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Konten disediakan oleh Morningstar. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Morningstar atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Investing Insights
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Konten disediakan oleh Morningstar. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Morningstar atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
…
continue reading
415 episode
Tandai semua (belum/sudah) diputar ...
Manage series 2753
Konten disediakan oleh Morningstar. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Morningstar atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
…
continue reading
415 episode
Semua episode
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Investing Insights
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1 These 4 Dividend ETFs Strike the Right Balance for Income Investors 10:46
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks. Comparing Income and Growth Dividend ETF Strategies Blindspots in Dividend ETF Investing Are Company Payouts Expected to Increase Over Time for Dividend Growth ETFs? Judging the Performance of Dividend ETF Strategies What is Factor Investing? Writing Your Factor Exposure Checklist for Dividend ETFs Gold-Rated Dividend Growth ETFs from Vanguard Why is Vanguard’s Dividend Income Strategy Impressive? Why Schwab’s Dividend ETF Is Worthy of a Gold Rating What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. The Top High Dividend ETFs for Passive Income in 2025 Is It Time to Reconsider Dividend Funds? How to Choose a Dividend Fund How to Maximize the Tax Efficiency of an ETF Portfolio 3 Great US ETFs for 2025 and Beyond What to watch from Morningstar. Vanguard Fee Cuts May Be Small, But They’re a Win For Investors How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund Read what our team is writing: Bryan Armour 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/…
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1 Vanguard Fee Cuts May Be Small, But They’re a Win For Investors 19:47
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Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter . David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week. Vanguard Fee Cuts 2025 Why Is Vanguard Cutting Fees Now? 6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios Vanguard Signals to Investors to Consider Bond Funds Is Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees? Has the “Race to the Bottom” of Cheaper Fund Fees Started Again? What Lower Fund Fees Mean for Vanguard Investors in the Long Term How Vanguard Can Keep and Grow Their Customer Base What’s New in the Markets Introducing The Morning Filter Podcast How The Morning Filter Brings Unique Insights to Listeners What to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans Market Outlook 2025: What Investors Can Expect How Investors and Advisors Learn from The Morning Filter What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. Vanguard Cuts Fees on Nearly 90 Funds and ETFs Vanguard in 2025: What Investors Need to Know Subscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts. 3 Stocks to Buy Before They Bounce Back What to watch from Morningstar. How Inflation, Tariffs, and More Could Impact Your Finances in 2025 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Read what our team is writing: Daniel Sotiroff David Sekera Susan Dziubinski 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/…
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1 How Inflation, Tariffs, and More Could Impact Your Finances in 2025 19:28
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Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs. Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? Outlook for Inflation in 2025 How a Strong Jobs Market Fits into the Fed’s Outlook Why Mortgage Rates Rose When Interest Rates Fell When is the Next Fed Meeting in 2025? Are Interest Rates Going Down in 2025? How Mass Deportations Could Affect Businesses and Consumers How US Tariffs Could Affect Consumer Goods Prices Tracking Inflation, Financial Conditions, and the Housing Market Read about topics from this episode. What Trump’s Proposed Tariffs Would Mean for the Economy Forecasts for December PCE Report Show Continued Improvement on Core Inflation Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty An Investor’s Guide to the Next Trump Administration What to watch from Morningstar. Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Where Investors Can Find the Highest Bond Yields in 2025 Read what our team is writing: Preston Caldwell 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/…
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Investing Insights
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Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings. https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057
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1 Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 16:49
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Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock. What’s Changed About the Inflation Outlook Why Inflation is Running Hotter Again What Stubborn Inflation Means for Investors and the Economy Markets’ Response to Inflation Why Investors Need to Pay Attention to Inflation Drivers What Economists Think Is Next for Inflation Bottom Line for Investors What’s New in the Markets How Trump’s Policy Shift Could Affect Tesla and Other Automakers Is It Still Possible for EVs to Hit Their Accelerated Growth Forecast? Why Tesla May Have a Comeback in 2025 What to Look for in Tesla’s Upcoming Earnings Morningstar’s Outlook on Tesla Stock Read about topics from this episode. Markets Breathe a Sigh of Relief on Softer Core Inflation December Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the Hood Is Inflation Really What Ails Stocks and Bonds? Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise? Tesla: Full-Year Deliveries Decline and Energy Storage Deployments Set Record High What to watch from Morningstar. Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction Read what our team is writing: Sarah Hansen Seth Goldstein 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/…
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Investing Insights
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1 Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund 17:34
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Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next. Open-End Funds vs. Active ETFs Advantages of Active ETFs Appeal for Day Traders Disadvantage of Active ETFs Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts Comparing Open-End Funds and Active ETFs on Key Factors How T. Rowe Price Funds Compare to ETFs Fidelity Funds vs ETFs Performance Capital Group’s Different Approach to Their Funds vs ETFs Decision Expected From SEC on ETF Share Class Requests What’s New in the Markets Netflix's Message to Competitors Too Early to Judge Live Sports Push How Can Netflix Increase Profits? What to Watch for From Netflix’s Earnings Report Morningstar’s Outlook on Netflix Stock Read about topics from this episode. How to Find the Right Active ETF for Your Portfolio Will Active ETFs Outnumber Passive ETFs? 3 Great Active ETFs for Stock Investors Are Active ETFs Truly More Tax-Efficient? Morningstar’s Guide to Active ETFs After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued? 3 Cheap Stocks to Watch in the Fight Over Sports Streaming What to watch from Morningstar. It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction Read what our team is writing: Ivanna Hampton Russ Kinnel Matthew Dolgin 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/…
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Investing Insights
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1 It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? 25:48
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Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025. What Are Private Assets? Risks of Private Assets vs. Public Assets Why Fund Companies Want to Give Retail Investors Access to Private Assets How Investors Can Access Private Assets Today Why Funds Choose Private Credit Instead of Private Equity Why Companies Stay Private How the Lack of Liquidity in Private Assets Plays Out in Interval Funds How Funds Provide Exposure to Private Equity Do Funds with Private Equity or Private Credit Exposure Have Better Performance? Would Holding Private Assets in an ETF Work? Opportunities for Investors in Private Asset Funds Private Asset Fund Outlook Read about topics from this episode. Morningstar's 2025 Outlook: Future Market Investment Strategies When Will Public and Private Equity Markets Finally Converge? DXYZ: This Closed-End Fund Is Not Destiny’s Child Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride Private Credit: Avoid This Common Asset Allocation Mistake 2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market Ask Your Advisor These Questions Before Investing in Private Credit What to watch from Morningstar. Where Investors Can Find the Highest Bond Yields in 2025 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Read what our team is writing: Jack Shannon 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/…
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Investing Insights
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1 Where Investors Can Find the Highest Bond Yields in 2025 14:17
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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive. Why Cash is No Longer King Is a 3% Interest Rate Forecast a Wake-Up Call? Why It's a Good Time for Investors to Move Out of Cash Why Investors Should Move Longer Term in Fixed Income Are Corporate Bonds Still Attractive? Where We Are Seeing Promising Yields From Global Bonds What to Keep in Mind When Investing in Global Bonds Where to Invest in 2025 Read about topics from this episode. Where to Find Returns When Interest Rates Fall Morningstar's 2025 Outlook: Future Market Investment Strategies Morningstar’s 2025 Investment Outlook for Financial Advisors Why Our Best Investment Ideas for 2025 Are Outside the US What to watch from Morningstar. How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 Read what our team is writing: Dominic Pappalardo 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/…
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Investing Insights
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1 How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 14:13
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Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some of 2024’s biggest headlines such as inflation, the broader stock market rally, and new leadership in Washington. Why the Fed Scaled Back from Four Interest-Rate Cuts to Two for 20255 Did the Market Bounce Back After the Drop Following the Fed Rate Decision? Why the Fed Isn’t Saying They Are Seeing a Stronger Economy in 2025 Will Trump’s Tariffs Cause Inflation to Rise? Will the Market’s Momentum Continue into 2025? High Yields in the Bond Market Are Benefitting Investors Will the Trump Administration Boost Bitcoin’s Growth? How Investor’s Should Approach Trump’s Second Term 5 Stories Investors Should Watch for in 2025 Read about topics from this episode. Subscribe to Morningstar’s SmartInvestor newsletter. Stocks Tumble on New Fed Rate Forecast—Here’s Why Fed Sets Stage For Fewer (or Possibly No) Rate Cuts in 2025 Forecasts for November PCE Preview Show More Moderation in Inflation What to Expect From Bitcoin in 2025 What Higher Bond Yields Mean for Markets in 2025 What to watch from Morningstar. How to Diversify Your Portfolio to Handle a Market Correction What Higher Bond Yields Mean for Markets in 2025 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money Read what our team is writing: Tom Lauricella 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/…
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Investing Insights
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1 How to Diversify Your Portfolio to Handle a Market Correction 11:11
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Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while. What is Driving Growth’s Impressive Run? Why Is it Important to Rebalance Now What Triggered Growth’s Largest Selloffs Since 2000 What Was Unusual About the Growth Correction in 2022 Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund Bond Funds that are Defensive if Growth Gets Crushed Small-Value Funds Out of Sync With Large Growth Mid-Growth Funds that are Good Diversifiers Read about topics from this episode. Subscribe to the Morningstar FundInvestor newsletter. 6 Top-Performing Large-Growth Funds Is It Time to Diversify Beyond US Large-Cap Growth Stocks? How to Rebalance Your Portfolio Before 2025 The Best Funds for Rebalancing in 2025 The Best Bond Funds What to watch from Morningstar. What Higher Bond Yields Mean for Markets in 2025 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Read what our team is writing: Russel Kinnel 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/…
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1 What Higher Bond Yields Mean for Markets in 2025 17:24
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Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios. Why Did Bond Yields Rise in the Wake of the Election? How Investors Are Thinking About Rising Bond Yields What the Current Run-Up in Bond Yields Tells Us About the Markets How Do Today’s Yields Compare to History? Will the Flat Yield Curve Start to Steepen? How Bond Yields Affect the Stock Market How Long Can the Market Withstand a Higher Interest Rate Environment? How Bond Yields Affect Mortgages How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction Economic Outlook 2025 Key Takeaways Read about topics from this episode. Postelection Deficit Concerns Fuel Jump in Bond Yields Trump’s Tariffs: A Wild Card for the Markets in 2025 Fed Sticks to Rate Cut Plans, for Now ‘Diversification Is Back’—Why 60/40 Portfolios Are Working What to watch from Morningstar. Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Read what our team is writing: Sarah Hansen 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/…
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1 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 15:38
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Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios. What is Tax-Loss Selling? Are There Limits to How Much You Can Offset Capital? How to Evaluate Your Cost Basis to Find Loss Opportunities What is the 30 Day Rule for Tax-Loss Selling? Why Investors Should Think About Tax-Loss Selling When Markets Are Up How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy Why Tax-Loss Selling is a Bear Market Strategy Read about topics from this episode. How You Could Benefit from Tax-Loss Selling This Year Are Active ETFs Truly More Tax-Efficient? Ready for a Big Capital Gains Tax Bill? What You Need to Know About Capital Gains Distributions Which Investments to Keep Out of Your Taxable Account What to watch from Morningstar. A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Is Your Portfolio Built to Withstand a Market Rotation? Read what our team is writing: Christine Benz 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/…
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Investing Insights
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1 What You’re Getting Wrong About Dividend Investing 22:49
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David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for. Why Investors Are Divided About Dividend Investing The Pitfall of Dividend Fallacy Warning Signal for Dividend Traps Should Investors Focus on Total Return Rather Than Dividends Alone? How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal Rates Why Investors May Not Want to Create Their Own Dividend Why Long-Term Performance Matters When Looking at Dividend Stocks Versus the Broder Market Are Share Repurchases Better Than Dividends at Returning Capital to Stock Owners? (This part of the episode includes a clarification: Taxes on qualified dividends can be avoided if your AGI is below certain levels.) Drawbacks of a Dividend-Focused Investment Strategy Has Dividend Investing Created Bad Investor Behavior? Read about topics from this episode. Subscribe to the Morningstar DividendInvestor newsletter. 3 Dividend Stocks for November 2024 Are Better Days Ahead for Dividend Investors? Is a Dividend Stock Comeback Around the Corner? New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy? There Is Nothing Special About Dividends What to watch from Morningstar. A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Is Your Portfolio Built to Withstand a Market Rotation? Read what our team is writing: David Harrell 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/…
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Investing Insights
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1 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money 15:58
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Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and traditional Medicare during open enrollment. Traditional Medicare vs. Medicare Advantage Why Seniors Shouldn’t Just Roll Over Their Plans in 2025 2025 Medicare Part D Changes Medicare’s New Prescription Payment Plan What Should Seniors Do If Their Medicare Advantage Plan is Being Eliminated? What You Need to Know About Switching Between Traditional Medicare and Medicare Advantage Where You Can Go to Get Help Choosing a New Medicare Plan Read about topics from this episode. Medicare Open Enrollment: What to Know as You Enroll for 2025 I’m 65 and Still Working. Should I Enroll in Medicare? Are Consumers Better Off With Medicare Plus a Medigap Plan? What to watch from Morningstar. A Better Way to Use Leverage in Your ETF Portfolio Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Is Your Portfolio Built to Withstand a Market Rotation? Inherited IRA Rules: What You Need to Know Before 2025 Read what our team is writing: Mark Miller 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/…
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Investing Insights
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1 A Better Way to Use Leverage in Your ETF Portfolio 26:16
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand. Why Leverage Has a Debatable Reputation in Investing Volatility Drag and Leveraged ETFs Why Does Leverage Kill ETFs? What Are ETPs? A Better Way for Investors to Use Leverage in Their Portfolio How Can Investors Add Leverage to Their Portfolio Without Volatility Drag? Costs of Leveraged ETFs How Most Investors Should Gain Exposure to Leverage Do Leveraged ETFs Show Promise? What’s Coming Up in the Markets? How Much Energy Does a Data Center Need to Run? Why Small Modular Reactors Could Be Key to Powering Data Centers Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy? Which Utilities Companies Are Next to Sign Data Center Deals? Is This Shift Toward Nuclear Energy Larger Than Just AI? What to Look for in Utilities Companies’ Earnings Utilities Stock Picks Read about topics from this episode. Subscribe to Morningstar's ETFInvestor Newsletter. The AI Revolution Is Ready to Power Up. It Just Needs Electricity Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks What to watch from Morningstar. Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? Is Your Portfolio Built to Withstand a Market Rotation? Inherited IRA Rules: What You Need to Know Before 2025 How to Find the Best Health Savings Account Read what our team is writing: Bryan Armour Travis Miller 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/…
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