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Morningstar Moments: 3 Things You May Have Missed

This week, our analysts touched on infrastructure stocks, low-volatility funds, and rebalancing.

Here are the major market moments our analysts have been talking about.

1. Build Your Portfolio With These Infrastructure Stock Picks

First things first, Morningstar is piloting a new podcast called

. The second episode features chief U.S. market strategist

, who talks about Biden’s $2 trillion American Jobs Plan. He covers which stocks could benefit from the infrastructure proposal.

2. The Highs of Low-Volatility Funds

has an important message for investors: “Low volatility does not mean no volatility, just less.” And yes, that includes low-volatility ETFs. Ben takes a deep dive into their performance during the 2020 market downdraft and how investors can use these investments to manage risk in their portfolios.

3. Rebalancing 101

Everyone’s favorite Morningstar dynamic duo

and

are back in the studio. As investors approach retirement, a burning question arises: is it time to rebalance? Christine and Susan tell us when--and how to know--the time is right.

Stay in the loop with @MorningstarInc and our analysts: Dave Sekera, chief U.S. market strategist: @MstarMarkets Ben Johnson, director of global ETF research: @MstarETFUS Christine Benz, director of personal finance: @christine_benz

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

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