Addressing today’s challenging market environment, Marta Norton, CIO for the Americas, talks about finding opportunities, protecting on the downside, and how we bring the two together when building portfolios.

Have a great week! Next Monday, come back for a conversation with Marta Norton, CIO for the Americas.

Before her Ivy League education and starting her financial advice practice, Ephie Coumanakos grew up in Athens, Greece. Rooted in business and hard work, she connects with her engineering and other analytical clients in Wilmington, DE, with clear communication. Financial advice from books or the media is too generic to be worth much, she says; people who want added financial value should seek an advisor who delivers personalized advice.

In this episode, Philip Straehl and Edward Fane share their views on aggregate reward for risk in markets today and discuss some of the asset class convictions that our investment team has developed over the past quarter. These convictions encompass our valuation-driven perspective on reward for risk at the asset class level and are used by our portfolio managers when allocating capital and sizing positions in their portfolios.

Philip is head of capital markets & asset allocation for the Americas, and Ed is a portfolio manager and the global lead for Americas fixed-income research at Morningstar Investment Management.

Global stock markets this year have gone through a dramatic sell-off and recovery in record time. Perhaps more importantly, we’ve seen a significant decline in economic activity since February, likely marking the onset of a recession. In this episode, Daniel Needham and Philip Straehl look at past recessions and compare them with the current environment. We consider what past market recoveries have looked like and discuss how our investment team is considering these lessons from the past to uncover potential long-term opportunities today. Daniel Needham is president & global CIO, and Philip Straehl is head of capital markets & asset allocation, Americas, at Morningstar Investment Management.