Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen•www.morningstar.com

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

Last refreshed: June 26th, 2026 at 9:04 AM ⓘ

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Episodes

Dividend Investing: How to Find the Right Balance Between Income and Growth

There's just something about dividends. The popular investing strategy attracts retirees and other investors who need regular cash payouts, as well as those who like the tangible return dividends represent, even if they are reinvesting those distributions back into their portfolio. But what are the tradeoffs, and are they worth it? It depends on who you ask. From the pages of the Q2 2026 issue of Morningstar Magazine, several specialists argue against chasing higher yield. Instead, they encourag...

Jun 26, 2026•15 min•Ep. 385

Are Mutual Funds Becoming Obsolete?

Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs and collective investment trusts or CITs are challenging mutual funds. How Active ETFs Are Reshaping Fund Fees On this episode: 00:00:00 Welcome 00:01:30 How ETFs and mutual funds are alike and different 00:03:34 What investors prefer now 00:06:10 Cases when owning a mutual fund instead of an ETF coul...

Jun 19, 2026•19 min•Ep. 384

Brace Your Portfolio for Mega-IPOs

2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the shift from private to public markets. Demand is appearing to skyrocket to buy the companies the moment their stocks are publicly available. But is that the right move if you’re investing for the long term? Or are there better opportunities among stocks that are down on fears of AI competition, such ...

Jun 12, 2026•14 min•Ep. 383

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