Is the International Outlook Brighter Than the US?
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management. Key Takeaways:How the Markets Have Been Handling Volatility in 2025Why Economic Data Has Stayed More Stable Than the Markets During VolatilityWhy the Timing and the Scale of the Tariffs Were a Shock to the Market Will International Stocks Outperform US Stocks?Why Now Is the Time to Check Your International vs US Stock AllocationShould Investors Broaden Their International Stock Exposure?Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility How Rising Yields in Fixed Income Can Create Opportunities for Investors How the Shape of the Yield Curves Have ShiftedHow US Investors Can Mediate US Dollar Weakness With International Equity Exposure Key Takeaways on the US Market Outlook vs International Market Outlook Read about topics from this episode. 2025 Morningstar Investment Conference: How to Invest Today Bull or Bear? Here’s How the Outlook for Stocks Stacks Up BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine 6 Charts on How Trump’s Tariffs Have Upended Global Markets Should Investors Rethink Global Diversification Amid Tariff Uncertainty? What Higher Bond Yields Mean for Markets in 2025 Why the Bond Market Looks Brighter Than It Did in 2022 The Trade Deals That Could Calm Wall Street Why Holding Assets Outside the US Dollar Has Paid Off in 2025 Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025 For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say What to watch from Morningstar. Digital Advice in 2025: What You Need to Know About Robo-Advisors Demystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing Dividends Read what our team is writing:Philip Straehl Dominic Pappalardo Ivanna Hampton 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/
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18:54
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18:54
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. What Is a Robo-Advisor?Robo-Advisors vs. Traditional AdvisorsWho Should Use a Robo-Advisor?Benefits of Digital Investment Advice vs. a DIY ApproachDo Robo-Advisors Offer Retirement and Taxable Accounts?Limitations of Robo-AdvisorsRobo-Advisor Fee StructureHow Robo-Advisors Are Taking a Hybrid Approach to Financial AdviceHow Morningstar Rates the Best Robo-Advisors of 2025Do Robo-Advisors Control Security Selection in Your Portfolio?Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025Why Fidelity Go Is 2025’s Runner-Up for Top Robo-AdvisorWhy Vanguard Remains the Best Robo-Advisor in 2025The Worst Robo-Advisor of 2025Read about topics from this episode. Are Robo-Advisors Still Worth It?Compare Robo-Advisor Performance & Assess the Best OptionsThe Best Robo-Advisors of 2025Should You Be Using a Robo-Advisor?Are Robo-Advisors Worth Your Investment?Another Robo-Advisor Bites the DustWhat Is a Robo-Advisor?5 Questions to Ask a Financial Advisor What to watch from Morningstar. Demystifying Private Equity and Private Credit ETFs: What Every Investor Should KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs 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/
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24:23
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24:23
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts.Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment Conference How Do Private Equity and Private Credit Investments Work?Why Access to Private Markets Is ExpandingHow Private Assets Pose a Challenge in ETFsPrivate Asset ETF Performance: PRIV and XOVRWhat Does Morningstar Think of Private Asset ETFs?How Firms Are Pricing Private Portfolio SharesCan Private Credit ETFs and Private Equity ETFs Improve Diversification?What Investors Stand to Gain or Lose in Private MarketsWhy Private Equity and Private Credit ETFs Are Here to Stay Read about topics from this episode. Register for the Morningstar Investment Conference 2025How Private Assets Impede the Benefits of ETFsNew Private Credit Funds Want Your Money. Here’s Why You Should Be CautiousIt’s Getting Easier to Invest in Private Assets. What Does That Mean for Investors?What’s It Taking for Private Equity to Reach Smaller Investors?Persistence of Performance in Private EquityUnlikely Allies: Vanguard and Others Team Up to Offer Private-Market InvestmentsPrivate Markets Are Coming to Financial AdvisorsInvestors First: Unlocking Opportunities in Private MarketsMorningstar′s Guide to ETF Investing What to watch from Morningstar. Market Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs Read what our team is writing:Bryan ArmourIvanna Hampton 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/
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15:26
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15:26
Market Volatility: Portfolio Diversification Is Winning in 2025
Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year.How Diversification Has Held Up Against Market Volatility in 2025Which Asset Classes Have Been Strong Diversifiers in 2025?Which Asset Classes Have Struggled as Diversifiers?How Have US vs. Non-US Stocks Performed in 2025?Can Investors Still Turn to Fixed Income During Market Volatility?How Correlations Between Asset Classes Is Key to Diversification60/40 Portfolio vs. Diversified PortfolioWhy the 60/40 Portfolio Outperformed in the Long TermThe Best Ways to Diversify Your Portfolio During Market VolatilityWhat Hasn’t Held Up as Portfolio Diversifiers?How Tough Macro Environments Affect Diversification PatternsKey Takeaways Read about topics from this episode. Diversification Landscape: Building Diversified Portfolios 3 Assets That Might Not Diversify as Well as You Think Portfolio Diversification: Answers to Your Questions The Best Ways to Diversify Your Investment Portfolio in Today’s Market Should Investors Rethink Global Diversification Amid Tariff Uncertainty? For Diversification From Stocks, Cash Has Made a Good Case for Itself What Higher Inflation Means for Stock/Bond Correlations Morningstar’s Guide to Diversification Why Portfolio Diversification Has Helped in 2025 Why Holding Assets Outside the US Dollar Has Paid Off in 2025 What to watch from Morningstar. 13 Elite Companies With Fast-Growing Dividends The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall Street Read what our team is writing:Amy ArnottIvanna Hampton 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/
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16:45
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16:45
13 Elite Companies With Fast-Growing Dividends
David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing.What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List?13 Elite Companies With Fast-Growing DividendsThis part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor’s DividendGrowers list and a follow-up question about companies that weren’t included was inadvertently cut during production. The episode has been updated to restore this information.Why These Companies Failed to Make the Dividend Growers List in 2025Which Companies Were ‘Near Misses’ for the Dividend Growers List?Why Are Higher-Yielding Dividend Stocks Absent?Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon Is Double-Digit Dividend Growth Sustainable for Companies?Which Companies Are on Track to Appear on Next Year’s Dividend Growers’ List? What Investors Need to Know Before Investing in Dividend StocksUndervalued Dividend Growers Stock Picks Read about topics from this episode. Subscribe to the Morningstar DividendInvestor newsletter.Stocks With 5 Years of Double-Digit Dividend Increases7 Undervalued Stocks that Just Raised Dividends10 Top-Performing Dividend StocksWhat You’re Getting Wrong About Dividend InvestingThe 10 Best Dividend StocksThese Dividend Aristocrats Provide Appealing Consistency for Investors What to watch from Morningstar. The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Read what our team is writing:David HarrellIvanna Hampton 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/
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