Your 2026 Reading List: The Books Our Analysts Are Giving and Reading This Season
Discover thoughtful, insight-rich books perfect for holiday giving or for starting your 2026 reading list strong.
Dan Kemp
Dan Kemp is the chief research and investment officer for Morningstar.
More From Dan Kemp
Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake
Plus, two affordable AI stocks and what investors need to know before 2026.
Markets Brief: Are US Fed Rate Cuts Always Positive for Stocks?
Plus: Netflix’s streaming deal, data center doubts, and sustainable income.
Markets Brief: Alphabet Gains Ground on Nvidia in AI Spending War
Plus: Optimistic forecasts, end-of-year rallies, and Gemini 3.
Markets Brief: Nvidia Stock Weakens as Investors Doubt AI Spending Boom
Plus: Healthcare stocks rebound, December rate cut odds increase and private credit hits a roadblock.
Markets Brief: Stock Valuations May Be Lower, But Volatility Risks Are Higher
Plus: Nvidia earnings on deck, and mind the economic data gap.
3 Big Ideas to Help Investors Prepare for 2026
Markets have a way of humbling even the sharpest forecasters. Here are tactics investors can use whatever the future holds.
The US Dollar Is Weak. Is Your Portfolio at Risk?
Plus, how optimism about Tesla highlights what’s going on in the broader market.
Markets Brief: Mag 7 Stocks in Focus During Earnings Season
Plus: Large-cap stocks, interest rates, AI and emerging markets.
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4
Plus, a look at Nvidia’s potentially record-breaking AI investment.
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
Plus, a look at the lagging performance of healthcare and consumer defensive stocks.
Markets Brief: Patient Investors Rewarded in Earnings Season
Plus: Healthcare stocks, gold, and trade jitters.
Markets Brief: Tax Reprieve Boosts Big Tech Stocks
Plus: Energy stocks, bond yields and nonfarm payrolls.
Markets Brief: Opportunities Build in Healthcare Stocks
Plus: The dangers of thin summer markets, the Fed’s dot plots, and the return of earnings season surprises.
Markets Brief: The Stock Market Rotation Continues
It’s not just out-of-favor US stocks getting attention; non-US markets are also benefiting.
Markets Brief: Tariff Turmoil Shakes Up Stocks and Bonds, Dollar Surges
Plus: Nvidia, DeepSeek, and non-farm payrolls.
Morningstar’s 2025 Investment Outlook for Financial Advisors
Investing conditions in 2025 will be different from 2024. Understand the challenges and opportunities your clients might face in the new year.
Markets Brief: Tech Earnings and Federal Reserve Decision Due This Week
Plus: Oil, healthcare and market forecasts.
Markets Brief: Why Good News Can Be Bad News for Stock Investors
Plus: Bond yields, value stocks, and inflation data.
