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Get Selective: Wide Moats for Q4

Webinar details

October 22, 2026

14:00 US ET

Duration

As the market broadens and leadership rotates away from a narrow set of mega-cap names, quality and valuation discipline are coming back into focus. Join Brandon Rakszawski and Morningstar's equity research team for a Q4 update on the wide moat landscape, covering the latest reconstitution results, where Morningstar's analysts see the most compelling opportunities, and how the strategy is positioned heading into year-end.

  • What drove the September 2026 reconstitution and which sectors and companies moved in and out of the index
  • Where Morningstar's equity research team sees the most attractive discounts to fair value across wide moat companies today
  • How the current market environment, rotating leadership, and diverging valuations set up the wide moat strategy heading into Q4

An on demand replay will be available immediately after the live webinar.