A special live episode from the Morningstar Investment Conference. Two of Morningstar Wealth’s investment leaders—Matt Wacher and Ricky Williamson—joined the show to help us dig into what’s already happened this year and where we may be headed.

The topics covered included:

• The Fed and where rates may be headed

• Further discussion on fixed-income

• US stocks are off to another hot start this year. Can outperformance continue?

• Every business is thinking about AI. How is it impacting markets?

• And how should investors be preparing for a presidential election?

And as always, we address the implications on client portfolios and help consider action items.

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