Investing Insights – Details, episodes &amp; analysis

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

The Time is Right for a National Retirement Savings Plan

5 Ways to Improve America’s Retirement Savings

Episode 282

vendredi 30 août 2024 • Duration 15:39

Why the Employment Retirement Income Security Act Has Been Successful

How Well Workers from Upper, Middle, and Lower Incomes are Saving for Retirement

Retirement Savings by Race and Ethnicity

How the Government and Employers Could Expand 401(k) Coverage

Improving Social Security

Would a National Retirement Savings Plan Replace Current Employer Plans?

Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?

What’s At-Stake for Future Retirees

Read about topics from this episode.

Is Fixing Social Security and Medicare as Dire as It Seems?

Is There a Retirement Crisis?

The Saver’s Match Could Be a Game Changer for Retirement Savings—Especially for Black Women

How to Bridge a Retirement Shortfall

What to watch from Morningstar.

Mutual Funds Turn 100. Can Investors Still Count on Them?

Too Many Investment Accounts? Here’s How to Reduce the Clutter

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

3 Asset Classes That Could Raise Your Portfolio’s Risk Level

Read what our team is writing:

Mark Miller

Follow us on social media.

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

Subscribe to Smart Investor

What a Strong Economy Now Means for the Rest of 2024

Episode 272

vendredi 21 juin 2024 • Duration 13:24

Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024.

How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast?

Will the Economy Get a Soft Landing?

Nvidia is Driving the Stock Market’s Bull Run

Nvidia Stock Outlook

Why We’re Seeing More Stock Splits in 2024

New Dividends From Mega-Cap Tech Companies

What Could Provide a Lift to the Bond Market?

Why Investors Should Still Own Bonds

Key Takeaways

Read about topics from this episode.

A Cautious Fed Eyes Just One Rate Cut In 2024

These Stocks Are (Still) Powering the Bull Market

What Does Nvidia’s Stock Split Mean for Investors?

Job Gains Surged Again In May, Dashing Hopes of a Sustainable Slowdown

It’s Been a Terrible Time for Bonds. Here’s Why You Should Own Them

What to watch from Morningstar.

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Why More Diversification Doesn’t Mean Better Returns

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Maximize Credit Card Points for Better Trips and Rewards

Read what our team is writing:

Tom Lauricella

Follow us on social media.

Instagram: https://www.instagram.com/morningstar...

High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike

Episode 182

vendredi 16 septembre 2022 • Duration 12:38

Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money.

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at [email protected].

0:06 Introduction

0:45 Inflation ticks up in August

2:04 Kroger reports second-quarter earnings

3:02 Where do money beliefs come from?

4:13 Climate Week NYC is coming

4:43 What are carbon offsets?

5:27 Few flyers buy carbon offsets with plane tickets

6:21 How would airlines handle carbon taxes?

7:22 An airline stock that looks cheap today

8:34 Stocks for a rising interest-rate environment

Companies mentioned in this episode. The Kroger Co (KR); Ryanair Holdings (RYAOF); Air Canada Class (ACDVF); American Airlines (AAL); Delta Airlines (DAL); Southwest Airlines (LUV); United Airlines (UAL), Charles Schwab (SCHW); and LPL Financial (LPLA).

Read about topics from this episode. When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk by Kristoffer Inton

CPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston Caldwell

Why We Expect Inflation to Fall in 2023 by Preston Caldwell

What Is Financial Psychology? By Sarah Newcomb

Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

New iPhone Can't Make Apple's Stock Shine

Episode 181

vendredi 9 septembre 2022 • Duration 21:01

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors.

We want to hear what you think about the new format. Let us know at [email protected].

Timestamps

0:00 Introduction

0:45 Morningstar headlines

3:37 Apple keeps iPhone 14 prices the same as last year’s model

7:00 Should investors buy Apple stock?

8:07 Stock picks within the tech industry

10:11 Good reasons to overhaul a portfolio

Companies mentioned in this episode.

Starbucks (SBUX); Broadcom (AVGO); VMware (VMW); Apple (AAPL); Advanced Micro Devices (AMD); NVIDIA (NVDA); and ASML Holding (ASML)

Read about topics from this episode.

Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell

Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop

Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri

Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri

Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri

Ivanna Hampton on Twitter: @ivannahampton

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

Beware of Buying Low in a Bear Market

Episode 180

vendredi 2 septembre 2022 • Duration 17:38

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, we’re examining whether buying low could hurt your portfolio in a bear market. This earnings season is close to wrapping up. Dave Sekera, chief U.S. market strategist for Morningstar Research Services, discusses the key takeaways, what he thinks is ahead, and reaction to Federal Reserve Chairman Jerome Powell’s speech on inflation.

We want to hear what you think about the new format? Let us know at [email protected].

0:00 Introduction

0:35 Morningstar headlines

4:18 Earnings season’s key takeaways

6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming

9:50 Stock picks among lithium producers, specialty chemical makers, auto parts manufacturers, and cybersecurity companies

13:24 3 high-quality stocks investors should consider

Companies mentioned in this episode.

Gap (GPS); VMware (VMW); Lithium Americas (LAC); Albemarle (ALB); Livent (LTHM);DuPont de Nemours (DD); Eastman Chemical (EMN); BorgWarner (BWA); Okta (OKTA); Fortinet (FTNT); Zscaler (ZS); Equifax (EFX); Salesforce (CRM); and Zimmer Biomet (ZBH)

Read about topics from this episode.

Why Buying the Dips Could Hurt Your Portfolio in a Bear Market by Sandy Ward

Strong U.S. Dollar a Headwind to Earnings Growth by Dave Sekera

Top Stock Picks Among Lithium Producers by Seth Goldstein

5 Undervalued Cybersecurity Stocks by Dave Sekera

Why We Expect the Fed to Cut Interest Rates in 2023 by Preston Caldwell

Dave Sekera on Twitter: @MstarMarkets

Ivanna Hampton on Twitter: @ivannahampton

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

Spot Ether ETFs: Should You Invest?

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Episode 271

vendredi 14 juin 2024 • Duration 17:39

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.

Should You Invest in Spot Ether ETFs?

Lululemon on Track Despite Slowdown in Americas

The Fed’s Inflation Outlook Is a Little Too Pessimistic

Good News from the Fed’s New Inflation Report

Will the Fed Cut Interest Rates in 2024?

How Investors Can Interpret the Fed Lifting its Long Run Interest Rate

Why Are Stocks Hitting Record Highs

How the Growing US Economy Has Supported Stocks Impressive Performance

Is Inflation Finally Trending Down Again?

Why Wall Street’s View of the Fed is Changing

Will Record Profits During Company Earnings Continue?

What Risks Could Cause the Stock Market to Fall?

Read about topics from this episode.

Lululemon Earnings: On Track to Meet Expectations Despite Slowdown In Americas

A Cautious Fed Eyes Just One Rate Cut In 2024

Why Stocks Are Hitting Record Highs—and What Could Send Them Back to Earth

What to watch from Morningstar.

Why More Diversification Doesn’t Mean Better Returns

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Maximize Credit Card Points for Better Trips and Rewards

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Read what our team is writing:

Sarah Hansen

Preston Caldwell

Follow us on social media.

Instagram: https://www.instagram.com/morningstar...

How Did Diversified Portfolios Hold Up in 2023?

Why More Diversification Doesn’t Mean Better Returns

Episode 270

vendredi 7 juin 2024 • Duration 14:33

Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.

The Benefits of Portfolio Diversification

How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?

Why the Well-Diversified Portfolio Struggled in 2023

Is it Worth it to Invest Beyond the 60/40 Portfolio?

Why Interest Rate Pivots Are Painful and Encouraging

Is There an Interest Rate Pivot Right Now?

Do Bonds Still Provide a Diversification Benefit?

Which Bonds are the Best Portfolio Diversifiers?

The Role of Cash in an Investment Portfolio

Key Takeaways

Read about topics from this episode.

Why Simpler Has Been Better for Portfolio Diversification

How Rising Interest Rates Change the Relationship Between Stocks and Bonds

Which Bonds Provide the Biggest Diversification Benefit?

Top 10 Things to Know About Building a Diversified Portfolio

What to watch from Morningstar.

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Maximize Credit Card Points for Better Trips and Rewards

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Read what our team is writing:

Amy Arnott

Follow us on social media.

Instagram: https://www.instagram.com/morningstar...

Nvidia Earnings: AI Demand Smashes Expectations Again

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Episode 269

vendredi 31 mai 2024 • Duration 21:48

Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.

Nvidia’s 10-for-1 Stock Split

Target’s Weak Sales and Declining Market Share

Vanguard’s New CEO Starting Soon

Investing for Each Life Stage

Financial Priorities When You Approach Retirement

Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement

Why Retirees Struggle to Start Tapping Into Their Portfolios

Financial Priorities When You Retire

What Investors Need to Know About Destiny Tech100

Closed-End Funds vs Open-End Funds

Why Destiny Tech100’s Net Asset Value Premium is “Insane”

Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?

Key Takeaways for Investors

Read about topics from this episode.

Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending

Vanguard Chooses an Outsider as Its New CEO

An Investing Guide for Every Life Stage

The Bucket Investor’s Guide to Setting Retirement Asset Allocation

DXYZ: This Closed-End Fund Is Not Destiny’s Child

What to watch from Morningstar.

Maximize Credit Card Points for Better Trips and Rewards

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Read what our team is writing:

Margaret Giles

Jack Shannon

Follow us on social media.

Instagram: https://www.instagram.com/morningstar...