#Morningstar #InflationExplained #MidtermElections2022 Investor Connection Summit with Investopedia: What the Midterms Could Mean for Investors Should investors do anything to prepare for the upcoming U.S. midterm elections? Investopedia and Morningstar have teamed up to host a free, live summit for individual investors to make smart portfolio decisions by analyzing the latest market conditions, industry trends, and the state of the U.S. economy. Moderated by Caleb Silver, editor in chief of Investopedia. Guest Speakers: • Preston Caldwell, head of U.S. economics, Morningstar • Dave Sekera, chief U.S. market strategist, Morningstar • Anastasia Amoroso, managing director and chief investment strategist at iCapital Timestamps 0:00 Introduction 1:36 How Do Elections Affect the Market? 10:51 The Inflation Reduction Act and Clean Energy 15:11 Are interest rates going to be cut in 2023? 20:35 What happens to the market after the elections? 22:35 How likely is a recession? 26:52 How is the strong dollar going to affect the market? 30:30 What sectors are undervalued 36:17 Will there be a government bailout, or will the economic cycle return to normal? 37:55 What is a wildcard that you don’t think enough people are talking about? 40:44 What government policies lead to higher performance? What to watch from Morningstar. High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike https://youtu.be/LYdJOPe9Ey8 How to Build a Recession-Proof Portfolio https://youtu.be/AMV65Oy3vW4 2 Stocks for Rising Interest Rates https://youtu.be/sNbJhHFvs3o The CPI Report Looks Bad, but Don't Panic https://youtu.be/tfHhYRl-eOQ The Impact of Inflation on Stocks and Bonds https://youtu.be/pxWVC-Ux0H8 Richard Thaler: ‘We Are Incapable of Learning From the Past’ https://youtu.be/Ggto-hcqq1s The Impact that Rising Interest Rates Has on Bonds https://youtu.be/oDy5GcYqch0 Read what our team is writing. Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell Why We Expect the Fed to Cut Interest Rates in 2023 https://www.morningstar.com/articles/1106505 Fed Signals No Letup in Inflation-Fighting Rate Increases https://www.morningstar.com/articles/1114730 Why We Expect Inflation to Fall in 2023 https://www.morningstar.com/articles/1113268 Dave Sekera https://www.morningstar.com/authors/1514/david-sekera Equities Start Month in Deeply Undervalued Territory After Latest Pullback https://www.morningstar.com/articles/1113153 Strong U.S. Dollar a Headwind to Earnings Growth https://www.morningstar.com/articles/1111486 The Companies That Stand to Win and Lose From the Inflation Reduction Act https://www.morningstar.com/articles/1109386 Follow us on social. Dave Sekera on Twitter: @MstarMarkets Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/