Thinking of repositioning your portfolio pre-US election? Think again warns Morningstar Indexes' Dan Lefkovitz
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Dan Lefkovitz, Indexes Strategist at Morningstar Indexes, advises against repositioning portfolios ahead of the November 5, 2024 US Presidential election; the best performing US equity sector since January 2021 has been energy, despite significant spending on solar and wind; historical context shows that stock performance is driven more by earnings and cash flows than by political changes; markets have thrived and crashed under various administrations; investors should prepare for a range of scenarios and maintain diversification; emotional biases can lead to poor investment decisions.

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https://ifamagazine.com/guest-insight-thinking-of-repositioning-your-portfolio-pre-us-election-think-again-warns-morningstar-indexes-dan-lefkovitz/