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