What Investors Should Watch for in the Second Half of 2026

What Investors Should Watch for in the Second Half of 2026

Market volatility tends to challenge investors' willpower to stick to their plan. That's understandable because it tends to be easier to say you will focus on the long-term until uncertainty emerges. Geopolitics and artificial intelligence stirred up their share of highs and lows in 2026. What lessons can you learn from past market-moving events to stay invested? And where are the opportunities in the second half of the year?

Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It's part of registered investment advisor, Morningstar Investment Management.

What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More

On this episode:

00:00:31 Welcome

00:01:18 Stock market's first six months of 2026

00:01:41 Events driving this year's market highs and lows

00:06:02 Staying invested during drawdowns and volatility

00:10:04 Morningstar's mid-year market outlook

00:12:19 Fixed-income and equity sector opportunities

00:14:55 Investor takeaways for the second half of 2026

Watch more from Morningstar:

Dividend Investing: How to Find the Right Balance Between Income and Growth

https://www.morningstar.com/podcasts/investing-insights/dividend-investing-how-find-right-balance-between-income-growth-2

Are Mutual Funds Becoming Obsolete?

https://www.morningstar.com/podcasts/investing-insights/are-mutual-funds-becoming-obsolete-2

Brace Your Portfolio for Mega-IPOs

https://www.morningstar.com/podcasts/investing-insights/brace-your-portfolio-mega-ipos-2

Follow Morningstar on social:

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstarinc/

LinkedIn: https://www.linkedin.com/company/morningstar/


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(204)

Dividend Investing: How to Find the Right Balance Between Income and Growth

Dividend Investing: How to Find the Right Balance Between Income and Growth

There's just something about dividends. The popular investing strategy attracts retirees and other investors who need regular cash payouts, as well as those who like the tangible return dividends repr...

26 Jun 15min

Are Mutual Funds Becoming Obsolete?

Are Mutual Funds Becoming Obsolete?

Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs an...

19 Jun 19min

Brace Your Portfolio for Mega-IPOs

Brace Your Portfolio for Mega-IPOs

2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the ...

12 Jun 13min

The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You

The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You

Don't underestimate the benefits of portfolio diversification. A well-diversified portfolio can ride waves of market volatility, and new Morningstar research found that's what happened in 2025. When u...

5 Jun 13min

The Best Opportunities for Fund Investors Today

The Best Opportunities for Fund Investors Today

Morningstar stamps what it thinks about a fund’s future with this Medalist Rating. You’ve probably seen a star with the word Gold, Silver, or Bronze next to a fund you were researching on Morningstar....

29 Mai 11min

Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know

Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know

Macroeconomic conditions are squeezing US airlines and travelers just in time for the summer travel season.  Higher fuel costs due to the conflict in the Middle East are pushing up ticket prices. The ...

22 Mai 12min

Bond ETF Flows Just Flipped. Here's What It Means for You

Bond ETF Flows Just Flipped. Here's What It Means for You

ltrashort bond funds are experiencing highs and lows this year.    They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion....

15 Mai 15min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
rss-pa-konto
finansredaksjonen
utbytte
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
morgenkaffen-med-finansavisen
liberal-halvtime
lederpodden
rss-politisk-preik
rss-kron-podden
pengesnakk