Investing Insights

Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds’ greatest achievement and their competition against ETFs.Mutual Fund Industry OutlookHow This Law Protects Investors Investing in Mutual FundsMutual Fund Market Timing Scandal  How Mutual Funds Can Stay Competitive to ETFsCompetition from Crypto ETFsAre Mutual Funds a Good Investment?Mutual Funds’ Greatest Achievement  Are Mutual Funds Here to Stay?Top Mutual Fund Picks Read about topics from this episode.  How to Find the Right Value Fund for Your Portfolio8 Fund Families the Mutual Fund Trading Scandal Changed Forever20 Years After the Market-Timing Scandal, the Fund Industry Focuses on Transparency but Lacks DisclosureETFs vs. Mutual Funds: The Benefits That Really MatterWinners and Losers In the Spot Bitcoin ETF Race What to watch from Morningstar.ADD NEW VIDEONow’s the Time to Diversify Beyond Magnificent Seven Stocks3 Asset Classes That Could Raise Your Portfolio’s Risk LevelWhy Picking Top Stocks Is Not Enough Read what our team is writing:Ivanna HamptonRussel Kinnel Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

3 Reasons Why Investors Should Streamline Their AccountsHow Low Can You Go with Retirement Accounts?How You Can Consolidate Tax-Deferred AccountsConsolidate Retirement Accounts with the Same ProviderThe Week Ahead in MarketsHere's What to Expect from Macy’s Upcoming EarningsWhat Investors Want to Hear from Macy’s CEOWhat Tanked Arkhouse Management and Brigade Capital Management’s Offer to Macy’sMacy’s Is Focusing on Luxury Sales  Macy’s Stock Outlook Ahead of Earnings Read about topics from this episode.  5 Steps to Spring-Cleaning Your Investment Portfolio 5 Steps to a Minimalist Portfolio 8 Stock Picks in the Apparel Industry Keep up with Morningstar’s Q2 earnings season coverage here. What to watch from Morningstar.Now’s the Time to Diversify Beyond Magnificent Seven Stocks3 Asset Classes That Could Raise Your Portfolio’s Risk LevelbWhy Picking Top Stocks Is Not EnoughIs There a New Leader in the AI Race? Read what our team is writing:Ivanna HamptonChristine BenzDavid Swartz  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven  stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stock market selloff. Preston Caldwell, senior US economist for Morningstar Research Services, explores whether the Federal Reserve needs to make an emergency rate cut.What Caused the Stock Market Selloff?U.S. Tech Stocks and Bank of Japan Raising Interest RatesGlobal Selloff and Big TechShould You Shift Your Portfolio Away from the Magnificent Seven Stocks?How the Magnificent Seven’s Outperformance Affects the U.S. and Global MarketsApple and NVIDIA: Why Their Products Are a Double-Edged SwordWhat Areas of the Market Are Poised for a Rebound?How Diversification Can Help Investors Stop Chasing the Magnificent SevenTop ETF Picks for Portfolio DiversificationWhen Will the Fed Cut Interest Rates?Will There Be an Emergency Interest Rate Cut Before the Fed’s Next Meeting? Read about topics from this episode.  Subscribe to Morningstar’s ETFInvestor Newsletter.Magnificent Seven Stocks Slide, Valuations Looking ‘More Interesting’August 2024 Stock Market Outlook: Small-Cap and Value Stocks ShineWhat Caused the Stock Market Selloff?Markets Brief: Back on Recession Watch?Morningstar’s Guide to Market Uncertainty What to watch from Morningstar.3 Asset Classes That Could Raise Your Portfolio’s Risk LevelWhy Picking Top Stocks Is Not EnoughIs There a New Leader in the AI Race?BOXX ETF: Cash-Like Returns Without the Tax Bill Read what our team is writing:Ivanna HamptonBryan ArmourSarah HansenPreston Caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio.Benefits of Diversifying Beyond U.S. Stocks and BondsWhich Asset Classes Didn’t Move in the Opposite Direction of Stocks?International Stocks Correlations Have Shifted Towards U.S. StocksShould You Have International Stocks in Your Portfolio?Commodities Stock PerformanceWhat Hurdles Could Commodities Face?Cryptocurrency's Correlation Trend and Role in Your PortfolioWhat Investors Need to Know About Private Market InvestingREITs vs Overall U.S. MarketBest Diversifiers for Investors to Add to Their Portfolio Read about topics from this episode.  3 Assets That Might Not Diversify as Well as You ThinkHow Did Diversified Portfolios Hold Up in 2023?Why Simpler Has Been Better for Portfolio DiversificationWhy More Diversification Doesn’t Mean Better ReturnsWhat Higher Inflation Means for Stock/Bond Correlations What to watch from Morningstar.Why Picking Top Stocks Is Not EnoughIs There a New Leader in the AI Race?BOXX ETF: Cash-Like Returns Without the Tax BillActive ETFs: What Investors Need to Know Read what our team is writing:Ivanna HamptonAmy Arnott Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Jack Shannon, a senior manager research analyst at Morningstar Research Services, discusses the struggles of active fund managers in picking winning stocks. He reveals that even with high hit rates, many funds underperform due to high fees and market concentration. Shannon explains how active mutual funds can lag behind passive ones, and he highlights the potential of small-cap stocks for better returns. He also explores the complexities of stock selection, making a compelling case for why amateur investors might benefit from professional insights.

Sarah Hansen discusses the AI market rally and the Fab Five. Sean Dunlop talks about AI in the restaurant industry. Travis Miller explores utilities powering AI. Topics include AI outlook, tech companies' struggles, and AI stocks' revenue.

Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.What Makes BOXX ETF Stand Out  What is a Box Spread?  Tax Advantages Is BOXX ETF Delivering on its Promises?Will BOXX ETF Attract Investors If Cash Yields Drop?How Investors Can Take Advantage of BOXX ETFWill There Be More ETFs Like BOXX?Key Takeaways   Read about topics from this episode.  This Bond ETF Promises T-Bill Returns Without Taxable IncomeAlpha Architect 1-3 Month Box ETFA Tax-Aware Alternative to CashHow to Maximize the Tax Efficiency of ETFsThe Real Tax Magic of ETFs What to watch from Morningstar.Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?How to Find a Great Dividend FundSPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds? Read what our team is writing:Lan Anh TranMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Morningstar Research Services' Bryan Armour, Ryan Jackson, and Daniel Sotiroff discuss the growth of active ETFs, successful strategies, challenges, and misconceptions. They highlight top-rated active ETFs, who should invest in them, and what's next for the market.

Tom Lauricella, Morningstar’s global markets editor, discusses the market's reaction to interest rate forecasts, the impact of a strong economy on bonds, and why investors should still consider bonds. Topics include Nvidia's market influence, stock splits, new dividends, and key takeaways for investors in 2024.

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 AmericasThe Fed’s Inflation Outlook Is a Little Too PessimisticGood News from the Fed’s New Inflation ReportWill the Fed Cut Interest Rates in 2024?How Investors Can Interpret the Fed Lifting its Long Run Interest RateWhy 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 ChangingWill Record Profits During Company Earnings Continue?What Risks Could Cause the Stock Market to Fall? Read about topics from this episode.  Spot Ether ETFs: Should You Invest? 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 RideMaximize Credit Card Points for Better Trips and RewardsInherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs Read what our team is writing:Ivanna HamptonSarah HansenPreston Caldwell  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/