Latest Human brain Podcast Episodes
2022 Outlook
Simple, but Not Easy - January 11, 2022 16:33 - 58 minutes ★★★★ - 75 ratingsRising Interest Rates. New COVID-19 variants. Inflationary pressures. Those and other factors are on the minds of investors as we head into 2022. Will the new year be one of prosperity, or is it time to fortify your defenses? The truth is that it’s nearly impossible to know. And that’s why we at ...
ESG in 2022: a Simple, but Not Easy Short
Simple, but Not Easy - December 21, 2021 00:44 - 20 minutes ★★★★ - 75 ratingsEnvironmental, social, and governance. More commonly called ESG, it used to be seen in many parts of the investment world as a niche specialty that was mostly about virtue—something that was nice to do. But now there’s been no question that it’s something we need to do, particularly coming out of...
Easing Inflation Worries
Simple, but Not Easy - November 30, 2021 22:01 - 57 minutes ★★★★ - 75 ratingsInflation. 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 forwa...
Q4 Global Convictions: The Beliefs Behind Our Investment Decisions
Simple, but Not Easy - November 17, 2021 23:22 - 43 minutes ★★★★ - 75 ratingsConviction. 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...
How to Capitalize on the Economic Recovery
Simple, but Not Easy - October 15, 2021 05:00 - 57 minutes ★★★★ - 75 ratingsAn 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 ...
Sizing up Risks and Opportunities in Chinese Equities
Simple, but Not Easy - September 27, 2021 16:39 - 28 minutes ★★★★ - 75 ratingsChina 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 po...
The Potential Impact of Corporate Tax Hikes on Equities
Simple, but Not Easy - September 13, 2021 05:00 - 38 minutes ★★★★ - 75 ratingsChanges in the corporate tax rate can have large, one-time effects on a company’s financial statements. Michael Budzinski, Senior Investment Analyst and Portfolio Manager, shares recent Morningstar Investment Management LLC research around corporate tax rate changes.
The Sustainability Stress Test
Simple, but Not Easy - September 07, 2021 15:15 - 49 minutes ★★★★ - 75 ratingsESG 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 ...
Our Global Convictions Following Q2 2021
Simple, but Not Easy - July 28, 2021 22:09 - 40 minutes ★★★★ - 75 ratingsWith stocks reaching new highs and companies borrowing at historically low rates, broad markets offer limited upside. So how should investors position their portfolios in face of that?
2021 Inflation Insights
Simple, but Not Easy - July 12, 2021 22:10 - 59 minutes ★★★★ - 75 ratingsAs more of the US reopens and people begin to return to their normal routines we’ve seen a disconnect between supply and demand, and many are worried that price increases are here to stay. Alfonzo Bruno, associate portfolio manager, shares insights around the current state of inflation, how to i...
Global Energy Stocks: In Structural Decline or a Buying Opportunity?
Simple, but Not Easy - June 28, 2021 05:00 - 30 minutes ★★★★ - 75 ratingsOther than the strong recovery this year, the energy sector has been avoided by many investors. Whether environmental concerns of an increasing number of ESG-focused investors or worries about the secular decline in oil revenues as the world transitions to renewal energy sources, energy stocks ha...
Our Reactions: 2021 Berkshire Hathaway Annual Meeting
Simple, but Not Easy - June 14, 2021 19:01 - 53 minutes ★★★★ - 75 ratingsOur Select Equity portfolio managers share five key takeaways from the 2021 Berkshire Hathaway Annual Meeting. Portfolio specialist Jeff Wagner sits down with Mike Corty, Morningstar Investment Management’s Head of our Select Equity Portfolios team and the portfolio manager of our Tortoise portf...
Our Investment Convictions: Searching for Select Opportunities
Simple, but Not Easy - May 10, 2021 05:00 - 33 minutes ★★★★ - 75 ratingsAfter the late-2020 rally continued into 2021, Philip Straehl and Edward Fane assess the aggregate reward-for-risk picture in world markets and share their views on select asset class opportunities. Philip is the Chicago-based global head of research at Morningstar Investment Management LLC. Ed,...
Will Consolidation Destroy Personalization for Financial Advisors?
Simple, but Not Easy - April 26, 2021 05:00 - 30 minutes ★★★★ - 75 ratingsSlides for this episode are available here, or by emailing us at [email protected].
We're Temporarily Moving to a Biweekly Cadence
Simple, but Not Easy - April 19, 2021 05:00 - 1 minute ★★★★ - 75 ratingsWe'll have a new episode next week, then every other week for a temporary period. Thanks for listening!
Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income
Simple, but Not Easy - April 12, 2021 05:00 - 20 minutes ★★★★ - 75 ratingsStocks have generally roared back from their pandemic lows about a year ago. But what about income? Many dividends were cut when COVID-19 shuttered businesses and kept us at home. What’s the outlook for dividend investors now that stock prices have rebounded? George Metrou, portfolio manager fo...
Is Dollar-Cost Averaging Irrational? Compared to What? (Ep. 30 Rebroadcast)
Simple, but Not Easy - April 05, 2021 05:00 - 31 minutes ★★★★ - 75 ratingsWhile we're off for spring break, we're reprising this episode featuring Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada. They discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one...
To Annuitize or Not? (Episode 35 Rebroadcast)
Simple, but Not Easy - March 29, 2021 05:00 - 26 minutes ★★★★ - 75 ratingsWhile we're off for spring break, we're revisiting this episode that considers whether and when retirees should buy annuities to insure a steady stream of income, based on David Blanchett's research at the time of original airing. Few products are as polarizing among financial advisors than annui...
Rules as Tools: Using Heuristics to Help Empower Financial Success
Simple, but Not Easy - March 22, 2021 05:00 - 27 minutes ★★★★ - 75 ratingsClick here to download the slides for this episode, or email us at [email protected].
South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?
Simple, but Not Easy - March 15, 2021 05:00 - 30 minutes ★★★★ - 75 ratingsIn this episode, Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently. Lyons and Salem review the recent valuation history of this market, analyze drivers of outperformance i...
Demonstrating ESG Commitments for Advisors and Investors
Simple, but Not Easy - March 08, 2021 06:00 - 37 minutes ★★★★ - 75 ratingsSlides for this episode may be found here or by emailing [email protected].
GameStop, Reddit, & Robinhood vs. Investing for the Long Run
Simple, but Not Easy - March 01, 2021 06:00 - 34 minutes ★★★★ - 75 ratingsRead more from Morningstar Investment Management at mp.morningstar.com, including John Owens' article on the subject of this episode here. And find articles from David Whiston, Steve Wendel, and many more at morningstar.com.
From 'the Ibbotson Chart' to Popularity: Lessons Learned From 5 Decades of Asset Allocation
Simple, but Not Easy - February 22, 2021 06:00 - 36 minutes ★★★★ - 75 ratingsTo read articles, watch videos, and learn more about Morningstar Investment Management, go to mp.morningstar.com.
We're Off for Presidents Day
Simple, but Not Easy - February 15, 2021 06:00 - 20 seconds ★★★★ - 75 ratingsEnjoy the holiday! We'll be back next week.
Our Investment Convictions: Finding Balance After a Significant Q4 Rebound
Simple, but Not Easy - February 08, 2021 06:00 - 42 minutes ★★★★ - 75 ratings2020 was roller coaster of a year for investment markets, with the US stock market surging early, crashing in March with news of the pandemic and related shutdowns, then rebounding quickly and continuing to rally—especially in the fourth quarter—to end the year up about 20%, depending on the inde...
Pairing Portfolios With an Investor's Goals
Simple, but Not Easy - February 01, 2021 06:00 - 27 minutes ★★★★ - 75 ratingsIn this panel discussion, portfolio managers from Morningstar Investment Management discuss how to match portfolios with key investor characteristics. The panel is moderated by Marta Norton, CIO for the Americas, and looks at five investor profiles.
We're Off This Week
Simple, but Not Easy - January 25, 2021 14:00 - 21 seconds ★★★★ - 75 ratingsWe'll be back next week with a new episode.
Daniel Needham: How Changes in Active Management May Create Opportunities for Investors
Simple, but Not Easy - January 18, 2021 06:00 - 35 minutes ★★★★ - 75 ratingsPlease take our short survey! Use this link to respond to a few questions to help us continue to deliver episodes you love, or let us know how we can improve.
Income Portfolios: Are They Better for Some Retirees?
Simple, but Not Easy - January 11, 2021 06:00 - 23 minutes ★★★★ - 75 ratingsTo read more about Hong Cheng's research on income portfolios, click here.
Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing (Ep. 27 Rebroadcast)
Simple, but Not Easy - January 04, 2021 06:00 - 42 minutes ★★★★ - 75 ratingsWhy might contrarian investing outperform, and how might an investor know when it's time to head in the opposite direction from the crowd? Daniel Needham, president and global chief investment officer at Morningstar Investment Management, explores why markets are frequently efficient and what ma...
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