Dave Sekera: A Market Outlook for 2025 and Beyond
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.
Dan Lefkovitz is strategist for Morningstar Indexes and a contributor to various Morningstar research publications. He conducts research across asset class and investment type.
Before assuming his Indexes' role in 2015, he spent 11 years on Morningstar’s manager research team. He held several different roles, including analyst and director of the company’s institutional research service. From 2008 to 2012, he was based in London, helping to build Morningstar’s fund research capability across Europe and Asia. As an analyst, he edited the Fidelity Fund Family report from 2006 to 2008. He also authored Morningstar European Asset Flows commentary and has served as a co-host of The Long View podcast.
Before joining Morningstar in 2004, Lefkovitz served as director of risk analysis for Marvin Zonis + Associates, a Chicago-based consultancy. During this time, he coauthored The Kimchi Matters: Global Business and Local Politics in a Crisis-Driven World (Agate, 2003).
Lefkovitz holds a bachelor's degree from the University of Michigan and a master's degree from the University of Chicago.
United States