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.