Q2 Market Outlook: Why a Stock Barbell Strategy Is Ideal for Today’s Market
In this bonus episode of The Morning Filter podcast, co-host and Morningstar chief US market strategist Dave Sekera and Morningstar chief US economist Preston Caldwell share their new outlooks for the market and the economy. Tune in to find out whether the market is undervalued today, which sectors hold the best opportunities, and what stocks make Morningstar analysts’ top picks list. Sekera also explains why he thinks a value-growth barbell strategy can win in 2026 and how to execute it.
Caldwell covers when he expects GDP growth to reaccelerate, why worries about the K-shaped economy are…
The skinny
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