Выпусков: 108

Simple, but Not Easy is a podcast about investing and behavioral science by Morningstar Investment Management LLC. Most shows focus on our asset class research, our principled approach to managing money, or our insights on using behavioral science to help investors and advisors make better decisions.

Simple, but Not Easy Morningstar

    • Бизнес

Simple, but Not Easy is a podcast about investing and behavioral science by Morningstar Investment Management LLC. Most shows focus on our asset class research, our principled approach to managing money, or our insights on using behavioral science to help investors and advisors make better decisions.

    Investing Amidst Uncertainty

    Investing Amidst Uncertainty

    We’ve got the same thing on our mind as the rest of the market—uncertainty. What’s going to happen? Why? When? And what should we do about it? Well, in this episode, taken from a recently recorded webinar, we do our best to address those concerns. We also hope to allay some of the associated fears. To do so, we’ll hear from Tyler Dann, our Head of Research in the Americas; Ricky Williamson, a Portfolio Manager and our Head of U.S. Outcome-Based Strategies; and Paul Arnold, Co-Head of Asset Allocation Strategies.

    • 1 ч. 3 мин.
    Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast)

    Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast)

    Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada, discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one lump sum. Research by Kaplan and others show that dollar-cost averaging might be expected to underperform a lump-sum approach. But what if it's what gets an investor into the markets?

    • 31 мин.
    Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast)

    Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast)

    In this episode, John Owens and Ryan Murphy talk about why price-weighted indexes like the Dow Jones Industrial Average can be distracting to investors.

    John, who's a senior equity portfolio manager at Morningstar Investment Management, explains why investors should disregard single-day Dow point drops, and also any short-term performance.

    Ryan, who's head of decision science at Morningstar Investment Management, shares some recent research that shows someone's risk perspective can be affected by what they pay attention to.

    Together, our guests discuss how discipline and nudges can help investors ignore the noise and stay focused on their financial goals.

    • 28 мин.
    3 Ways to Help Solve Unique Client Challenges with Direct Indexing

    3 Ways to Help Solve Unique Client Challenges with Direct Indexing

    Direct indexing. No longer an exclusive tool of the big-account investor, it’s rapidly working its way down the food chain. Now those with more modest sums to invest are able to employ it, too. But just because you can, does that mean you should? And if you’re an advisor, should you offer it and recommend it to your clients? Our panel covers topics such as the ways that personalization at scale can help advisors grow their business, how direct indexing can help with optimizing after-tax returns, and how advisors can use personalization to help match client ESG preferences with investments, creating stickier relationships along the way.

    • 43 мин.
    Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast)

    Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast)

    In this rebroadcast of an episode from 2021, Paul Arnold and Dan Kemp discuss how advisors can better understand why ESG is important to a client—whether it’s the expression of one’s values or something else. We also look at how advisors might think about matching each client with a portfolio that addresses their unique ESG preferences and needs.

    • 37 мин.
    Fear of the Unknown: Inflation and Rising Rates

    Fear of the Unknown: Inflation and Rising Rates

    “The oldest and strongest emotion of mankind is fear,” author H.P. Lovecraft once wrote. “And the oldest and strongest kind of fear is fear of the unknown.”

    Fear of the unknown is no stranger to the investment world these days. We’re living in scary times. And the investors who aren’t feeling jumpy right now tend to fall into one of two categories: those who have a plan—and those who haven’t a clue.

    Let's talk about how to manage your fear of the unknown when it comes to inflation and rising rates—and why doing so can help you avoid making the wrong moves at the wrong time.

    • 53 мин.

Топ подкастов в категории «Бизнес»

Oksana Smirnova
Техника речи
Бизнес-секреты
Тинькофф Инвестиции
Ольга Гогаладзе
Контур Стартап

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