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Commentary

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 


https://twitter.com/MstarMarkets/status/1417578492498173959

First things first, Morningstar is piloting a new podcast called Market X-Ray. The second episode features chief U.S. market strategist Dave Sekera, 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  


https://twitter.com/MstarETFUS/status/1417953277644263427

Ben Johnson 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  


https://twitter.com/christine_benz/status/1417491812109930504

Everyone’s favorite Morningstar dynamic duo Christine Benz and Susan Dziubinski 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.