Big Picture In Practice Podcast Por Morningstar Ben Johnson Julie Willoughby arte de portada

Big Picture In Practice

Big Picture In Practice

De: Morningstar Ben Johnson Julie Willoughby
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Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.Morningstar Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Stephanie Drescher: The Case for Adding Private-Market Exposure to 401(k) Plans
    Nov 21 2025

    Stephanie Drescher, chief client and product development officer at Apollo Global Management, says it’s up to advisors to educate clients on how to strategically tap into the potential of this market.

    In this episode, Stephanie talks with Ben and Julie about:

    • Making the most of the multi-trillion-dollar opportunity in private markets
    • What’s behind their accelerating democratization
    • The shift from “managing to the lowest fee to achieving the greatest outcome"
    • Why less-liquid private investments are a good fit for long-term retirement funds

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    45 m
  • How Fixed-Income ETFs Transformed Bond Markets: Lessons from BlackRock’s Steve Laipply
    Oct 29 2025

    Are bonds boring? That’s their reputation—and it’s a big part of why investors embrace them.

    But Steve Laippley, global co-head of iShares fixed-income ETFs at BlackRock, thinks there’s also a lot more excitement to bonds than we give them credit for.

    In this episode, Steve talks with Ben and Julie about:

    • ETFs’ role in transforming investor access to bonds
    • The value of bond ETFs in providing liquidity, transparency, and price discovery
    • How fixed-income ETFs fared during the covid-19 market turmoil
    • Recent innovations in the fixed-income space

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    34 m
  • Planning First: Redefining Retirement Income with Schwab’s Inga Rachwald and Rob Williams
    Oct 15 2025
    Schwab’s Rob Williams and Inga Rachwald join Ben and Julie to unpack why retirement income is first and foremost a planning challenge—one that demands balancing emotional biases, clear goals, and smart investment choices. Together, they explore how advisors can reframe conversations around income, broaden clients’ understanding of risk, and apply practical strategies that connect portfolios to real-life outcomes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    42 m
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