Market Volatility: The Stock Strategies That Are Paying Off in 2025
Plus, how factor investors can position their portfolios for future stock rotations.
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Show Notes
Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility.
What Is Factor Investing?
What Factors Have the Strongest Performance Amid Market Volatility in 2025?
Berkshire Hathaway and Other Low-Volatility Stocks Outperformed During Market Volatility
Why Lower-Volatility Stocks Help With Capital Preservation in the Long Term
Which Factors Have Lagged the Broader Stock Market in 2025?
Nvidia and Other Quality Stocks Underperformed During Market Volatility?
How Factor Investing’s Performance in 2025 Fits Into Long-Term Trends
Why Diversification Is Key When Investing in Factors
How Often Should Factor Investors Check Their Portfolio?
How to Position a Portfolio for Future Stock Market Rotations
Key Takeaways
Read about topics from this episode.
How Market Turmoil Made Low-Volatility Stocks Great Again
You’re a Factor Investor. You Just May Not Know It Yet
Paying Attention to Investment Factors? You Should Be
Why You Shouldn’t Panic Over Daily Market Swings
Why Quality Stocks Aren’t Doing Better This Year
2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?
Morningstar’s Guide to Diversification
13 Charts on Q1’s Dramatic Rotation in Stocks
3 Surprising Market Winners in 2025
What to watch from Morningstar.
Worried About Inflation? What to Know Before Buying TIPS ETFs
Market Volatility: The Trade Deals That Could Calm Wall Street
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
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