Dan Lefkovitz

Morningstar Indexes’ global revenue study shows many equity markets have become more internationally connected, led by the rise of AI companies.

The AI boom has reshaped stock markets, but a June selloff exposed the risks of lofty valuations and growing concentration.

The effects of SpaceX and other big private companies going public won’t be sweeping or come all at once.

Why emerging-market stocks are a good investment today.

Good news: Bad first quarters don’t necessarily portend bad years.

In the US, both high-dividend stocks and dividend-growth stocks are outperforming amid AI disruption.

Here are three ways to identify companies whose dividends are at risk.

One thing is clear: Value stocks are good diversifiers today.

Asset correlations can be flawed diversification metrics when used in a vacuum.

Plus, the investment leaders and laggards of 2025.

The year proved once again that staying the course pays off for investors.

It’s better to prepare your portfolio for a range of outcomes than try to predict 2026 investment performance.

Plus, several undervalued stocks to buy with stable dividends.

Life lessons from the Oracle of Omaha as he retires as Berkshire Hathaway’s CEO.

Plus, how optimism about Tesla highlights what’s going on in the broader market.

Unpacking the pros and cons of stock buybacks.

Successful thematic investing is about more than just following growth trends.

Plus, a look at the lagging performance of healthcare and consumer defensive stocks.

Negative sentiment can create investment opportunities.

Don’t overstate the importance of the Fed—or even the impact of interest rates—when making investment decisions.

Salim Ramji discusses private markets, cryptocurrency, and Vanguard.

The dividend growth universe is changing. Here’s what that means for investors.

Three ways to determine whether a company is likely to cut its dividend.

More proof that unloved investment areas can be fertile hunting grounds.

Strong recent returns could be a sign of better days ahead—or they could be another false dawn.

Unpacking the recent bond market selloff and what it means for investment portfolios.

Some key takeaways from my conversations with top portfolio managers, strategists, and economists on The Long View podcast.

Indexes can highlight risks and uncover opportunities for investors.

Commodities investing isn’t for the faint of heart, but it can have portfolio utility.

The chief market strategist for Morningstar Research Services discusses which sectors look overvalued and undervalued today, plus what’s ahead for interest rates, inflation, and tariffs.