The Long View

Rob Arnott: Don’t Sleep on Value Investing (Especially Emerging-Markets Value)

The Research Affiliates founder thinks “value” is cheap, sees shades of the 2000 tech bubble in today’s market, and takes issue with multifactor investing, among other matters.

Jeffrey Ptak, CFA Aug 21, 2019

Nygren: 'A Stock That Doesn't Look Cheap on the Surface Might Be One of the Cheapest'

The Oakmark manager discusses the lasting lessons of the financial crisis and how traditional value metrics aren't necessarily the best gauge of an inexpensive stock.

Christine Benz Aug 7, 2019

Clements: 'It's in Wall Street's Interest to Make Everyday Investors Think That They Are Stupid'

The influential financial writer on what's driving higher market valuations, the challenges of retirement drawdown, and the myth of the 'dumb' investor.

Christine Benz Jul 31, 2019

Garrett: 'The Industry Thought I Was Nuts'

The pioneer in hourly financial-planning guidance weighs in on choosing an advisor and rapidly evolving business models for financial advice.

Christine Benz Jul 17, 2019

Montier: 'How Do I Get Paid for Owning This Asset?'

Amid a weak stretch for value strategies, the asset-allocation specialist discusses why GMO remains pessimistic in its outlook for U.S. stocks.

Christine Benz Jul 10, 2019

Ferri: 'There Are No Average Investors'

The financial advisor and asset-allocation specialist discusses conflicts in advice-giving, which asset classes he avoids, and "factor renters."

Christine Benz Jul 3, 2019

Josh Brown: 'Standardize the Process, Personalize the Advice'

The Ritholtz Wealth Management CEO discusses his transition from broker to advisor and why client portfolios should have fewer assets, not more.

Christine Benz Jun 26, 2019

Evensky: 'It's an Unmitigated Disaster'

Financial-planning guru Harold Evensky on the shortcomings of the SEC's newly enacted Regulation Best Interest, the bucket approach to retirement portfolios, and evolving business models for financial advice.

Christine Benz Jun 19, 2019

Szapiro: 'You Can't Fix What You Can't Measure'

Morningstar's director of policy research on what's ailing the U.S. retirement system, the new SEC rule on advisor conflicts of interest, and why policy recommendations must be data-driven.

Christine Benz Jun 12, 2019

Kitces: 'The Model Has to Change Again'

Financial planning guru Michael Kitces on the future of financial advice: technology, specialization, planning versus investment guidance, and how to pay for it.

Christine Benz Jun 5, 2019

Carolyn McClanahan: ‘There’s More to Money Than Just the Numbers’

Carolyn McClanahan on her shift from practicing medicine to financial planning, how to model health and long-term care costs, and troubleshooting financial risks later in life.

Christine Benz May 29, 2019

Bernstein: ‘I Don’t Think the System Needs Nudges. I Think the System Needs Dynamite.’

In the first installment of Morningstar's new podcast, noted author and investment advisor Bill Bernstein riffs on the role of bonds, hazards in the market today, and fixing the system.

Christine Benz May 7, 2019

The Long View

Rob Arnott: Don’t Sleep on Value Investing (Especially Emerging-Markets Value)

Nygren: 'A Stock That Doesn't Look Cheap on the Surface Might Be One of the Cheapest'

Clements: 'It's in Wall Street's Interest to Make Everyday Investors Think That They Are Stupid'

Garrett: 'The Industry Thought I Was Nuts'

Montier: 'How Do I Get Paid for Owning This Asset?'

Ferri: 'There Are No Average Investors'

Josh Brown: 'Standardize the Process, Personalize the Advice'

Evensky: 'It's an Unmitigated Disaster'

Szapiro: 'You Can't Fix What You Can't Measure'

Kitces: 'The Model Has to Change Again'

Carolyn McClanahan: ‘There’s More to Money Than Just the Numbers’

Bernstein: ‘I Don’t Think the System Needs Nudges. I Think the System Needs Dynamite.’

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