Investing Insights

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors. Timestamps:00:44 Will Investors Try Birkenstock on For Size?02:04 NVIDIA’s Sky-High Performance03:32 Mutual Fund Scandal’s 20th Anniversary22:19 5 Stocks to Sell Before Labor Day Read about topics from this episode.  Birkenstock IPO: Will Investors Find the Price Uncomfortable?After Nvidia Stock’s Huge Rally, 6 Key Things to Watch in Q2 EarningsAfter Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?The 5 Biggest Mutual Fund Rating Upgrades of 20233 High-Dividend Stocks to Avoid5 Stocks To Buy as Q2 Earnings Season Wraps Up What to watch from Morningstar.Economy Outshines ‘Uneventful Earnings'Microsoft Bets Big on AI: What Investors Should Know, Part TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What’s Next? Read what our team is writing:Ivanna HamptonRussel KinnelDavid Sekera Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities.Timestamps:Earnings Season TrendsApple and Amazon EarningsWhat Did We See from the Banks in Q2?Key Trends and the U.S. Economy Will There Be a Recession? Inflation TrendsFed and Interest Rates OutlookStock Market OutlookNear-Term Stock OutlookWhat Headwinds Could the Stock Market Face?Takeaways forrom 2023 Read about topics from this episode. July Jobs Report Suggests Economy on Track for ‘Immaculate Disinflation’Markets Brief: Is the Stock Rally Broadening?July CPI Report Cements Improved Inflation Picture5 Stocks To Buy as Q2 Earnings Season Wraps UpThe Stock Market Is Now Fairly Valued. Here’s What to Do Next. Subscribe to Smart Investor! [IH1] What to watch from Morningstar.Microsoft Bets Big on AI: What Investors Should Know, Part TwoMicrosoft Bets Big on AI: What Investors Should Know, Part OneInterest-Rate Forecast: What’s Next?What To Do With Your Cash Right Now  Read what our team is writing:Ivanna HamptonTom Lauricella Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/@Jessica Bebel Nice touch! Thanks for including. [IH1] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps:Big Tech and AIWhat Gives the More Established Companies an Edge?Small Companies and AIWhat’s Next for Microsoft and AI?How to Integrate AIWill People Have to Pay to Interact With for Artificial Intelligence?AI Hype vs. AI RealityWill Google Be Next to Lead the AI Race? The Chase in the AI RaceMicrosoft Stock Outlook Read about topics from this episode. After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?Microsoft and AI: Believe the Hype?Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024Before Investing in AI Stocks, Consider ThisMicrosoft Stock vs. Alphabet Stock: Which Is a Better Buy? What to watch from Morningstar.Interest-Rate Forecast: What’s Next?What To Do With Your Cash Right NowNasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)  Read what our team is writing:Ivanna HamptonDan Romanoff Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps:OpenAI’s Origin Story OpenAI Dropped ChatGPT-4Microsoft and Open AI PartnershipWhat is AI’s Market Size?NVIDIA’s Role in Microsoft's AI Read about topics from this episode. After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?Microsoft and AI: Believe the Hype?Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024Before Investing in AI Stocks, Consider This What to watch from Morningstar.Interest-Rate Forecast: What’s Next?What To Do With Your Cash Right NowNasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)  Read what our team is writing:Ivanna HamptonDan Romanoff Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, explains why he thinks the Federal Reserve is done raising interest rates and when he expects the cuts to start. Meta’s “App-y” FamilyMicrosoft’s Strong Q4Barbie Boost Could Fall Interest Rates OutlookWill There Be Future Interest Rate Hikes?Inflation Is FallingThe Economy is StrongHow Long Will Economic Growth Last?When Will the Fed Start Cutting Interest Rates?Retiring Earlier Than Expected? How to Manage Your Finances  Read about topics from this episode. After Earnings, Is Meta Stock a Buy, a Sell, or Fairly Valued?Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024When Will the Fed Start Cutting Interest Rates?Fed’s Powell Talks Tough After Rate Hike, But a Pause Seen Likely From Here4 Financial Tasks You Shouldn’t Put Off What to watch from Morningstar.What To Do With Your Cash Right NowNasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)Firing Your Financial Advisor? When To Stay, When To Go  Read what our team is writing:Ivanna HamptonPreston CaldwellChristine BenzSusan Dziubinski Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds. Netflix Surpassed ExpectationsUnited Airlines Q2 Results SoaredPNC Projected Slower Growth Inflation, Cash, and BondsBond Outlook 2023Why Should Investors Consider Bonds?Opportunity Costs of Holding Money in Bond FundsIncome In Investor’s Portfolio5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings Read about topics from this episode. Netflix Earnings: Solid Results as Paid Sharing Boosts Subscriber GrowthUnited Airlines Earnings: Robust Q2, but Costs Rising on Upgrades and New Labor AgreementsPNC Earnings: Funding Pressure Remains, but Smaller Changes to Outlook\Is It Time to Break Up With the Bonds in Your Portfolio?What Role Should Cash Play in Your Portfolio? What to watch from Morningstar.Nasdaq 100 Rebalance: What It Means for Your PortfolioHiring a Financial Advisor? Honesty Counts (With Yourself, Too)Firing Your Financial Advisor? When To Stay, When To GoMidyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation  Read what our team is writing:Ruth SaldanhaMadeline HumeChristine BenzAmy C. Arnott  Follow us on social media.Ruth Saldanha on Twitter: @karishmaruthFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the growth-focused index.TimestampsJPMorgan Starts Strong in Q3 Threads Breaks Records, but Will It Produce Profits? Uber and Dominos Deliver a New DealThe Nasdaq 100 Needs Changing What is the Nasdaq 100? The ‘Magnificent Seven’   The Nasdaq’s Special Rebalance   Which Companies Will Gain from the Rebalance? How Will the Nasdaq’s Rebalance Affect ETFs? Money Market Funds vs. CDs: How To Choose  Read about topics from this episode. JPMorgan Earnings: Revenue Outlook Increased Again as Higher Rates Boost Net Interest IncomeMeta Platforms: An Impressive Start for Threads, but Questions RemainUber: Strong Network Effect Has Brought Domino’s OnboardWhat the Nasdaq 100 Rebalance Means for ETF and Index Fund Investors7 Charts on U.S. Fund Flows in the First Half of 2023ETFs Close Mild First Half with an Exclamation PointChoosing a Better Index ETF  What to watch from Morningstar.Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)Firing Your Financial Advisor? When To Stay, When To GoSpot Hidden Crypto Stocks and Funds in Your PortfolioMidyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation  Read what our team is writing:Ivanna HamptonRyan Jackson Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money. How Many People in the U.S. Work with Financial Advisors?Financial Need and Financial AdvisorsMost Common Reasons for Hiring a Financial AdvisorBehavioral CoachingWhat If It’s Not a Match?What Should You Ask Yourself Before Hiring an Advisor? Read about topics from this episode. Firing Your Financial Advisor? When To Stay, When To GoSpot Hidden Crypto Stocks and Funds in Your PortfolioWhy Advisors Shouldn’t Worry About Losing Trust During Market VolatilityMore Investing Tools Won’t Solve All Your Problems  What to watch from Morningstar.Firing Your Financial Advisor? When To Stay, When To Go Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky InflationTurning a ‘Hard No’ Into Financial Freedom  Read what our team is writing:Ivanna HamptonDanielle LabotkaSamantha Lamas  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonSamantha Lamas on Twitter: @SamanthaLamas4Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides. Why Do Investors Stop Working with Financial Advisors?6 Most Common Reasons to Fire an AdvisorWhat Are Investors Actually Looking For?Quality, Cost, and Performance FactorMoney Conversations with Your Advisor How To Repair Your Relationship with Your Financial AdvisorWho Is Most Likely to Breaking Up with an Their Advisor? Read about topics from this episode. Why Do Investors ‘Break Up’ With Their Financial Advisor?Why Advisors Shouldn’t Worry About Losing Trust During Market VolatilityMore Investing Tools Won’t Solve All Your ProblemsEven Advisors Aren’t Immune to Overconfidence Bias  What to watch from Morningstar.Spot Hidden Crypto Stocks and Funds in Your PortfolioMidyear Market News: 'Unusual' Stock Rally and Today’s Sticky InflationTurning a ‘Hard No’ Into Financial FreedomGain From the Weight-Loss Trend With These Stocks  Read what our team is writing:Ivanna HamptonDanielle LabotkaSamantha Lamas   Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonSamantha Lamas on Twitter: @SamanthaLamas4Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Manan Agarwal, quantitative analyst for Morningstar Research Services, explains why cryptocurrencies aren’t hedges against stocks or inflation. What Makes Digital Assets Different from Traditional Assets?Unintended Cryptocurrency ExposuresCompanies With Crypto ExposureBitcoin’s Extreme VolatilityHow Do Funds Invest in Cryptocurrency?Bank Collapse Ripple EffectsBitcoin and Altcoins During Bull and Bear MarketsIs Crypto a Hedge Against Stocks and Inflation?How Do Investors Uncover Hidden Crypto Exposure?Where Should Investors Invest? Read about topics from this episode. The Crypto ETP Market in 6 ChartsUncovering the Hidden Crypto Exposures in Your Investment PortfolioAre Crypto ETFs Coming?What High Inflation Means for Your Portfolio  What to watch from Morningstar.Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky InflationTurning a ‘Hard No’ Into Financial FreedomGain From the Weight-Loss Trend With These StocksDouble Trouble: How the Dot-Com and Tech Bubbles Compare  Read what our team is writing:Ivanna HamptonManan Agarwal  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.