Why the Bond Market Looks Brighter Than It Did in 2022
02/28/25 • 22 min
Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.
Bond Market in Q1 2025
Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts
Why Bond Investors Are Worried Following the US Presidential Election
What’s the Bright Side for Bonds?
The Importance of Portfolio Diversification
Morningstar’s 2025 Bond Outlook
Key Takeaways on Portfolio Diversification
What’s New in the Markets?
What Are Restricted Stock Units?
Risks Associated with RSUs
Examining RSU Risk Through Portfolio Personalization
Understanding Concentration Risk’s Effect on Your Total Wealth
Do Separately Managed Accounts Offer Enough Personalization?
How Should Investors Mitigate the Risk?
How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?
Do You Need a Financial Advisor to Diversify Your Portfolio?
Key Takeaways on RSUs and Portfolio Personalization
Read about topics from this episode.
Experts Forecast Stock and Bond Returns: 2025 Edition
What Higher Inflation Means for Stock/Bond Correlations
10 Financial Rules of Thumb You Don’t Have to Follow
Bonds Might Be Losing Money, but There Is a Bright Side
8 Top-Performing High Yield Bond Funds
Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?
How to Make Sure Your Personalized Portfolio Doesn’t Backfire
Should Your Clients’ Stock Portfolios Consider Their Careers?
What to watch from Morningstar.
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Read what our team is writing:
Follow us on social media.
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Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.
Bond Market in Q1 2025
Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts
Why Bond Investors Are Worried Following the US Presidential Election
What’s the Bright Side for Bonds?
The Importance of Portfolio Diversification
Morningstar’s 2025 Bond Outlook
Key Takeaways on Portfolio Diversification
What’s New in the Markets?
What Are Restricted Stock Units?
Risks Associated with RSUs
Examining RSU Risk Through Portfolio Personalization
Understanding Concentration Risk’s Effect on Your Total Wealth
Do Separately Managed Accounts Offer Enough Personalization?
How Should Investors Mitigate the Risk?
How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?
Do You Need a Financial Advisor to Diversify Your Portfolio?
Key Takeaways on RSUs and Portfolio Personalization
Read about topics from this episode.
Experts Forecast Stock and Bond Returns: 2025 Edition
What Higher Inflation Means for Stock/Bond Correlations
10 Financial Rules of Thumb You Don’t Have to Follow
Bonds Might Be Losing Money, but There Is a Bright Side
8 Top-Performing High Yield Bond Funds
Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?
How to Make Sure Your Personalized Portfolio Doesn’t Backfire
Should Your Clients’ Stock Portfolios Consider Their Careers?
What to watch from Morningstar.
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Previous Episode
Where to Find Bargain Stocks in an Expensive Market
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What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode.
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What to watch from Morningstar.
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Next Episode
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.
Limiting the Financial Impact of a Gray Divorce
How to Budget After Divorce
What to Do if There’s a Budget Shortfall
Social Security Divorce Benefits
Gray Divorce Near Retirement
Will a New Tax-Filing Status Result in Higher Taxes?
How to Fairly Split Assets in Divorce
How to Avoid Tax Penalties When Dividing Retirement Accounts
Pros and Cons of Keeping the Family Home
Selling the House and Downsizing After Divorce
Why Hire Professionals to Help with a Gray Divorce
Read about topics from this episode.
Gray Divorce: 10 Financial and Tax Issues You Must Know After 50
Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All
Six Retirement Withdrawal Strategies That Stretch Savings
6 Retirement Financial Myths to Avoid
What You Need to Know About Capital Gains Distributions
How to Choose a Financial Advisor
What to watch from Morningstar.
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
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