Philip Straehl

Dominic Pappalardo and Philip Straehl, leaders at Morningstar Wealth, share their insights on international investing. They discuss how market volatility in 2025 has impacted US stocks and why international equities may be better bet right now. The duo highlights the importance of diversifying into emerging markets and undervalued global consumer stocks. They also explore the implications of rising bond yields and how US investors can navigate a weakening dollar by expanding their international exposure. A must-listen for savvy investors!

Philip Straehl, Chief Investment Officer at Morningstar, shares insights on navigating investment strategies for the 2026 landscape. He emphasizes that preparation is more crucial than predictions, focusing on building resilient portfolios against volatile markets. Topics include the U.S. market's split personality, emerging market opportunities, and the evolving AI landscape. He also highlights potential risks associated with AI hype and the benefits of a contrarian checklist for spotting mispricing in investments.

Dan Lefkovitz, a strategist at Morningstar Indexes, sheds light on the evolving bond market, discussing its recovery signs post-2024 interest rate cuts. Philip Straehl, Chief Investment Officer at Morningstar Wealth, emphasizes the risks of owning Restricted Stock Units and the necessity of diversification for total wealth. They explore the bond market dynamics, stressing bonds' stabilizing role amid market fluctuations. The conversation also addresses how personal financial goals play a crucial role in tailoring investment strategies to mitigate risks.