Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
Episodes
The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That’s due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Morningstar’s DividendInvestor newsletter found several well-known names generate sizable r...
Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, an all-stock portfolio would have held up better. However, a historical deep dive from Morningstar concluded that the tried-and-true approach lessened the pai...
It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. A popular feature from Morningstar’s FundInvestor newsletter greatly shrinks the list and can help you home in on the winners. Russ Kinnel is the newsletter editor and senior principal of ratings for Morningstar Research Services. And he’s here t...
Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices for driving interest in these ETFs. The lure of investing in gold ETFs can vary from wanting to diversify a portfolio, hedge against inflation risks, or simpl...
Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains wh...
Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards.
On this episode:
- What are covered-call ETFs, and how do they work?
- Why are retirees and other income investors drawn to these ETFs? What’s making them so popular this year?
- Their yields look very high. What is driving them?
- What types of trade-offs are investo...
Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit from it.
On this episode:
- Let’s focus on when dividend reinvesting works as a strategy and when it does not. Who should consider reinvesting dividends?
- When shouldn’t an investor reinvest their dividends?
- Are there any differences between reinvesting dividends in a taxable vs a tax-def...
Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists.
On this episode:
President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?
The EU is one of America’s largest trading partners. How important is it for these two sides to strike a deal?...
Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility.
What Was Surprising From Q2 Market Volatility
Mixed Expectations as Trump’s Tariff Deadline Approaches
How Should Investors Prepare Themselves for Market Volatility?
How Tariff Uncertainty Could Affect Company Earnings
How Trump’s Tax and Spending Bill Raises Concerns Abou...
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management.
Key Takeaways:
How the Markets Have Been Handling Volatility in 2025
Why ...
Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025.
What Is a Robo-Advisor?
Robo-Advisors vs. Traditional Advisors
Who Should Use a Robo-Advisor?
Benefits of Digital Investment Advice vs. a DIY Approach
Do Robo-Advisors Offer Retirement and Taxable Accounts?
Limitations of Robo-Advisors
Robo-Ad...
Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts.
Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment Conference
How Do Private Equity and Private Credit Investments Work?
Why Access to Pri...
Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year.
How Diversification Has Held Up Against Market Volatility in 2025
Which Asset Classes Have Been Strong Diversifiers in 2025?
Which Asset Classes Have Struggled as Diversifiers?
How Have US vs. Non-US Stocks Performed in 2025?
Can Investors Still Turn to Fixed Income Dur...
David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing.
What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List?
13 Elite Companies With Fast-Growing Dividends
This part of the episode includes a correction: In an earlier version...
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 Pr...
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 Cr...
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 Falli...
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...
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?
Flexibl...
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 Sequenc...
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