Morningstar

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1일 전

Why REIT ETFs Still Work as Real Estate Slumps

The struggle of brick-and-mortar real estate has extended into investment portfolios. Elevated inflation and high interest rates have weighed on the real estate sector over the past few years. Real estate investment trusts or REIT ETFs have not been spared. Yet these exchange-traded funds are popular among income investors. They generate cash and can help diversify a portfolio. So, where do they fit in yours? And which REIT ETFs do Morningstar analysts consider top picks? Dan Sotiroff is the associate director of US Passive Strategies for Morningstar. Dan is also the editor of Morningstar’s ETFInvestor newsletter. Subscribe to Morningstar’s ETFInvestor newsletter. https://newsletters.morningstar.com/ On this episode: 00:00:00 Welcome 00:01:26 Basics of REIT ETFs 00:04:34 Active vs. Passive REIT ETFs 00:06:03 REIT ETFs’ Performance vs US Stock Market 00:09:20 Cutting the Tax Bill on REIT ETF income 00:10:06 Top REIT ETFs From Vanguard & Schwab 00:13:48 Key Takeaways for Income Investors Watch more from Morningstar: How to Make the Most of Your IRA in 2026 3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally How New Retirees Can Spend More Without Risking Their Savings Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

1일 전

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16분
2월 6일

How to Make the Most of Your IRA in 2026

Thanks to its tax benefits, your IRA can be a powerful tool to optimize your portfolio. Investment firms often see a big influx of new contributions into individual retirement accounts in the early part of each year as investors rush to meet the April 15 deadline. If you’re one of the many investors adding new funds to your IRA, Morningstar’s director of personal finance and retirement planning Christine Benz has some ideas on how to make the most of those contributions and improve your portfolio in the process. How to Get the Most Out of Your IRA Contributions On this episode: 00:00:00 Welcome 00:01:16 2026 IRA Contribution Limits 00:01:45 How to Decide Between a Traditional and Roth IRA 00:03:52 Stock Investing Mistakes to Avoid With Your IRA 00:05:20 How to Invest Your IRA When You're Early in Your Career 00:08:13 How to Assess Your IRA in the Middle of Your Earning Years 00:10:23 The Advantages of Non-US Stocks and How to Diversify Your IRA 00:14:30 How to Derisk Your Portfolio as You Approach Retirement 00:16:47 Rebalancing Your IRA Without Tax Consequences 00:17:48 Is it ever too late to Contribute to Your IRA? Watch more from Morningstar: 3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally How New Retirees Can Spend More Without Risking Their Savings Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing? Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Editor's note: An earlier version of this episode published with the wrong episode name and description. Both have been updated. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

2월 6일

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20분
1월 30일

3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally

merging-market funds will have a tough act to follow in 2026. The category racked up big gains last year following small returns for years. And a mix of factors like trade tensions prompted many investors to shift their dollars outside the US. Should you add emerging-market funds to your portfolio? And which ones were winners or losers? Morningstar’s senior principal of ratings Russ Kinnel dug into the data. The editor of the FundInvestor newsletter is here to tell you want he found. Subscribe to Morningstar’s FundInvestor newsletter. On this episode: 00:00:00 Welcome 00:01:20 Why Emerging‑Market Funds Surged After Years of Sluggish Returns 00:02:29 Market Shifts of Leadership in Asia 00:03:36 2025’s Winning Emerging-Market Funds 00:05:08 2025’s Losing Emerging-Market Funds 00:09:34 What’s Next for Emerging‑Market Funds in 2026? 00:10:21 How Fidelity Contrafund’s Will Danoff Built a Successful Stock-Picking Record 00:13:38 What Everyday Investors Can Learn from Danoff Watch more from Morningstar: How New Retirees Can Spend More Without Risking Their Savings Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing? How to Generate Steady Income in 2026 Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

1월 30일

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16분
2월 5일 · 보너스

3 International Stocks to Buy for 2026

In this bonus episode of The Morning Filter podcast, host Susan Dziubinski talks with Morningstar chief Europe markets strategist Michael Field about international investing. They discuss the market outlook for Europe this year and whether European stocks have any gas left in the tank after outperforming in 2025. Tune in to find out which European countries and sectors look most attractive from a valuation perspective today. They wrap up with three stock picks to buy in 2026 for the long term. 00:00:00 Welcome 00:01:50 2026 Market Outlook: Europe 00:03:42 Will European Stocks Outperform This Year? 00:07:35 Attractive Sectors to Invest In Today 00:14:13 Stock Picks for the Long Term Read about topics from this episode. Best International Companies to Own: 2026 Edition Watch Michael Field's 2026 Outlook Webinar Read Dave’s complete archive. Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

2월 5일 · 보너스

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22분
3일 전

Sara Devereux: Bonds Are Still Ballast

Today’s guest on The Long View is Sara Devereaux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income. She oversees the investment professionals responsible for portfolio management, trading, and research for Vanguard’s internally managed fixed-income funds and ETFs, including actively managed bond and money market portfolios and bond index portfolios. Before joining Vanguard in 2019, Sara was a partner at Goldman Sachs, where she spent over 20 years in mortgage-backed securities and structured products trading and sales. Earlier in her career, she worked at HSBC, in risk management advisory and interest rate derivative structuring. She started her career as an actuary at AXA Equitable Life Insurance. Barron has named Sara to its annual list of the 100 Most Influential Women in US Finance every year since 2022. Episode Highlights00:00:00 Vanguard’s Investing Philosophy and New Innovations 00:06:20 Active Fixed-Income Strategy and the Alpha Waterfall 00:13:34 ETF’s Explosion, Active Management, and Private Credit Risk 00:23:10 How Technology Is Reshaping the Bond Market 00:29:51 Bond Market Performance 2025, Bonds as Ballasts, and Term Premiums 00:37:27 Bond Market Risks in 2026 00:42:51 Shifting Policy Crosswinds, Cracks in Credit, and AI Capex Risks 00:50:18 Technical Signals to Watch in 2026 Books MentionedStay the Course: The Story of Vanguard and the Index Revolution More From MorningstarVanguard’s Sara Devereux: Why It’s a ‘Terrific Environment’ for Bond Income Salim Ramji: The Industry Uses Complexity As a Mask to Charge More Morningstar’s Guide to Fixed-Income Investing If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3일 전

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56분
2025. 09. 19.

Should You Hold Cash Investments After the Fed Cuts Interest Rates?

There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final months of 2025. What may matter more is the time horizon for your financial goals. Morningstar Inc Portfolio Strategist Amy Arnott has examined why for some investors, sticking with cash is a less risky and better approach. Oracle’s transformation is serving as a reminder that big opportunities to invest in artificial intelligence still exist. The database provider’s expansion into being a cloud provider recently sparked a 42% jump in its stock price. That caught the attention of Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. The author of the Markets Brief says one of the big takeaways is that stocks like Oracle are making good use of AI, and investors should look beyond the popular names. In next week’s Markets Brief, Dan will dive into how the Federal Reserve’s quarter-point rate cut feeds into changed opportunities and risks in the broader markets for the long term. On this episode: Let’s start with an explainer. What is cash? Interest rates are a popular topic now. The Federal Reserve is expected to announce its rate decision this afternoon. Morningstar’s economics team and market watchers are predicting lower rates. Should bond investors swap short-term Treasury bills for 20- to 30-year Treasury bonds? Talk about why it could be a mistake for bond investors to assume the Fed will cut rates that match predictions. In your article, Why Cash Is Still King for Short-Term Goals, you discussed a couple of reasons why cash yields still look good. Can you explain? What are some of the trade-offs when holding cash? Where are best places to invest cash if you need the money sometime within the next 12 months? Are there any places where people might not want to keep their cash holdings? And what about goals with a time horizon that’s a little bit longer—like two or three years? What’s the takeaway for investors weighing whether to take on the risk of long-duration bonds? Read about topics from this episode. Why Cash Is Still King for Short-Term Goals 7 Reasons to Stop Freaking Out Over the Fed How to Use Taxable Bonds in a Portfolio The Best Bond Funds How to Use Cash in a Portfolio The 4 Rules for Cash: How to Manage Your Money the Smart Way Markets Brief: Can a Bumper Fed Rate Cut Give Stocks Another Boost? What to watch from Morningstar. What You Need to Know Before Choosing a Stock ETF Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors Do Dividend Stocks Benefit From Non-US Revenue? This Classic Investment Strategy Is Still Alive in 2025 Read what our team is writing. Amy C. Arnott Dan Kemp Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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.

2025. 09. 19.

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18분
2025. 12. 05.

Ritholtz Wealth Management: “Tax Advice is Financial Advice"

Bill Sweet, chief financial officer, and Bill Artzerounian, director of tax services at Ritholtz Wealth Management, say that a thousand dollars saved in taxes creates more client satisfaction than six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management. In this episode, Bill and Bill talk with Ben and Julie about: The importance of investing in artisan tax planning as a financial advisory practiceWhy wealth firms are pulling tax work in-houseThe tax landmines in the One Big Beautiful BillOverlooked issues in estate planning and inheritance taxesCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

2025. 12. 05.

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44분
2025. 09. 12.

What You Need to Know Before Choosing a Stock ETF

Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the hidden risks in stock ETFs and what investors should look out for. Dan is a senior manager research analyst for Morningstar Research Services and the editor of Morningstar’s ETFInvestor newsletter. Can you talk about the idea that ETFs should be able to compensate investors for the risk they take on? What is an “appropriate level of return”? When looking at the risk and return profiles of ETFs, the term “active risk” often comes up. Can you give us a definition? What kinds of funds have the lowest active risk? Can you give an example of two ETFs that appear similar but take on different levels of risk? You’ve written that “any stock ETF with fewer than 100 holdings is a red flag.” Why is that? Does the management style of the fund make a difference for concentrated funds? Would a passive, index-tracking ETF run into the same issues as an actively managed ETF? Thematic ETFs are a popular example of concentrated portfolios with high active risk. How have they performed? Do investors tend to miss the timing on thematic funds? It seems like strong returns tend to be short-lived. At Morningstar, we often talk about fees as a predictor of performance. Do you see the same thing here? Should investors always choose a fund that takes on predictable risk? Or are there cases where higher active risk is worth it? What is one takeaway you have for investors that are trying to choose an ETF? Read about topics from this episode. Subscribe to Morningstar’s ETFInvestor newsletter. The Hidden Risks in New ETFs The Best ETFs and How They Fit in Your Portfolio Morningstar′s Guide to ETF Investing Passive Funds Beat Active Amid This Year’s Market Volatility What to watch from Morningstar. Investing in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors Do Dividend Stocks Benefit From Non-US Revenue? This Classic Investment Strategy Is Still Alive in 2025 These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio? Read what our team is writing. Daniel Sotiroff Margaret Giles Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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.

2025. 09. 12.

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14분
5일 전

4 Stocks to Buy Before Their Big Discounts Disappear

In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski discuss whether last week’s software stock selloff was overdone and if the AI trade is dead. They cover why Zimmer Biomet ZBH and Applied Materials AMAT are earnings reports to watch and what this week’s CPI numbers could mean for the market. Tune in to find out if Alphabet GOOGL, Amazon.com AMZN, Advanced Micro Devices AMD, or Palantir PLTR are stocks to buy after earnings—and which stock just received a 78% fair value upgrade from Morningstar. They review Dave’s latest stock market outlook and whether there’s any opportunity left in small-cap stocks after their run-up. They close with four stock picks that currently trade at big discounts now but that may not be for long. Episode Highlights 00:00:00 Welcome 00:01:58 Software Stocks & The AI Trade 00:07:58 On Radar: CPI & Earnings Reports 00:11:14 Latest: GOOGL, AMZN, Outlook 00:27:01 Stock Picks of the Week Read about topics from this episode. US Stock Market Outlook: Where We See Investing Opportunities in February Read Dave’s complete archive. Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5일 전

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36분
1월 16일

Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

Quantum computing stocks have surged in popularity over the past year, capturing investors’ enthusiasm on the coattails of the artificial intelligence boom. These buzzy names took off last summer after a slew of announcements and research breakthroughs from the biggest players in the tech industry like Alphabet GOOGL/GOOG, Amazon AMZN and Microsoft MSFT. Quantum computing promises to be one of the most transformative technological developments of the next few decades, but Morningstar’s analysts caution that mainstream market adoption could be a long away. Dan Romanoff, a senior equity research analyst on the technology team at Morningstar, discusses new developments in the quantum computing landscape and the best way for investors to get exposure in their portfolios now. Quantum Computing Market Insights On this episode: 00:00:00 Welcome 00:01:28 What Is Quantum Computing? 00:04:37 Why Are Computing Stocks Attracting Investors? 00:12:45 Quantum Technology Isn’t Yet Ready for the Mainstream 00:18:19Quantum Could Represent a $200 Billion Market 00:22:48Winners and Losers in Quantum Computing Stocks 00:25:28How To Invest in Quantum Computing Now Watch more from Morningstar: How to Generate Steady Income in 2026 All in on Magnificent 7? Where You Should Invest Next 9 Top ETFs for Income Investors That Stood Out in 2025 Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

1월 16일

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31분

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets.

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Morningstar

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Why REIT ETFs Still Work as Real Estate Slumps

How to Make the Most of Your IRA in 2026

3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally

3 International Stocks to Buy for 2026

Sara Devereux: Bonds Are Still Ballast

Should You Hold Cash Investments After the Fed Cuts Interest Rates?

Ritholtz Wealth Management: “Tax Advice is Financial Advice"

What You Need to Know Before Choosing a Stock ETF

4 Stocks to Buy Before Their Big Discounts Disappear

Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?

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Morningstar

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