Investing Insights

Is Your Portfolio Built to Withstand a Market Rotation?


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Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.

Trends from the Q3 Market Rotation Extending into Q4

 Key Moments Sparked Market Volatility 

Will Value Stocks Make a Comeback?

 Value and Small-Cap Stock Outlook

What’s Fueling Dividend Stocks Outperformance Against the Broader Market?

Bond Performance in Q3 and Early Q4

What Investors Need to Watch Out for in Q4

Will the Market Rotation Persist?

 What’s Coming Up in the Markets?

Why Boeing’s New CEO Announced Massive Layoffs

How Boeing is Trying to Prevent a Credit Downgrade

What Boeing is Delaying and Eliminating to Move Forward

Where the Machinists’ Strike Stands at Boeing

 

What to Look for in Boeing’s Q3 Earnings

How Investors Should Approach Boeing Stock

 

Read about topics from this episode. 

3 Lessons From Recent Stock Market Drama

Q3 in Review and Q4 2024 Market Outlook

What the Election Could Mean for Big Tech Stocks

How to Use Large-Cap Stocks in a Portfolio

Boeing: Machinists Union Strike Unavoidable and Unfortunate

 

What to watch from Morningstar.

Inherited IRA Rules: What You Need to Know Before 2025

How to Find the Best Health Savings Account

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Is the Fed’s Plan to Avoid a Recession Working?

 

Read what our team is writing:

Dan Lefkovitz

Nicolas Owens

Ivanna Hampton

 

Follow us on social media.

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Instagram: https://www.instagram.com/morningstar... 

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