starting Safe Withdrawal Rate Gone Down?
Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate
What Is the Spending-Ending Ratio?
Retirement Spending Strategies That Leave Legacy Funds
Strategies to Help Retirees Spend All Their Retirement Savings
Should You Delay Social Security?
What Type of Retiree Should Considering an Annuity?
Pros and Cons of Deferred Annuities
What’s Next for ’The State of Retirement Income’ Report?

Read about topics from this episode.
Six Retirement Withdrawal Strategies That Stretch Savings
The Best Ways to Maximize Your Retirement Income in 2025
Navigating the Future of Retirement Income: Trends, Strategies, and Insights
Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule
What’s a Safe Retirement Spending Rate for 2025?
Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All
How to Retire: Tips for Entering Retirement
TIPS Funds Gain on Fears of Inflation and Economic Downturn
How to Use Our Retirement Income Research

What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market

Read what our team is writing:
Amy Arnott
Ivanna Hampton

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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...more
23min
April 18, 2025 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 rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal.

Key Takeaways:
Why Current Market Volatility May Not Be Ending Soon
How to Keep Yourself Steady During Market Volatility
How Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market Volatility
How Retirees Can Mitigate Market Volatility Using the Bucket Approach
Which Asset Classes Have Performed Best and Worst During a Recession?
What Investors Should Keep in Mind Before Going for Buying Gold
Why It’s Better to Own Large Companies During an Economic Slowdown
Why Consumer Defensive Stocks Have Been Resilient During Recessions
What Sectors Have Been Hit the Hardest in Past Recessions?
Create an Investment Plan and Stick to It During Market Volatility

Read about topics from this episode.
Best Investments to Own During a Recession
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
What We’ve Learned From 150 Years of Stock Market Crashes
A Down-Market Survival Guide for Pre-Retirees
A Down-Market Survival Guide for Retirees
How to Use Gold in Your Portfolio
How to Keep Your Cool in a Volatile Market
What Do Tariffs and Increased Recession Risk Mean for Banks?
What Tariff Volatility Means for the Consumer Defensive Sector
What Bucket Investors Should Do in Down Markets
It Feels Different This Time—but It Probably Isn’t

What to watch from Morningstar.
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does it Pay to Copy Congress’ Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?

Read what our team is writing:
Amy Arnott
Ivanna Hampton

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
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LinkedIn: https://www.linkedin.com/company/5161/
...more
14min
April 11, 2025 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 pause, and raised recession risk during this market volatility.
Key Takeaways:
What an Escalating Trade War Between the US and China Could Mean
Macroeconomic Trends and Rising Deglobalization After Trump’s Tariffs
What Trump’s 90-Day Pause on Tariffs Means for the Markets and Economy
How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound
Why Fixed Income and Equities Are Responding Differently During Market Volatility
Morningstar Forecasters Predict Higher Economic Risks in 2025
Will the Fed Cut Interest Rates in May?
How to Protect Your Retirement Portfolio During Market Volatility
What Investors Need to Have on Their Radar

Read about topics from this episode.
Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
Even With Trump’s Rollback, Tariffs Would Still Damage the US Economy
Inflation Slows as Gas Prices Lead Decline in March CPI
US Stocks Surge After Trump Pauses Many New Tariffs
Stocks Give Up Gains as Tariff Woes Persist
What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts?
How Market Volatility Affects Required Minimum Distributions
A Down-Market Survival Guide for Retirees
What Now? An Investor’s To-Do List for Chaotic Markets
This Time, It Really Is the Tariffs
This Is What Real Market Uncertainty Looks Like

What to watch from Morningstar.
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does It Pay to Copy Congress' Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

Read what our team is writing:
Dominic Pappalardo
Ivanna Hampton

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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14min
April 04, 2025 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 paid off for investors.
What’s the Difference Between the Stock Market and the Economy?
How Stock Market Trends in 2025 Have Shifted From Last Year
Worries About Changes Fanning Market Volatility
How Tariffs Could Impact Growth, Inflation, and Consumer Prices
Market Volatility Sends Investors Rushing to Gold
What Are the Risks of a Recession in 2025?
Why Portfolio Diversification Is a Winning Strategy During Market Volatility
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register.

Read about topics from this episode.
13 Charts on Q1’s Dramatic Rotation in Stocks
Trump Tariff Selloff: How Long-Term Investors Can Best Weather the Storm
Tariffs and the Markets: What Investors Need to Know
Q1’s Biggest Lesson for Investors: Diversification Works
US Stocks Fall Sharply as Recession Fears Build on Tariff Worries
Tariffs Are a Self-Inflicted Economic Catastrophe
How Caution and Contrarianism Paid Off for Investors During Q1
What We’ve Learned From 150 Years of Stock Market Crashes
Investors Flock to Ultrashort Bond and Gold ETFs Amid Market Uncertainty

What to watch from Morningstar.
Does It Pay to Copy Congress' Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Read what our team is writing:
Sarah Hansen
Ivanna Hampton

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
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15min
March 28, 2025 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 congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.
Key Takeaways:
Why Investors May Want to Follow Congressional Stock Trades
Are Members of Congress Good at Picking Stocks?
The Firms Behind the ETFs: Subversive Capital and Unusual Whales
Limitations of the Data on Congressional Stock Trades
How Democrats and Republicans Invest Differently
Both the Democratic and Republican ETFs Favor Tech Stocks
How Outsize Tech Exposure Has Affected the Performance of These ETFs
Why Investors Face Concentration Risk With Thematic Funds Like Congressional ETFs
Why the ‘Black Box’ of Congress’ Investing Strategy Is Risky for Investors
Key Takeaways on Investing in Congressional ETFs

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register

Read about topics from this episode.
The 2 ETFs That Track Congressional Stock Trades
Morningstar’s Guide to ETF Investing
An Investor’s Guide to the Next Trump Administration
The Big Shortfall: Understanding the gap in thematic funds
The Best Tech Stocks to Buy
Are Stock Investors in for Another Tech Wreck?
What Trump’s Trade Wars Could Mean for the Global Economy and Markets
6 ETF Investing Predictions for 2025

What to watch from Morningstar.
Can Healthcare Stocks Keep Outperforming the Market?
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022

Read what our team is writing:
Zachary Evens
Margaret Giles

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
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...more
14min
March 21, 2025 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 sees opportunities for investors.
Key Takeaways:
Why Healthcare Stocks Have Been Resilient During the Market Downturn
How Regulatory Changes Could Affect the Healthcare Industry
Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View
How Have Healthcare Stocks’ Valuations Changed Historically?
How Stock Valuations Differ Within the Healthcare Sector
How an Aging US Population Affects the Healthcare Sector
Will GLP-1 Drugs Continue to Grow?
Regulatory Risks for Healthcare Stocks
Healthcare Stocks Outlook
Are Healthcare Stocks a Buy?
Healthcare Stock Picks
How Amgen Is Using AI in Healthcare

Read about topics from this episode.
Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data
Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges
22 Best Healthcare Companies to Invest In

What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market

Read what our team is writing:
Karen Andersen
Sarah Hansen

Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/

...more
22min

FAQs about Investing Insights:

How many episodes does Investing Insights have?

The podcast currently has 456 episodes available.

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