Dan Lefkovitz

In an era of onshoring and localisation, revenue sources show an increasingly interconnected world economy

In an era of onshoring and localization, revenue sources are still globalizing.

Buffett, Munger, and Berkshire have been inspirations to me. I wanted to expose my son to their wisdom, values and humour.

Morningstar Indexes through a geographic revenue lens.

UK stocks have been underloved for many years, but factors are starting to combine in their favour, including an improving economy and value recovery.

With a market cap of around $2 trillion, Apple is too big for investors to ignore. But which investment style does the stock suit? 

Morningstar’s ESG indexes’ strong record is about more than just sector bias, writes Dan Lefkovitz.

Morningstar indexes reveal the extent of US technology dominance, writes Dan Lefkovitz.

2020 was a dire year for dividend investors, but a bounceback in value stocks could mean equity income stocks are well positioned for the long-term.

We’ve seen a post-election small-value rally before. But this one could really end differently, writes Morningstar's Dan Lefkovitz.