In 2025, I had the privilege of speaking with some top investment thinkers for Morningstar’s The Long View podcast. Our team interviewed an array of portfolio managers, strategists, and economists. Many of my favorite moments are included in the Best of The Long View 2025: Investing episode.
Several common themes emerged from the interviews. As investors think about portfolio positioning for 2026, here are a few ideas I found compelling.
This post originally appeared at Morningstar.