Simple, but Not Easy

Markets in Crisis: How We Seek to Outperform in the Long Term Using Valuations


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To give some greater understanding around how we’ve positioned portfolios today and why, we talked to a three of our leaders at Morningstar Investment Management during a recent webcast. Daniel Needham, president & global CIO; Dan McNeela, senior portfolio manager for our Mutual Fund Asset Allocation portfolios; and Michael Corty, head of US equity strategies, speak at times to charts, and we’ve included a link to those charts below in Episode Notes.
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Simple, but Not EasyBy Morningstar

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