Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl

Welcome back to Simple But Not Easy. We hope you had an enjoyable summer and are ready to finish the year on a high note. In today's episode, we're excited to dive deep into the world of investing, market strategies, and the future of wealth management. We'll start by getting to know Philip Straehl, Morningstar's new Chief Investment Officer of the Americas, as he shares insights from his career journey and a wealth of knowledge on the evolving market landscape. From there, we'll explore Morningstar's mission and investment philosophy, and importantly, what sets it apart in an ever-evolving financial world. Wealth management industry trends are also on the agenda, and we'll close with some investing themes that everyone should be thinking about. Hosted by Simplecast, an AdsWizz company. See for information about our collection and use of personal data for advertising.

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Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl is an episode from Simple, but Not Easy by Morningstar.

This episode is 00:31:53 long.

This episode was published on Sep 30, 2024.

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