Is Your Portfolio Built to Withstand a Market Rotation?

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 OutlookWhat’s Fueling Dividend Stocks Outperformance Against the Broader Market?Bond Performance in Q3 and Early Q4What Investors Need to Watch Out for in Q4Will the Market Rotation Persist? What’s Coming Up in the Markets?Why Boeing’s New CEO Announced Massive LayoffsHow Boeing is Trying to Prevent a Credit DowngradeWhat Boeing is Delaying and Eliminating to Move ForwardWhere the Machinists’ Strike Stands at Boeing What to Look for in Boeing’s Q3 EarningsHow Investors Should Approach Boeing Stock Read about topics from this episode. 3 Lessons From Recent Stock Market DramaQ3 in Review and Q4 2024 Market OutlookWhat the Election Could Mean for Big Tech StocksHow to Use Large-Cap Stocks in a PortfolioBoeing: Machinists Union Strike Unavoidable and Unfortunate What to watch from Morningstar.Inherited IRA Rules: What You Need to Know Before 2025How to Find the Best Health Savings AccountHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksIs the Fed’s Plan to Avoid a Recession Working? Read what our team is writing:Dan LefkovitzNicolas OwensIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.