Investing Insights

By Morningstar

Business Investing

What's Investing Insights about?

Get stock, fund, and ETF picks, plus weekly market insights, investing tips, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

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How to Stay Invested Today,...

03.27.2020

Our analysts provide insights on the municipal-bond market, dividend-paying stocks, and the telecom industry.

Investing Insights episodes:

03.27.2020 How to Stay Invested Today, Tomorrow, and for the Long-Term Our analysts provide insights on the municipal-bond market, dividend-paying stocks, and the telecom industry.
03.20.2020 How to Invest in Times of Volatility, and Opportunities in the Markets Listen for our insights on market movements and analysis on which sectors are undervalued.
03.13.2020 Managing Investments Amid Volatility and Virus Concerns Listen for our insights on ETFs, hotel REITs, and the market.
03.06.2020 Navigating Market Downturns and Medicare Choices Listen to our specialists’ takes on enduring market volatility.
02.28.2020 All About IRA Picks and Market Volatility Listen to our specialists’ takes on tips for your IRA and how to handle a volatile market.
02.21.2020 Dividend Growth Stocks and Funds with High People Ratings Listen to our takeaways from large-cap pharma earnings, Oakmark’s strength in stock-picking, and why we raised Intuit’s fair value estimate.
02.14.2020 Fund Picks for IRAs and Why Foreign Stocks Are Lagging Listen to the latest about the Morningstar Prospects, investing in gold, and healthcare through an ESG lens.
02.07.2020 February Tax Prep and Fund Upgrades Hear more on analysts’ takes on dividend opportunities in real estate sector and tech’s valuation trends; pro and cons of dividends versus buybacks; and the traits of successful asset managers.
01.31.2020 Dividend Opportunities and Lessons from Experts Forecasts Gain insight into banking industry’s position in this economic cycle, and how to diversity with options among mid-cap equity funds.
01.24.2020 3 Foreign Stock Funds and Where to Go Active Christine Benz recaps bucket portfolios in 2019, and learn how to choose a short-term bond fund.
01.17.2020 Mutual Funds in 2019 and Financial To-Do List Insights into Fidelity’s highs and lows in the past year, and why Kraft Heinz is worth another look.
01.10.2020 Bond Fund Picks and Vanguard’s Evolution Insights into housing and utilities sectors.
12.20.2019 Contenders to Amazon, SECURE Act, and Enbridge And more on evolution of foreign stock index funds.
12.13.2019 ESG Portfolios, Inflation Protection, and AbbVie We discuss the boutique firm Diamond Hill and explain our new factor tool.
12.06.2019 Equity Funds for Retirement and Dividends in Tobacco We discuss how charitable giving can improve your portfolio and trends in bond index investing.
11.29.2019 Morningstar Insights Everyday with Alexa Welcome to the Investing Insights Podcast from Morningstar.com. We’re taking a brief holiday hiatus and will return to publishing on Friday, December 6th. In the meantime, listen to Morningstar’s flash briefing on your Alexa-enabled device. Six days a week we ...
11.22.2019 Underspending in Retirement and Value Standouts We highlight dividend opportunities in telecom and share our stance on Sherwin-Williams.
11.15.2019 Bank Dividend Stocks and Choosing Target-Date Funds We breakdown Vanguard’s view on ETF trends and what makes United Rentals attractive.
11.08.2019 Year-End Financial Planning and Vanguard Dividend Funds We examine muni bonds, utilities, and Teva’s shares.
11.01.2019 Dividend Opportunities, Medicare, and Balanced Funds We examine withdrawal strategies for retirees and electric vehicles.
10.25.2019 529 Ratings and Value and Growth Picks ETFs for low yield environments and insight on energy sector’s future.
10.18.2019 Tech Stocks for Dividend Seekers and Choosing Bond Funds Learn what to watch for with capital gains distributions and ways to play in the video game space.
10.11.2019 Dodge & Cox’s Success and Diversifying Your Bond Portfolio Funds that favor wide moats, fixed-income performance, and an undervalued biotech name.
10.04.2019 Vanguard’s Best Active Large Caps and Stocks with Stable Dividends A stock pick from the packaged food aisle, and why emergency funds are necessary for retirement.
09.27.2019 Cheap Dividend Payers, Short-Term Bond Funds, and More Sustainability in fixed income, saving differences by gender, and a bargain in CenturyLink.
09.20.2019 5 Fund Downgrades and Dividends in Healthcare We examine REITs and Wells Fargo, and, for retirees, tax-planning and volatility.
09.13.2019 Investing Insights: Vanguard Dividend Growth's Promise and Portfolio De-Risking We look into funds that are worse than they look and examine Wyndham Hotels shares.
09.06.2019 Investing Insights: Retiree Traps, a Wide-Moat Stock Pick, and Indexing Risks In this week’s podcast, we examine CVS, American Funds' equity lineup, and recession concerns.
08.30.2019 Investing Insights: Yield Curve Inversion, Dividend Growth Leaders, and More On this week's podcast, dividend stocks, foreign investing, and the prospects of a recession.
08.23.2019 Investing Insights: Equity Portfolio Diversifiers, Tips on TIPs, and Fund Picks On this week's podcast, custody banks, the costs of poor timing, and Ariel's take on the market.
08.16.2019 Investing Insights: Tech Stocks, Tax Efficiency, and Social Security Options In this week's episode; we're talking tech stocks, social security options, lower-risk foreign funds, and more.
08.02.2019 A Dividend Pick, Foreign Investing, and the Benefits of Working Longer On this week's podcast, a high-quality stock to watch, the popularity of passive funds, and what makes data centers attractive.
07.26.2019 Bold Bond Picks, Top Cannabis Stocks, and Tips for Gig Workers In this week’s podcast, our analysts share three of their favorite bold bond funds, special guest Tim Steffen from Baird provides financial tips for gig economy workers, Brett Horn on what M&A means for payment processors, Christine Benz and Brian ...
07.19.2019 Favorite Funds with Russ Kinnel We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety ...
07.12.2019 Social Security Strategies, Amazon's Future, Long-term Care Planning, and More In this week’s podcast, our analysts talk about three great funds having a lousy year; special guest Mary Beth Franklin discusses the clever Social Security strategy that’ll be phased out next year; Debbie Wang puts LabCorp under the microscope; Christine ...
06.28.2019 Bond Investing, Hands-off Portfolios, and Promising Fund Managers In this week’s podcast, our analysts share three funds managed by great up-and-comers; guest Ed Slott covers divorce, taxes and retirement planning; Tom Lauricella discusses key considerations for today’s bond investor; Christine Benz explains how to create a hands-off portfolio ...
06.21.2019 Funds for Yield Seekers, A Favorite Networking Stock, and 3M In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite ...
06.14.2019 Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies.
06.07.2019 Fixing Social Security, Favorite Mid-Cap Funds, and More In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan ...
05.31.2019 Large-Caps, 529s, and a Wide-Moat Pick On this week's podcast, mad-money ideas, frontier markets, and QCD mistakes to avoid.
05.24.2019 Morningstar Investment Conference In this special edition of the podcast, we highlight what managers and practitioners had to say at the 2019 Morningstar Investment Conference.
05.17.2019 35 Years of Empowering Investor Success This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a roundtable discussion between founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor about Morningstar’s past, present and future. Stay tuned ...
05.03.2019 Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson ...
04.26.2019 A Solid Dividend, Funds for Retirees, and More On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees.
04.18.2019 3 Equity Funds, Michael Kitces on Likability, and More This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when ...
04.12.2019 Michael Kitces, REITs, Value ETFs, and More On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation.
04.05.2019 First-Quarter Review, Christine Benz on Managing Cash in Retirement, and More This week on the podcast, Russ Kinnel discusses the dominant performance of growth strategies during the first quarter, Sarah Bush talks about the bond market’s performance so far this year, Ben Johnson recaps the first quarter in ETFs, Christine Benz ...
03.29.2019 Defense and Aerospace Dividends, Tax Benefits of HSAs, Auto Sales, and More This week on the podcast, Chris Higgins on Defense and aerospace dividend opportunities; a Gold-rated target-risk series from Vanguard; Dan Sotiroff on Passive Foreign-Stock Funds; Christine Benz on the tax benefits of health savings accounts; two funds to consider for ...
03.22.2019 Lyft IPO, IRA Tips For Later in Life, and More This week on the podcast, Ali Mogharabi on what Lyft is worth, Christine Benz with fixed-income ETFs for retirees, Ariel’s John Rogers with two of his favorite mid-cap stocks, Brian Moriarty on the state of the high-yield bond market, Eric ...
03.15.2019 Last-Minute IRA Tips, Steady Dividend Payers, and More This week on the podcast, Christine Benz with tips for last-minute IRA contributions, Damien Conover with undervalued health-care stocks with secure dividends, Russ Kinnel with the recipe for finding “fantastic” funds, Erin Lash with high-quality and underpriced packaged goods stocks, ...

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