97 episodes

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

    • Business
    • 4.3 • 56 Ratings

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.

    Easing Inflation Worries

    Easing Inflation Worries

    Inflation. It's showing up in headlines and in conversations between everyone from political pundits to investment professionals and clients. It’s no different for us here at Morningstar, and most of what we’re hearing boils down to two key questions: what are our views on inflation, moving forward, and what are we doing to prepare for the potential threat of a continuing rise? In this episode, the conversation revolves around what’s driving inflation in the short and long term, ways we can try to protect investors from it, and how our Real Return portfolio series aims to provide returns that beat inflation.

    • 57 min
    Q4 Global Convictions: The Beliefs Behind Our Investment Decisions

    Q4 Global Convictions: The Beliefs Behind Our Investment Decisions

    Conviction. The term derives from the Latin verb convincere, which means “to argue.” And that’s the basis for Morningstar Investment Management’s quarterly global convictions: to present an argument that helps an investor achieve their goals. Or perhaps more directly, what are our high-conviction ideas to fuel investor success? We’ll cover a lot of ground in this episode, including recent market performance and trends, what those developments mean in terms of reward versus risk, inflation concerns, economic-recovery, and more.

    • 43 min
    How to Capitalize on the Economic Recovery

    How to Capitalize on the Economic Recovery

    An economic recovery is cause for celebration, but how, exactly, do we capitalize on it? Since it began in 2020, the decline that COVID brought us has been called the deepest and shortest economic crisis in history, and the nature of the forced shutdown followed by the subsequent reopening is an indication of just how unique this recovery has been. In this episode, we examine the recovery’s progress as it stands now. We also touch on where some of the risks may lie and how our portfolios are positioned to best take advantage of the recovery as it marches on.

    • 57 min
    Sizing up Risks and Opportunities in Chinese Equities

    Sizing up Risks and Opportunities in Chinese Equities

    China is a key talking point in the investment community today, as a regulatory crackdown has spooked markets. Chinese regulators have targeted specific sectors such as technology, education and real estate as part of a crackdown aimed at aligning the Chinese private sectors with its long-term policy agenda. In today’s episode, we will take a closer look at recent events in China and discuss both risks and potential opportunities in Chinese stocks today.

    • 28 min
    The Potential Impact of Corporate Tax Hikes on Equities

    The Potential Impact of Corporate Tax Hikes on Equities

    • 38 min
    The Sustainability Stress Test

    The Sustainability Stress Test

    ESG investing, which focusses on an investment’s environmental, social, and governance impact or risk, has grown immensely in recent years, attracting significant inflows. But what happens to ESG investing during a market downturn? Are ESG considerations left by the wayside as investors focus on financial market risks? Ryan Murphy, Head of Decision Sciences for Morningstar Investment Management, discusses his research on the behavioral sustainability stress test.

    • 49 min

Customer Reviews

4.3 out of 5
56 Ratings

56 Ratings

MATT@CYB ,

Great listen!

Investing advice from people who truly know the ins and outs of the life of an investor. The stories described in episodes gives you a real-life feel to it! Highly recommend!

texex46 ,

Outer Limits Episode?

Good grief! Are you talking to someone on Mars? Or is this an Outer Limits Episode 89 communicating with another dimension? The UK too far? With today’s technology surely you can get better sound quality? No? Sad…

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