Market Volatility: What Lies Ahead in Trump's Trade War
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 MeanMacroeconomic 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 2025Will the Fed Cut Interest Rates in May?How to Protect Your Retirement Portfolio During Market VolatilityWhat 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 CPIUS 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 DistributionsA 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 Read what our team is writing:Dominic PappalardoIvanna 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/
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13:03
Market Volatility: What to Watch in Q2 After Big Swings in Q1
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 VolatilityWhat'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 StocksTrump Tariff Selloff: How Long-Term Investors Can Best Weather the StormTariffs and the Markets: What Investors Need to KnowQ1’s Biggest Lesson for Investors: Diversification WorksUS Stocks Fall Sharply as Recession Fears Build on Tariff WorriesTariffs Are a Self-Inflicted Economic CatastropheHow Caution and Contrarianism Paid Off for Investors During Q1What We’ve Learned From 150 Years of Stock Market CrashesInvestors 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 RiskGray Divorce: How to Avoid Triggering a Costly Tax Bill Read what our team is writing:Sarah HansenIvanna 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/
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14:30
Does It Pay to Copy Congress' Stock Trades?
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 TradesAre Members of Congress Good at Picking Stocks?The Firms Behind the ETFs: Subversive Capital and Unusual WhalesLimitations of the Data on Congressional Stock TradesHow Democrats and Republicans Invest DifferentlyBoth the Democratic and Republican ETFs Favor Tech StocksHow Outsize Tech Exposure Has Affected the Performance of These ETFsWhy Investors Face Concentration Risk With Thematic Funds Like Congressional ETFsWhy the ‘Black Box’ of Congress’ Investing Strategy Is Risky for InvestorsKey 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 TradesMorningstar’s Guide to ETF InvestingAn Investor’s Guide to the Next Trump AdministrationThe Big Shortfall: Understanding the gap in thematic fundsThe Best Tech Stocks to BuyAre Stock Investors in for Another Tech Wreck?What Trump’s Trade Wars Could Mean for the Global Economy and Markets6 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 BillWhy the Bond Market Looks Brighter Than It Did in 2022 Read what our team is writing:Zachary EvensMargaret Giles 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/
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13:19
Can Healthcare Stocks Keep Outperforming the Market?
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 DownturnHow Regulatory Changes Could Affect the Healthcare IndustryWhy Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up ViewHow 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 DataNovo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small TrialHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksBiopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges22 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 BillWhy the Bond Market Looks Brighter Than It Did in 2022Where to Find Bargain Stocks in an Expensive Market Read what our team is writing:Karen AndersenSarah Hansen 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/
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21:37
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.What is the Downside Capture Ratio? Why Funds with A Low Downside Capture Ratio Make Good Diversifiers How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture? Why Savers Should Look for Low-Risk Investments Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk Alternative Funds for Diversification What is Arbitrage? Large-Blend Funds to Help Preserve Capital Defensive Large-Value Funds to Consider A Small-Value Fund That Can Serve as a Good Diversifier How Can Risk-Averse Investors Get Zero Downside?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. Get tickets here. Read about topics from this episode. Subscribe to the FundInvestor NewsletterHow to Diversify Away From Large-Growth FundsHow to Diversify Your Portfolio to Handle a Market Correction3 Super Risky Low-Risk FundsA Practical Test for Contrarian Investing: When Should You Go Against the Grain? Where to Invest in 2025 and BeyondThe Thrilling 365 Mistakes to Avoid With Your Investment Portfolio in 2025Can Growth Stocks Keep Powering the Market Higher? What to watch from Morningstar. Gray Divorce: How to Avoid Triggering a Costly Tax BillWhy the Bond Market Looks Brighter Than It Did in 2022Where to Find Bargain Stocks in an Expensive Market These 4 Dividend ETFs Strike the Right Balance for Income Investors Read what our team is writing:Russel KinnelIvanna 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/
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