Note: For compliance reasons, a password is required for advisor-only content.
Coming soon!
EXPANDED COMMENTARY
“Morningstar Commentary Corner”
-
Program Information
- Advisor Brochure
- Program At-A-Glance
- Investor Brochure
- Investor Program At-A-Glance
- Investment Process Infographic
-
Videos
-
-
NEW Morningstar Quarterly Update: Q1 2022 2022 Outlook & Positioning Morningstar Quarterly Update: Is China a Value Trap? Morningstar Quarterly Update: Q3 2021 Morningstar Quarterly Update: Q2 2021 How To Navigate COVID-19 With Ian Tam COVID-19 & the Market featuring Andrew Lill Markets Look Long in the Tooth Morningstar’s Michael Keaveney explains why he believes it is prudent to be defensively positioned, leaning more towards sectors and markets where valuations are reasonable.
3rd Party Manager Interviews 
Get to know some of the carefully selected program managers, in brief but in-depth segments
Valuation-Driven Asset Allocation Where Does VDAA Fit
Risk, Return & VDAA
Combining Active Mgrs
Narrowing Mgr Selection
Return Objectives for the 5 Portfolios
Currency and Response to Fluctuations
Asset Class Evaluation Frequency
Equities US Equities
Fixed Income Fixed Income & VDAA
Exchange-Traded Funds ETFs & The 5 Pillars
The Benefit of ETFs as Tools
-
Commentaries
- Morningstar Conservative Portfolio
- Morningstar Moderate Portfolio
- Morningstar Balanced Portfolio
- Morningstar Growth Portfolio
-
Product Profiles
- Morningstar Conservative Portfolio: A | F
- Morningstar Moderate Portfolio: A | F
- Morningstar Balanced Portfolio: A | F
- Morningstar Growth Portfolio: A | F
- Visit the performance page for full performance information (login required)
-
Morningstar Insights
-
- NEW Our Current View on Stocks and Bonds in a Fearful Market
- NEW Our Message to Cautious Investors in Today's Environment
- NEW Worried About a Market Downturn? Remember Your Goals
- 2022 Outlook: Ideas from Our Investment Experts
- Inflation is at 30-Year Highs... Views from an Investor, Not an Economist
- How Behavioral Science Can Help Investors Make Better Choices
- Market Perspective Q3, 2021
- Are U.S. Equity P/Es Too High? Let's Look at Growth Rates
- U.S. Banks & Why We Like Them
- What Investors Think, What Advisors Think, and How Everyone Can Get on the Same Page
- Reddit and Robinhood vs. Investing for the Long Run
- The Changing Nature of Active Management
- 5 Lessons From 5 Decades of Asset Management
- Investment Insights: 2020 U.S. Election Results and Our Immediate Views
- Rebalancing & Value Traps
- Turning Volatility Into Positivity
- More Money, More Problems Turning Japanese: The Case For Holding Japanese Equities
- Long Live Value Investing
- Has Corporate America Entered a 'New Normal' of Higher Profits?
- U.K. Equities Amid Brexit: A rose among the thorns
- Better Than An Algorithm
- Stop Teaching; Start Coaching
- Coaching to Mitigate Panic
- Alpha, Beta and Now Gamma
- Investor Brochure
- Optimal Withdrawal for Retirement Inc. Portfolios
- Morningstar Manager Selection
- Advisors in a Good Spot
- The Value of a Gamma-Efficient Portfolio
- Why We Take a Value-Driven Approach
See a lock? Register or login with your email and password.
