U.S. Equity Overload: Time to Rethink Core Diversification

Equities exposure across investor portfolios is at an all-time high and concentration among the largest public companies remains extreme. As the markets seemingly look past tariff uncertainty and reach new heights, diversification away from broad growth and tech stocks and emotion-free stock selection are likely to become even more critical.

With its focus on quality and attractive valuations independent of style or sector, Morningstar’s moat investing philosophy offers investors a proven, contrarian approach that provides a high-conviction complement to core equity allocations. Hear directly from Morningstar’s equity research team for their perspective on market trends and the companies they cover. We’ll highlight: