cover of episode Is Your Portfolio Built to Withstand a Market Rotation?

Is Your Portfolio Built to Withstand a Market Rotation?

2024/10/18
logo of podcast Investing Insights

Investing Insights

Shownotes Transcript

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.

Facebook: https://www.facebook.com/MorningstarInc/)

X: https://x.com/MorningstarInc)

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

LinkedIn: https://www.linkedin.com/company/5161/)