Market Volatility: The Stock Strategies That Are Paying Off in 2025

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 (morningstar.com/stocks/how-market-turmoil-made…)
You’re a Factor Investor. You Just May Not Know It Yet (morningstar.com/portfolios/youre-factor-invest…)
Paying Attention to Investment Factors? You Should Be (morningstar.com/personal-finance/paying-attent…)
Why You Shouldn’t Panic Over Daily Market Swings (morningstar.com/markets/why-you-shouldnt-panic…)
Why Quality Stocks Aren’t Doing Better This Year (morningstar.com/stocks/why-quality-stocks-aren…)
2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last? (morningstar.com/markets/2025-market-outlook-ma…)
Morningstar’s Guide to Diversification (morningstar.com/portfolios/morningstars-guide-…)
13 Charts on Q1’s Dramatic Rotation in Stocks (morningstar.com/markets/13-charts-q1s-dramatic…)
3 Surprising Market Winners in 2025 (morningstar.com/stocks/3-surprising-market-win…)

What to watch from Morningstar.
Worried About Inflation? What to Know Before Buying TIPS ETFs (youtu.be/TODz0lOSbvo?si=SfvGQBw5hra43EET)
Market Volatility: The Trade Deals That Could Calm Wall Street (youtu.be/OKps3BWCIbM?si=4Mh0D-9HWmfNCdmi)
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans (youtu.be/L3Cfx6sOYHg?si=uSSz7n-b_2yBZb5t)
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg (youtu.be/hhET8wLljqA?si=bpfUW34Uu14PMo89)
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession? (youtu.be/0MJi8igIxU8?si=IjAGBYMtjABYIAAZ)

Read what our team is writing:
Dan Lefkovitz (morningstar.com/people/dan-lefkovitz)
Ivanna Hampton (morningstar.com/people/ivanna-hampton)

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