Investing Insights (Video)
Investing Insights (Video)
Morningstar
Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
Investing Insights Has Moved to YouTube!
The video version of Investing Insights podcast has moved to YouTube. If you would like to keep watching the Investing Insights podcast please head over www.youtube.com/morningstar and subscribe to our channel If you would like to listen to the audio version you can find it wherever you get your podcasts. Visit www.morningstar.com/podcast to find all the Morningstar podcasts. We have also included these links in the show notes.
Jan 31, 2020
30 sec
Video
3 Foreign Stock Funds and Where to Go Active
In this week’s podcast, our fund analysts share their foreign-stock favorites to increase your international-equity exposure, Christine Benz discusses her model retirement saver and bucket portfolios, director of passive strategies Alex Bryan on which parts of the market are more ideal for an active approach, equity analyst Dan Romanoff highlights why wide-moat Aspen is well positioned for an oil and gas rebound, and analyst Emory Zink recommends how to pick a short-term bond fund.
Jan 24, 2020
26 min
Video
Mutual Funds in 2019 and Financial To-Do List
In this week’s podcast, Russel Kinnel reviews changes in the mutual funds industry in 2019, Christine Benz provides a tidy way to tackle your financial to-do list over the year, Robby Greengold discusses Fidelity’s highs and lows in the past year, equity analyst Erin Lash shares why Kraft Heinz is worth considering, and our equity analysts examine the utilities, integrated oils, and midstream industries through the lens of ESG.
Jan 17, 2020
31 min
Video
Bond Fund Picks and Vanguard’s Evolution
In this week’s podcast, Christine Benz picks three bond-fund favorites for New Year’s rebalancing, Alec Lucas reviews Vanguard’s evolution in 2019, Charles Gross forecasts a favorable outlook for the housing market, Christine Benz highlights items that should be on investors’ radars in 2020, and Travis Miller sheds light on why renewable energy will be one of the biggest growth drivers in utilities sector.
Jan 10, 2020
22 min
Video
Contenders to Amazon, SECURE Act, and Enbridge
Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
Dec 20, 2019
23 min
Video
ESG Portfolios, Inflation Protection, and AbbVie
In this week’s podcast, Christine Benz discusses her newest ESG model portfolios; Damien Conover on AbbVie’s dividend potential; Alex Bryan with TIPS ETFs to consider; our view on standout boutique Diamond Hill; and a look into our new factor profile tool.
Dec 13, 2019
Video
Equity Funds for Retirement and Dividends in Tobacco
In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.
Dec 6, 2019
30 min
Video
Underspending in Retirement and Value Standouts
In this week’s podcast, Robby Greengold highlights three stand-out value funds, Michael Hodel shares dividend opportunities in telecom, Vanguard's Joel Dickson discusses spending enough in retirement, Charles Gross explains why Sherwin-Williams is overvalued, and Christine Benz shares lessons learned from portfolio makeover week.
Nov 22, 2019
27 min
Video
Bank Dividend Stocks and Choosing Target-Date Funds
In this week’s podcast, equity analyst Eric Compton highlights bank dividends, Vanguard’s Rich Powers discusses what drives fund flows into ETFs, equity analyst Scott Pope explains what makes United Rentals attractive, Jeff Holt provides guidance on choosing the right target-date fund, and analyst Eric Jacobson shares our favorite core plus bond fonds.
Nov 15, 2019
24 min
Video
Year-End Financial Planning and Vanguard Dividend Funds
In this week’s podcast, Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies to prepare retirees for next year's tax season, Travis Miller discusses dividend opportunities in the utilities sector, Eric Jacobson breaks down high-yield municipal bonds, Alec Lucas explores dividend fund options offered by Vanguard, and Soo Romanoff sheds light on Teva’s valuation against the backdrop of the politically charged opioid epidemic.
Nov 8, 2019
28 min
Video
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