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 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/