Simple, but Not Easy – Détails, épisodes et analyse

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Simple, but Not Easy

Morningstar

Business & Entrepreneuriat

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Fréquence : 1 épisode/18j. Total Éps: 129

Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.

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Données mises à jour le 04/07/2026

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🇬🇧 Grande Bretagne - Investing
22/09/2025
#96
🇬🇧 Grande Bretagne - Investing
21/09/2025
#98
🇨🇦 Canada - Investing
01/09/2025
#88
🇬🇧 Grande Bretagne - Investing
17/07/2025
#83
🇫🇷 France - Investing
07/06/2025
#90
🇩🇪 Allemagne - Investing
20/04/2025
#83
🇫🇷 France - Investing
14/04/2025
#99
🇫🇷 France - Investing
23/03/2025
#81
🇨🇦 Canada - Investing
04/01/2025
#97
🇬🇧 Grande Bretagne - Investing
31/12/2024
#90

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https://www.morningstar.com/en-us/products/morningstar-managed-portfolios
2 partages
https://morningstaronline-my.sharepoint.com/:b:/g/personal/drew_carter_morningstar_com/ERJNlLpWN0xItcK6zzHH7-8BSz2imrSKymOTc-3U7Bqc8A?e=OmDV7c
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https://mp.morningstar.com/en-us/articles/blt1cb6bce1298d76a7/gamestop-reddit-and-robinhood-vs-investing-for-the-long-run
1 partage

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Advisor–Client Relationships Are Stronger When Goals Come First

Épisode 125

jeudi 11 septembre 2025 • Durée 37:11

In this episode of Simple But Not Easy, we’re joined by Ryan Murphy, Morningstar’s Global Head of Behavioral Insights, to explore how financial advisors can help clients set better goals, avoid costly mistakes, and build lasting trust. We discuss why goals—not asset allocation or stock selection—should be the true starting point of an investment journey, and how a simple multi-step framework can uncover what really motivates clients. Ryan also shares insights from Morningstar’s Mind the Gap study, which shows how investor behavior often drags down returns, and explains how advisors can reframe conversations from performance to progress. If you want to better understand what drives investor decisions and how advisors can make the biggest difference, this episode is for you.

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Morningstar Wealth’s Midyear Outlook—Where Is Opportunity Knocking?

Épisode 124

mercredi 23 juillet 2025 • Durée 54:17

In our midyear outlook, we break down some of the biggest factors driving markets in 2025 — tariffs, AI, and the potential for rate cuts — and attempt to help investors sift through the short-term noise while keeping a long-term perspective.

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International Stocks – A Portfolio’s Missing Piece?

Épisode 123

mercredi 18 juin 2025 • Durée 36:19

As of late May, the US ranks 39th out of 44 global stock markets—firmly in the bottom 15%. Meanwhile, international markets are gaining momentum, with 7 of the top 10 performing countries located in Europe. This performance gap appears to be supported by improving fundamentals, favorable currency trends, and rising earnings expectations across the region. Can it continue? In this episode of Simple, But Not Easy, host Nick VanDerSchie is joined by Morningstar’s Paul Tait and international equity portfolio manager Nabil Salem to explore why now may be the right time to take a fresh look at international diversification.

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Stay on Track Through Market Volatility—with Research, Not Reaction

Épisode 122

mardi 20 mai 2025 • Durée 43:23

When markets hit a rough patch—as they did in early April—investors often lose confidence. Emotions run high after paper losses, and that’s when many fall into the “ready, fire, aim” trap. Decisions become reactive, not disciplined. It’s common to see investors flee to cash or pivot to more conservative positions in an effort to feel safer. But more often than not, resisting that urge is the better path. In this episode of Simple, But Not Easy, we sit down with Morningstar’s Global Chief Research & Investment Officer, Dan Kemp, to explore how advisors can guide clients through uncertainty—not with bold predictions, but by remaining anchored to a clear investment philosophy.

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The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible

Épisode 121

lundi 7 avril 2025 • Durée 29:08

We explore the growing convergence between public and private markets and what it means for today’s investors. As private market strategies become more accessible, advisors and their clients are gaining new tools to diversify portfolios and pursue long-term growth. We break down what’s driving this shift, the opportunities and risks involved, and how financial professionals can help investors navigate this evolving landscape.

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Financial Advisors Take Back Time with AssetMark

Épisode 120

mercredi 12 février 2025 • Durée 43:25

Time is a financial advisor’s most valuable asset. As industry tailwinds push the profession toward greater client-centricity—and as clients demand more from their advisors—many are recognizing the benefits of outsourcing investment management. By doing so, they can focus on what truly drives their business: being in front of clients and strengthening relationships.

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2025 Outlook: Rotating Between Defense and Offense

Épisode 119

lundi 23 décembre 2024 • Durée 38:28

Morningstar Wealth's Chief Investment Officer, Philip Straehl, and Head of Investments, Ricky Williamson share insights on the key themes shaping the investment landscape for 2025 and beyond.

Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success

Épisode 118

vendredi 6 décembre 2024 • Durée 25:04

While presidential elections often create tension and leave many feeling on edge, the stock market didn’t share this level of apprehension. Remarkably, October was one of the least volatile months in history leading up to a presidential election. Although this might seem surprising, it’s not entirely unusual. Markets frequently display greater resilience than we might expect. However, it’s important to remember that volatility isn’t always synonymous with selloffs or down days. As Morningstar Wealth Chief Multi-Asset Strategist Dom Pappalardo recently explained during his podcast appearance on Simple, but Not Easy, market activity post-election highlights the varied forms volatility can take. In his role, Pappalardo focuses on helping clients understand how Morningstar's research efforts translate into actionable portfolio management decisions.

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Strange Times in the US Housing Market – Breaking it All Down

Épisode 117

mardi 29 octobre 2024 • Durée 33:36

Some have called this the weirdest housing market in recent history due to the unusual mix of high interest rates and declining affordability. And yet, we still have record high home prices across the 20 largest housing markets in the country. This month, we're diving into the U.S. housing market, a topic very relevant to many investors given a house is often the largest single asset one owns. In this episode, we're excited to shed light on the US housing market, what makes it challenging, what makes it unusual, and what needs to change for it to improve. We're joined by Preston Caldwell, Morningstar's Chief US Economist and Brian Bernard, Director of Equity Research specializing in the industrial sector, which includes homebuilders.

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Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl

Épisode 116

lundi 30 septembre 2024 • Durée 31:53

Welcome back to Simple But Not Easy. We hope you had an enjoyable summer and are ready to finish the year on a high note. In today's episode, we're excited to dive deep into the world of investing, market strategies, and the future of wealth management. We'll start by getting to know Philip Straehl, Morningstar's new Chief Investment Officer of the Americas, as he shares insights from his career journey and a wealth of knowledge on the evolving market landscape. From there, we'll explore Morningstar's mission and investment philosophy, and importantly, what sets it apart in an ever-evolving financial world. Wealth management industry trends are also on the agenda, and we'll close with some investing themes that everyone should be thinking about.

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Simple, but Not Easy – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other20

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Other20

Apple Podcasts

Spotify