Readers of Morningstar magazine are decision-makers who have looked to Morningstar for investing ideas and insights since its first publication over a decade ago. Every issue is an opportunity to reach a financial advisor or an institutional investor ready to take action and each issue features a Spotlight section covering the latest investing trends.
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Morningstar Magazine Readex Survey Results
Source: Readex Survey.
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Perspectives From Readex Advisor Survey
Morningstar Magazine is one of the most comprehensive and valuable magazines I receive. It is packed with a wealth of information—nearly every article is worth reading. I spend more time reading Morningstar Magazine than I do any other publication.
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Source: 2020 Morningstar Advisor Survey—Advisors who read Morningstar Magazine.
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Morningstar magazine is published four times a year. 59% of subscribers have been in the financial services industry for 21+ years, hold multiple designations, recommend a broad spectrum of products, and manage an average of $410 million in clients assets.
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Source: Morningstar Advisor Survey 2020.
Morningstar Magazine 2020 Editorial Calendar
Spotlight topics are subject to change based on availability of research.
Ad close: December 4, 2020
Materials Due: December 11, 2020
Mail Date: February 11, 2021
Ad Close: March 5, 2021
Materials Due: May 7, 2021
Mail date: May 7, 2021
Ad Close: June 4, 2021
Materials Due: June 29, 2021
Mail date: August 6, 2021
Ad Close: September 3, 2021
Materials Due: September 30, 2021
Mail date: November 8, 2021
As we close in on a vaccine for COVID-19, pharmaceutical
companies have a lot at stake, including developing a successful vaccine, being able to produce enough of it to meet demand, and reputational risk surrounding price and who gets the first doses. We’ll rely on research by analysts Karin Anderson and Damien Conover to determine which companies are doing it right and are poised to strengthen their position for years to come. The rollout of a vaccine will have a lot to do with developments on the political front after the November election. We’ll also take stock on how healthcare will be affected by who holds the White House and controls Congress come January.
The State of Fixed Income
Fixed-income investing is being transformed as investors faces challenges on determining the role bonds play in their portfolios. The corona crash roiled the bond market, sending many bond funds into steep losses as stocks also tanked, leaving investors wondering what happened to the purported diversification benefits bonds are supposed to provide. Meanwhile, yields plummeted, greatly damaging the bonds’ income benefits. Yields are often used as a predictor of future performance of bonds. If so, investors shouldn’t expect much going forward. What’s an investor to do? With yields so low, fund investors are looking to squeeze out every basis point of return they can, and they are flocking to lowpriced index funds to do the job. Like the star stock manager, are the days of the “bond king” numbered?
New Tools for ESG
With the acquisition of Sustainalytics, Morningstar has greatly
expanded its data, research, and tools to help investors analyze and
select ESG investments. Bringing to bear our new resources, which also
includes new data on proxy voting and impact investing, we’ll look at
the Morningstar’s tools are telling us about the opportunities in ESG
The Way We Live Now: Is Chaos the New Norm?
The past 18 months have been tumultuous, from the coronavirus crash
and economic shutdown to social unrest and a volatile presidential
election. What is our state now and what does the future hold? In a
post-COVID world, will we finally take up the challenge of global
warming, before it becomes the next calamity that wrecks economies
and markets? How did the coronavirus change the economy and how
people live and work? Has the way people retire been permanently
altered? What is the future of higher education and how we save for it?
We’ll take stock of the ramifications that these events have on
investors now and into the future.