Principles for Dealing with the Changing World Order by Ray Dalio
Mar 2, 2022 https://www.youtube.com/watch?v=xguam0TKMw8 ...
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Research
Who’s Influenced by Behavioral Biases? Everyone
by Sarwari Das (Morningstar Research) | 2021-05-25 Overconfidence and impatience are usually a bad combination. In investing, it can be destructive. Take the case of Robinhood. In reference to the short-selling squeeze that gripped investors on Robinhood and similar platforms a month ago, Berkshire Hathaway BRK.B...
Read MoreHere’s Why You Should Rebalance
by Adam Millson / Morningstar | 2020-01-21 Over the past decade, investors have become accustomed to U.S. stocks hitting new all-time highs. While the extended bull market has been a boon to portfolio balances, investors that have let the market's rise drive...
Read MoreValue vs. Growth – Inside Value’s Worst Stretch of Underperformance Since the Tech Stock Bubble
By Tom Lauricella and Katherine Lynch | 07 Oct 2019 September brought relief to long-suffering value fund managers and their investors, as returns on funds that were targeting winners among cheap stocks and turnaround stories outperformed growth-company funds by a wide margin. While the value-stock rally was dramatic and sudden, it’s only...
Read MoreMorningstar Cloud Quarterly Market Commentary: First Quarter Trends in 14 Charts
By Tom Lauricella and Gabrielle Dibenedetto | Apr 01 2019 Global equity markets staged a significant rebound in the first quarter, reversing the steep U.S.-led fourth-quarter sell-off, as major central banks backed away from pursuing tighter monetary policy. After the bruising taken by investors in the fourth...
Read MoreThe Economic Cycle That Just Won’t End-by John Rekenthaler
The Economic Cycle That Just Won't End Corporate behavior has played a major role in keeping the economy expanding longer. By John Rekenthaler | Oct 16 2018 Getting Longer The National Bureau of Economic Research measures the current economic expansion at 111 months and counting. The current period is the second-longest expansion of NBER's...
Read MoreWhat Got Hit Among U.S. Stock Funds? By Tom Lauricella
What Got Hit Among U.S. Stock Funds? By Tom Lauricella| Oct 12 2018 When stocks hit an air pocket this week, as is often the case, hardest hit were the corners of the market that had been leading the charge higher. In this case, it's been mutual funds focused...
Read MoreA global tipping point: Half the world is now middle class or wealthier-Homi Kharas and Kristofer Hamel
A global tipping point: Half the world is now middle class or wealthier Homi Kharas and Kristofer Hamel Thursday, September 27, 2018 Something of enormous global significance is happening almost without notice. For the first time since agriculture-based civilization began 10,000 years ago, the majority of humankind is no longer...
Read MoreThe link between stocks and bonds: Will history be our guide? -Vanguard
For the first time since October 2016, investors have experienced negative returns over a three-month period in both the domestic stock and bond markets. This outcome is hardly unprecedented, and the losses for both asset groups—less than half a percent—weren't that significant. But investors may...
Read MoreCredo Study about Canadian MF industry
Competition among fund companies in Canada continues to grow as Canada’s financial advisors “right-size” their product shelves and simplify their businesses by working with fewer suppliers. How do fund companies position their brands for success with financial advisors? Does a company’s brand have the combination of qualities that...
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