Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility.  

What Is Factor Investing?

What Factors Have the Strongest Performance Amid Market Volatility in 2025?

Berkshire Hathaway and Other Low-Volatility Stocks Outperformed During Market Volatility

Why Lower-Volatility Stocks Help With Capital Preservation in the Long Term

Which Factors Have Lagged the Broader Stock Market in 2025?

Nvidia and Other Quality Stocks Underperformed During Market Volatility? 

How Factor Investing’s Performance in 2025 Fits Into Long-Term Trends

Why Diversification Is Key When Investing in Factors

How Often Should Factor Investors Check Their Portfolio?

How to Position a Portfolio for Future Stock Market Rotations

Key Takeaways

Read about topics from this episode.  

How Market Turmoil Made Low-Volatility Stocks Great Again

You’re a Factor Investor. You Just May Not Know It Yet

Paying Attention to Investment Factors? You Should Be

Why You Shouldn’t Panic Over Daily Market Swings

Why Quality Stocks Aren’t Doing Better This Year

2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?

Morningstar’s Guide to Diversification

13 Charts on Q1’s Dramatic Rotation in Stocks

3 Surprising Market Winners in 2025

What to watch from Morningstar. 
Worried About Inflation? What to Know Before Buying TIPS ETFs

Market Volatility: The Trade Deals That Could Calm Wall Street

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
 

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Dan Lefkovitz

Ivanna Hampton

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Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities.  

Key Takeaways:

What Are TIPS?

TIPS ETFs vs. TIPS

Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor

How TIPS Have Performed Against the Bond Market in 2025

How Higher-for-Longer Interest Rates Could Create Higher Risk

Should Investors Look to Short- or Long-Term TIPS During Market Volatility?

What’s the Best Account to Hold TIPS ETFs?

Who Should Invest in TIPS ETFs?

2 Top TIPS ETFs Picks

Read about topics from this episode.  

Subscribe to Morningstar’s ETFInvestor newsletter.

TIPS Funds Gain on Fears of Inflation and Economic Downturn

How to Use TIPS in Your Portfolio

Why the Fed May Wait Until July to Cut Interest Rates

Inflation Was Softer in April, but Tariff Impacts Still Loom

What Now? An Investor’s To-Do List for Chaotic Markets

Morningstar′s Guide to ETF Investing

How to Think About Time Horizons in Bond Investing

6 Top-Performing TIPS Funds

3 Defensive ETFs for Current Volatility

What to watch from Morningstar. 
Market Volatility: The Trade Deals That Could Calm Wall Street

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War
 

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Daniel Sotiroff

Ivanna Hampton

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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.

Key Takeaways:

What a Potential Trade Deal Between the US and UK Means for Market Sentiment

What Countries Need to Strike a Trade Deal to Calm Wall Street?

What Persistent High Tariffs and Falling Imports From China Could Mean for the US

How Japan Moving Out of US Treasuries Could Rattle the Bond Market

How Trump’s Tariffs on International Movies Could Affect the Services Sector

How Tariff-Induced Market Volatility Affects the US Dollar’s Strength Globally

Has Market Volatility Made the US a Risky Bet for Stock Investors?

How Investors and Investment Managers Should Handle Market Volatility

What to Watch Before Trump’s 90-Day Tariff Pause Ends

Read about topics from this episode.  

9 Charts on Trump’s First 100 Days in the Markets 

6 Charts on How Trump’s Tariffs Have Upended Global Markets 

Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs 

US-China Trade War Cause Us to Reduce Most US Independent Producers’ Valuations by 2%-13% 

US Treasuries Sell Off as Trade War Calls Haven Status Into Question 

Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil 

May 2025 US Stock Market Outlook: Eye of the Hurricane

What to watch from Morningstar. 
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War
 

Read what our team is writing:

Dominic Pappalardo

Ivanna Hampton

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Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel.

Key Takeaways:

Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting   

Succession Planning for Berkshire Hathaway’s Insurance Business   

What Investors Need to Know About Warren Buffett’s Successor   

Should Greg Abel Spin Off Berkshire Hathaway’s Businesses or Issue a Dividend?   

What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025   

Does Warren Buffett Think the US Is Still a Solid Bet?   

Is Berkshire Hathaway Stock a Buy?

Read about topics from this episode.  

10 Questions for Berkshire Hathaway’s 2025 Annual Meeting 

Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts.

What to Expect at Berkshire Hathaway’s Annual Meeting 

Why Berkshire Hathaway’s Stock is Beating the Market in 2025 

What I Hope My 14-Year-Old Learned at Berkshire Hathaway’s Annual Meeting 

Warren Buffett Dismisses Concerns About Cash Holdings 

9 Charts on Trump’s First 100 Days in the Markets 

US Treasuries Sell Off as Trade War Calls Haven Status Into Question 

How to Invest Like Warren Buffett 

The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing 

Warren Buffett Sold These 2 ETFs. Should You? 

What to watch from Morningstar. 
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
 

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Greggory Warren

Ivanna Hampton

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Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement.

How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate

Conservative Estimate for Starting Safe Withdrawal Rate

Why Has the Starting Safe Withdrawal Rate Gone Down? 

Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate 

What Is the Spending-Ending Ratio? 

Retirement Spending Strategies That Leave Legacy Funds 

Strategies to Help Retirees Spend All Their Retirement Savings 

Should You Delay Social Security? 

What Type of Retiree Should Considering an Annuity?

Pros and Cons of Deferred Annuities 

What’s Next for ’The State of Retirement Income’ Report?

Read about topics from this episode.  

Six Retirement Withdrawal Strategies That Stretch Savings

The Best Ways to Maximize Your Retirement Income in 2025

Navigating the Future of Retirement Income: Trends, Strategies, and Insights

Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule

What’s a Safe Retirement Spending Rate for 2025?

Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All

How to Retire: Tips for Entering Retirement

TIPS Funds Gain on Fears of Inflation and Economic Downturn

How to Use Our Retirement Income Research

What to watch from Morningstar. 
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Where to Find Bargain Stocks in an Expensive Market

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Amy Arnott

Ivanna Hampton

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Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal.

Key Takeaways:

Why Current Market Volatility May Not Be Ending Soon

How to Keep Yourself Steady During Market Volatility

How Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market Volatility

How Retirees Can Mitigate Market Volatility Using the Bucket Approach

Which Asset Classes Have Performed Best and Worst During a Recession?   

What Investors Should Keep in Mind Before Going for Buying Gold

Why It’s Better to Own Large Companies During an Economic Slowdown

Why Consumer Defensive Stocks Have Been Resilient During Recessions   

What Sectors Have Been Hit the Hardest in Past Recessions?

Create an Investment Plan and Stick to It During Market Volatility  

Read about topics from this episode.  

Best Investments to Own During a Recession
Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More
What We’ve Learned From 150 Years of Stock Market Crashes
A Down-Market Survival Guide for Pre-Retirees
A Down-Market Survival Guide for Retirees
How to Use Gold in Your Portfolio
How to Keep Your Cool in a Volatile Market
What Do Tariffs and Increased Recession Risk Mean for Banks?
What Tariff Volatility Means for the Consumer Defensive Sector
What Bucket Investors Should Do in Down Markets
It Feels Different This Time—but It Probably Isn’t

What to watch from Morningstar. 
Market Volatility: What Lies Ahead in Trump’s Trade War
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Does it Pay to Copy Congress’ Stock Trades?
Can Healthcare Stocks Keep Outperforming the Market?
 

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Amy Arnott

Ivanna Hampton

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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.

Key Takeaways:

What an Escalating Trade War Between the US and China Could Mean

Macroeconomic Trends and Rising Deglobalization After Trump’s Tariffs  

What Trump’s 90-Day Pause on Tariffs Means for the Markets and Economy  

How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound  

Why Fixed Income and Equities Are Responding Differently During Market Volatility  

Morningstar Forecasters Predict Higher Economic Risks in 2025

Will the Fed Cut Interest Rates in May?

How to Protect Your Retirement Portfolio During Market Volatility

What Investors Need to Have on Their Radar  

Read about topics from this episode.  

Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term 

Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More 

Even With Trump’s Rollback, Tariffs Would Still Damage the US Economy 

Inflation Slows as Gas Prices Lead Decline in March CPI

US Stocks Surge After Trump Pauses Many New Tariffs 

Stocks Give Up Gains as Tariff Woes Persist 

What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts? 

How Market Volatility Affects Required Minimum Distributions

A Down-Market Survival Guide for Retirees 

What Now? An Investor’s To-Do List for Chaotic Markets 

This Time, It Really Is the Tariffs 

This Is What Real Market Uncertainty Looks Like 

What to watch from Morningstar.

Market Volatility: What to Watch in Q2 After Big Swings in Q1 

Does It Pay to Copy Congress' Stock Trades?

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 
 

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Dominic Pappalardo

Ivanna Hampton

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Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.

What’s the Difference Between the Stock Market and the Economy? 

How Stock Market Trends in 2025 Have Shifted From Last Year 

Worries About Changes Fanning Market Volatility  

How Tariffs Could Impact Growth, Inflation, and Consumer Prices 

Market Volatility Sends Investors Rushing to Gold 

What Are the Risks of a Recession in 2025? 

Why Portfolio Diversification Is a Winning Strategy During Market Volatility

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register. 

Read about topics from this episode.  

13 Charts on Q1’s Dramatic Rotation in Stocks

Trump Tariff Selloff: How Long-Term Investors Can Best Weather the Storm

Tariffs and the Markets: What Investors Need to Know
Q1’s Biggest Lesson for Investors: Diversification Works
US Stocks Fall Sharply as Recession Fears Build on Tariff Worries

Tariffs Are a Self-Inflicted Economic Catastrophe
How Caution and Contrarianism Paid Off for Investors During Q1
What We’ve Learned From 150 Years of Stock Market Crashes
Investors Flock to Ultrashort Bond and Gold ETFs Amid Market Uncertainty

What to watch from Morningstar.

Does It Pay to Copy Congress' Stock Trades?

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Read what our team is writing:

Sarah Hansen

Ivanna Hampton

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Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.

Key Takeaways:

Why Investors May Want to Follow Congressional Stock Trades

Are Members of Congress Good at Picking Stocks?

The Firms Behind the ETFs: Subversive Capital and Unusual Whales

Limitations of the Data on Congressional Stock Trades

How Democrats and Republicans Invest Differently

Both the Democratic and Republican ETFs Favor Tech Stocks

How Outsize Tech Exposure Has Affected the Performance of These ETFs

Why Investors Face Concentration Risk With Thematic Funds Like Congressional ETFs

Why the ‘Black Box’ of Congress’ Investing Strategy Is Risky for Investors

Key Takeaways on Investing in Congressional ETFs
 

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register

Read about topics from this episode.  

The 2 ETFs That Track Congressional Stock Trades

Morningstar’s Guide to ETF Investing

An Investor’s Guide to the Next Trump Administration

The Big Shortfall: Understanding the gap in thematic funds

The Best Tech Stocks to Buy
Are Stock Investors in for Another Tech Wreck?

What Trump’s Trade Wars Could Mean for the Global Economy and Markets
6 ETF Investing Predictions for 2025
 

What to watch from Morningstar.

Can Healthcare Stocks Keep Outperforming the Market?

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Read what our team is writing:

Zachary Evens

Margaret Giles

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Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.  

Key Takeaways:

Why Healthcare Stocks Have Been Resilient During the Market Downturn

How Regulatory Changes Could Affect the Healthcare Industry

Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View

How Have Healthcare Stocks’ Valuations Changed Historically?

How Stock Valuations Differ Within the Healthcare Sector  

How an Aging US Population Affects the Healthcare Sector  

Will GLP-1 Drugs Continue to Grow?  

Regulatory Risks for Healthcare Stocks  

Healthcare Stocks Outlook  

Are Healthcare Stocks a Buy?  

Healthcare Stock Picks  

How Amgen Is Using AI in Healthcare  

Read about topics from this episode.  

Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data
Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges

22 Best Healthcare Companies to Invest In

What to watch from Morningstar.

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Where to Find Bargain Stocks in an Expensive Market

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Karen Andersen

Sarah Hansen

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