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 Google’s Gemini 3.
Markets Brief: Investors Aren’t Rejecting AI, They’re Just Being More Selective
Plus: Healthcare stocks rebound, December rate cut bets 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.
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: Bruised by Tariffs, Investors Brace for Q1 Earnings
Plus: Tech stocks, Treasuries, and Fed speeches.
As Stock Markets Slump, What Should Investors Do Next?
It is important to be prepared for further stock market falls, but these will bring opportunities.
Markets Brief: The Rotation to Unloved Stocks Continues
Plus: Value’s resurgence, the Magnificent Seven and non-farm payrolls.
Markets Brief: Investors Shouldn’t Take Economic Data Too Seriously
Plus: Core CPI, consumer stocks and high-yield bonds.
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: Investors Are Turning to Unloved Stocks
Plus: Overseas markets outperform, defense stocks in focus.
Markets Brief: If Tesla Stock is Falling, Why Is It Still Expensive?
Plus: Earnings season, inflation and Amazon.
Markets Brief: Tariff Turmoil Shakes Up Stocks and Bonds
Plus: Nvidia, DeepSeek, and nonfarm payrolls.
Markets Brief: Tech Earnings and Fed Decision Due
Plus: Oil, healthcare and market forecasts.
Markets Brief: Earnings Season Boosts Financial Stocks
Plus: Banks, tariffs, politics and patience.
Markets Brief: Why Good News Can Be Bad News for Stock Investors
Plus: Bond yields, value stocks, and inflation data.
Markets Brief: Stocks Stay Expensive as 2025 Kicks Off
Plus: Inflation fears, non-farm payrolls and Tesla.
Markets Brief: US Interest Rate Cut Odds Shorten
Plus: Fed decision looms, more inflation data and when to sell stocks.
Morningstar’s 2025 Reading List for Investors
Books that Morningstar researchers are giving and getting this year.
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: Fed Interest Rate Decision Looms
Plus: Tech sells off, consumers keep the economy growing and small-cap stocks outperform again
Markets Brief: Politics Makes a Comeback
Plus: US small caps recover, rate cut bets increase, and earnings season continues
