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Q4 Global Convictions: The Beliefs Behind Our Investment Decisions

Conviction. The term derives from the Latin verb convincere, which means “to argue.” And that’s the basis for Morningstar Investment Management’s quarterly global convictions: to present an argument that helps an investor achieve their goals. Or perhaps more directly, what are our high-conviction ideas to fuel investor success? We’ll cover a lot of ground in this episode, including recent market performance and trends, what those developments mean in terms of reward versus risk, inflation concerns, economic-recovery, and more.

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