Markets in Crisis: How We Seek to Outperform in the Long Term Using Valuations

To give some greater understanding around how we’ve positioned portfolios today and why, we talked to a three of our leaders at Morningstar Investment Management during a recent webcast. Daniel Needham, president & global CIO; Dan McNeela, senior portfolio manager for our Mutual Fund Asset Allocation portfolios; and Michael Corty, head of US equity strategies, speak at times to charts, and we’ve included a link to those charts below in Episode Notes.

Host: Drew Carter, Engineer: George Castady, Guest: Michael Corty, Guest: Dan McNeela, Guest: Daniel Needham

May 4, 2020

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To view the slides referenced on the podcast, please click here.

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