14 Charts on Q2 Markets

So what exactly has been going on in the markets? [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_smartinvestor&utm_content=37161&elqTrackId=96afd15b175a4f2cabc13a3ff7909354&elq=1626088096f44e838ee0d02b89d3e37d&elqaid=37161&elqat=1&elqCampaignId=17405) [Smart Investor] Smart Investor [Tom Lauricella, chief markets editor]( Twitter: [@LauricellaTom]( [Tom Lauricella] This was certainly a quarter to remember. You might say, ‘Don’t you mean a quarter to forget?” I mean remember. It’s certainly an understandable instinct to try and put behind you the double-digit losses across your retirement savings, 529 plans or trading accounts. And I’m not just talking stocks. We’re looking at big losses in bonds, too. But there are good reasons to take a closer look at what’s happening in the markets and in your portfolio. For starters, there are the practical aspects of checking in on your portfolio right now. [Christine Benz]( outlines [five productive moves any investor should consider]( today, including rebalancing, looking for opportunities among beaten down investments and smart tax strategies. Big picture, big down markets like these remind us of the risks involved in investing. The fact is that bear markets and big declines in stocks aren’t unusual. As we note [here with our look at the history of bear markets]( patience isn’t just a virtue, it’s required if you want to make money over the long term. So what exactly has been going on in the markets? How’s this for a factoid: for only the second time in four decades, stocks and bonds both posted losses for two consecutive quarters. The last time investors saw back-to-back down quarters for both stocks and bonds was in 2008, and before that, 1981. We’ve got two wrap-ups of the second quarter damage across the markets. [Here]( we take a look at the shellacking that formerly high-flying growth stocks have taken with losses of nearly 30% over the last three months. And we’ve got our [latest quarterly market overview]( with 14 charts and tables that take you inside the market action for the last three months. [14 Charts on the Market’s Second-Quarter Performance]( [14 Charts on the Market’s Second-Quarter Performance]( For just the second time in 40 years, bonds and stocks both posted losses for two consecutive quarters. Lauren Solberg [Read More]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] Markets and the Economy [6 Things To Know About Stock Market Crashes and Downturns]( [6 Things To Know About Stock Market Crashes and Downturns]( The regularity of market crashes and declines is a reminder that patience is key to investing in equity markets. Paul Kaplan [5 Things to Do During a Bear Market ]( [5 Things to Do During a Bear Market]( Rebalancing, tax-loss selling, and buying on the dip are among the productive moves to consider. Christine Benz [The State of the U.S. Residential Real Estate Market]( [The State of the U.S. Residential Real Estate Market]( The real estate expert and author Ilyce Glink discuss what’s happening in the housing market, her thoughts on real estate as an investment, and tips for prospective homebuyers. Christine Benz, Jeff Ptak [10 Undervalued Wide-Moat Stocks]( [10 Undervalued Wide-Moat Stocks]( The cheapest stocks in the Morningstar Wide Moat Focus Index—plus stocks the index has recently added and dropped. Susan Dziubinski [Are Bank Stocks Undervalued?]( [Are Bank Stocks Undervalued?]( Valuations are now closing in on recession average lows for JPMorgan, Bank of America and other high-quality bank stocks. Jakir Hossain [Your Value Fund Might Be Buying Meta and Netflix Stock]( [Your Value Fund Might Be Buying Meta and Netflix Stock]( Former growth-stock darlings are now landing in the value stock bucket. Katherine Lynch Chart of the Week [How Much Worse Can It Get for Growth Stocks?]( [How Much Worse Can It Get for Growth Stocks?]( In the second quarter, value outperformed by the widest margin since the dot.com bubble collapse as growth stocks suffered their worst losses since 2008. Lauren Solberg [Read More]( Share: [facebook]( [twitter]( [linkedin]( Popular This Week [Mark Your Calendar for the 2022 Midyear Portfolio Review]( Tune into Christine Benz's webcast on July 6 at noon Central time. Morningstar [The 10 Best Companies to Invest in Now]( The undervalued stocks of high-quality companies are compelling investments today. Susan Dziubinski [The Best Model Portfolios]( How have our picks performed, and did the ratings matter? Jason Kephart [Investing as a Lifestyle Choice]( Will today’s investment trends survive the bear market? John Rekenthaler [Howard Marks: Bull Market Rhymes]( Since the major ups and downs of the markets are primarily driven by psychology, it’s clear that market movements can only be predicted, if ever, when prices are at absurd highs or lows. Listen Now Get the latest investing insights and market updates with [Morningstar’s podcasts]( available on your iPhone, iPad, Android, PC, or smart speaker. Stay connected: [twitter]( [facebook]( [linkedin]( [instagram]( [YouTube]( [Apple News]( [View online]( | [See all newsletters]( | [Share your feedback]( [Unsubscribe]( from this newsletter. Or update your [email preferences](. © 2022 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602