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Worried About Inflation? What to Know Before Buying TIPS ETFs May 16, 2025

Show notes

Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities.

Key Takeaways:

What Are TIPS?

TIPS ETFs vs. TIPS

Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor

How TIPS Have Performed Against the Bond Market in 2025

How Higher-for-Longer Interest Rates Could Create Higher Risk

Should Investors Look to Short- or Long-Term TIPS During Market Volatility?

What’s the Best Account to Hold TIPS ETFs?

Who Should Invest in TIPS ETFs?

2 Top TIPS ETFs Picks

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TIPS Funds Gain on Fears of Inflation and Economic Downturn

How to Use TIPS in Your Portfolio

Why the Fed May Wait Until July to Cut Interest Rates

Inflation Was Softer in April, but Tariff Impacts Still Loom

What Now? An Investor’s To-Do List for Chaotic Markets

Morningstar′s Guide to ETF Investing

How to Think About Time Horizons in Bond Investing

6 Top-Performing TIPS Funds

3 Defensive ETFs for Current Volatility

What to watch from Morningstar.
Market Volatility: The Trade Deals That Could Calm Wall Street

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War

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Daniel Sotiroff

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9 Charts on Trump’s First 100 Days in the Markets

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Market Volatility: The Trade Deals That Could Calm Wall Street May 09, 2025

Show notes

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.
Key Takeaways:

What a Potential Trade Deal Between the US and UK Means for Market Sentiment

What Countries Need to Strike a Trade Deal to Calm Wall Street?

What Persistent High Tariffs and Falling Imports From China Could Mean for the US

How Japan Moving Out of US Treasuries Could Rattle the Bond Market

How Trump’s Tariffs on International Movies Could Affect the Services Sector

How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally

Has Market Volatility Made the US a Risky Bet for Stock Investors?

How Investors and Investment Managers Should Handle Market Volatility

What to Watch Before Trump’s 90-Day Tariff Pause Ends

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6 Charts on How Trump’s Tariffs Have Upended Global Markets

Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs

US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13%

US Treasuries Sell Off as Trade War Calls Haven Status Into Question

Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil

May 2025 US Stock Market Outlook: Eye of the Hurricane

What to watch from Morningstar.
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War

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Dominic Pappalardo

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10 Questions for Berkshire Hathaway’s 2025 Annual Meeting

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Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For. May 02, 2025

Show notes

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel.

Key Takeaways:

Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting

Succession Planning for Berkshire Hathaway’s Insurance Business

What Investors Need to Know About Warren Buffett’s Successor

Should Greg Abel Spin Off Berkshire Hathaway’s Businesses or Issue a Dividend?

What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025

Does Warren Buffett Think the US Is Still a Solid Bet?

Is Berkshire Hathaway Stock a Buy?

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What to Expect at Berkshire Hathaway’s Annual Meeting

Why Berkshire Hathaway’s Stock is Beating the Market in 2025

What I Hope My 14-Year-Old Learned at Berkshire Hathaway’s Annual Meeting

Warren Buffett Dismisses Concerns About Cash Holdings

9 Charts on Trump’s First 100 Days in the Markets

US Treasuries Sell Off as Trade War Calls Haven Status Into Question

How to Invest Like Warren Buffett

The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing

Warren Buffett Sold These 2 ETFs. Should You?

What to watch from Morningstar.
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1

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Greggory Warren

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Six Retirement Withdrawal Strategies That Stretch Savings

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Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Apr 25, 2025

Show notes

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement.
How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate

Conservative Estimate for Starting Safe Withdrawal Rate

Why Has the Starting Safe Withdrawal Rate Gone Down?

Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate

What Is the Spending-Ending Ratio?

Retirement Spending Strategies That Leave Legacy Funds

Strategies to Help Retirees Spend All Their Retirement Savings

Should You Delay Social Security?

What Type of Retiree Should Considering an Annuity?

Pros and Cons of Deferred Annuities

What’s Next for ’The State of Retirement Income’ Report?

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The Best Ways to Maximize Your Retirement Income in 2025

Navigating the Future of Retirement Income: Trends, Strategies, and Insights

Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule

What’s a Safe Retirement Spending Rate for 2025?

Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All

How to Retire: Tips for Entering Retirement

TIPS Funds Gain on Fears of Inflation and Economic Downturn

How to Use Our Retirement Income Research

What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Where to Find Bargain Stocks in an Expensive Market

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Amy Arnott

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Best Investments to Own During a Recession
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
What We’ve Learned From 150 Years of Stock Market Crashes
A Down-Market Survival Guide for Pre-Retirees
A Down-Market Survival Guide for Retirees
How to Use Gold in Your Portfolio
How to Keep Your Cool in a Volatile Market
What Do Tariffs and Increased Recession Risk Mean for Banks?
What Tariff Volatility Means for the Consumer Defensive Sector
What Bucket Investors Should Do in Down Markets
It Feels Different This Time—but It Probably Isn’t

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Market Volatility: Which Investments Will Protect Your Portfolio in a Recession? Apr 18, 2025

Show notes

Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal.

Key Takeaways:

Why Current Market Volatility May Not Be Ending Soon

How to Keep Yourself Steady During Market Volatility

How Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market Volatility

How Retirees Can Mitigate Market Volatility Using the Bucket Approach

Which Asset Classes Have Performed Best and Worst During a Recession?

What Investors Should Keep in Mind Before Going for Buying Gold

Why It’s Better to Own Large Companies During an Economic Slowdown

Why Consumer Defensive Stocks Have Been Resilient During Recessions

What Sectors Have Been Hit the Hardest in Past Recessions?

Create an Investment Plan and Stick to It During Market Volatility

Read about topics from this episode.

What to watch from Morningstar.
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does it Pay to Copy Congress’ Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?

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Amy Arnott

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Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term

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Market Volatility: What Lies Ahead in Trump's Trade War Apr 11, 2025

Show notes

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.

Key Takeaways:

What an Escalating Trade War Between the US and China Could Mean

Macroeconomic Trends and Rising Deglobalization After Trump’s Tariffs

What Trump’s 90-Day Pause on Tariffs Means for the Markets and Economy

How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound

Why Fixed Income and Equities Are Responding Differently During Market Volatility

Morningstar Forecasters Predict Higher Economic Risks in 2025

Will the Fed Cut Interest Rates in May?

How to Protect Your Retirement Portfolio During Market Volatility

What Investors Need to Have on Their Radar

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Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More

Even With Trump’s Rollback, Tariffs Would Still Damage the US Economy

Inflation Slows as Gas Prices Lead Decline in March CPI

US Stocks Surge After Trump Pauses Many New Tariffs

Stocks Give Up Gains as Tariff Woes Persist

What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts?

How Market Volatility Affects Required Minimum Distributions

A Down-Market Survival Guide for Retirees

What Now? An Investor’s To-Do List for Chaotic Markets

This Time, It Really Is the Tariffs

This Is What Real Market Uncertainty Looks Like

What to watch from Morningstar.

Market Volatility: What to Watch in Q2 After Big Swings in Q1

Does It Pay to Copy Congress' Stock Trades?

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

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Dominic Pappalardo

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13 Charts on Q1’s Dramatic Rotation in Stocks

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Market Volatility: What to Watch in Q2 After Big Swings in Q1 Apr 04, 2025

Show notes

Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.

What’s the Difference Between the Stock Market and the Economy?

How Stock Market Trends in 2025 Have Shifted From Last Year

Worries About Changes Fanning Market Volatility

How Tariffs Could Impact Growth, Inflation, and Consumer Prices

Market Volatility Sends Investors Rushing to Gold

What Are the Risks of a Recession in 2025?

Why Portfolio Diversification Is a Winning Strategy During Market Volatility

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Read about topics from this episode.

Trump Tariff Selloff: How Long-Term Investors Can Best Weather the Storm

Tariffs and the Markets: What Investors Need to Know
Q1’s Biggest Lesson for Investors: Diversification Works
US Stocks Fall Sharply as Recession Fears Build on Tariff Worries

Tariffs Are a Self-Inflicted Economic Catastrophe
How Caution and Contrarianism Paid Off for Investors During Q1
What We’ve Learned From 150 Years of Stock Market Crashes
Investors Flock to Ultrashort Bond and Gold ETFs Amid Market Uncertainty

What to watch from Morningstar.

Does It Pay to Copy Congress' Stock Trades?

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

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Sarah Hansen

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The 2 ETFs That Track Congressional Stock Trades

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Does It Pay to Copy Congress' Stock Trades? Mar 28, 2025

Show notes

Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.

Key Takeaways:

Why Investors May Want to Follow Congressional Stock Trades

Are Members of Congress Good at Picking Stocks?

The Firms Behind the ETFs: Subversive Capital and Unusual Whales

Limitations of the Data on Congressional Stock Trades

How Democrats and Republicans Invest Differently

Both the Democratic and Republican ETFs Favor Tech Stocks

How Outsize Tech Exposure Has Affected the Performance of These ETFs

Why Investors Face Concentration Risk With Thematic Funds Like Congressional ETFs

Why the ‘Black Box’ of Congress’ Investing Strategy Is Risky for Investors

Key Takeaways on Investing in Congressional ETFs

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Read about topics from this episode.

Morningstar’s Guide to ETF Investing

An Investor’s Guide to the Next Trump Administration

The Big Shortfall: Understanding the gap in thematic funds

The Best Tech Stocks to Buy
Are Stock Investors in for Another Tech Wreck?

What Trump’s Trade Wars Could Mean for the Global Economy and Markets
6 ETF Investing Predictions for 2025

What to watch from Morningstar.

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

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Zachary Evens

Margaret Giles

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