Dan Lefkovitz

1 month ago | morningstar.com | Dan Lefkovitz |Ivanna Hampton

Ivanna Hampton: Welcome to Investing Insights. I’m your host, Ivanna Hampton. Investing Insights is helping investors navigate market volatility in a new series. Morningstar strategists and authors will deliver timely insights, trends, and tips. These episodes will pop into your podcast feed at least once a month. This week’s episode focuses on the types of US stocks that are performing better and worse than the broader market in 2025. The investment factors that are leading might surprise you.

2 months ago | morningstar.com | Susan Dziubinski |Dan Lefkovitz

Susan Dziubinski: Hello, and welcome to a special edition of The Morning Filter. I’m Susan Dziubinski with Morningstar. Now, most Monday mornings I talk with Morningstar research services chief US market strategist Dave Sekera, but Dave’s on a well-deserved vacation this week, so we’re doing something a little different. First, I’ll briefly talk about what investors should have on their radars this week.

Feb 25, 2025 | morningstar.com | Christine Benz |Dan Lefkovitz

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | SpotifyDan Lefkovitz: Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Christine Benz: And I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Lefkovitz: Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong.

Feb 2, 2025 | morningstar.com | Jessica Bebel |John Rekenthaler |Christine Benz |Dan Lefkovitz

On this episode of The Long View, John Rekenthaler, best known as the author of “The Rekenthaler Report” on Morningstar.com and who is retiring from Morningstar after 36 years, is discussing his work on Morningstar’s foundational methodologies, including the Morningstar Rating and Morningstar Style Box, what he has seen change in the fund industry, and how the retirement business has grown since he helped launch Morningstar’s.