Dan Lefkovitz

More From Dan Lefkovitz

Dividend Stocks Are Back, Fixed Income Not So Much

The value rotation has given new life to laggard equity-income strategies.

Dan Lefkovitz Jun 23, 2021

Globalization Declining? Not in Investor Portfolios

Morningstar Indexes through a geographic revenue lens.

Dan Lefkovitz Jun 16, 2021

Is Apple a Growth Stock, a Value Stock, or Both?

Where the market’s largest stock lands can affect your returns.

Dan Lefkovitz Apr 21, 2021

ESG Doesn’t Thrive in Every Market Environment

Despite a subpar first quarter, the long-term case for ESG remains strong.

Dan Lefkovitz Apr 12, 2021

Morningstar ESG Indexes Outperform in Risk/Return Analysis

Sector bias explains only some of their strong record in 2020 and the past five years.

Dan Lefkovitz Feb 5, 2021

Nestle, Nvidia, and the Changing Global Equity Markets

Morningstar indexes reveal the extent of U.S. technology dominance.

Dan Lefkovitz Feb 1, 2021

Morningstar Indexes Reveal Changing Global Equity Markets

The rich got richer in 2020 as the U.S., China, and technology dominated the markets. Change is inevitable, though.

Dan Lefkovitz Jan 25, 2021

The Value Rebound Is Good News for Dividend Investors

Equity income is well-positioned, both short- and long-term.

Dan Lefkovitz Dec 18, 2020

We’ve Seen a Post-Election Small-Value Rally Before

But this one could really end differently.

Dan Lefkovitz Nov 17, 2020

Who’s Growing Dividends in Today’s Market?

Morningstar indexes spotlight rising equity income streams.

Dan Lefkovitz Jul 29, 2020

Growth Parties Like It's 1999, but Don't Rule Out Value

Morningstar style indexes reveal market divergence and opportunity.

Dan Lefkovitz Jul 2, 2020

15 Companies Committed to Change

These companies achieve high Minority Empowerment Scores because they have demonstrated a strong commitment to diversity and inclusion.

Karen Wallace Jun 18, 2020

How Will the Global Downturn Impact Your Portfolio?

Investors should consider the interconnections between markets.

Dan Lefkovitz May 8, 2020

The Highest-Quality U.S. Companies Have Weathered the Storm Best

Checking in on stocks using Morningstar indexes.

Dan Lefkovitz Mar 25, 2020

Dividends or Buybacks: Which Is Better?

Dan Lefkovitz Feb 6, 2020

The Bond Landscape Through an Index Prism

Benchmarks reveal the changing nature of the fixed-income market.

Dan Lefkovitz Sep 16, 2019

Don't Bash Bonds

The value of fixed income depends on the vantage point.

Dan Lefkovitz May 22, 2019

A Closer Look into Why Moat Ratings and Dividend Safety Go Hand in Hand

How we found that the wider the moat, the less likely a dividend cut.

Dan Lefkovitz Dec 17, 2018

Europe, Emerging Markets Lead in Sustainability

Dan Lefkovitz Apr 22, 2018

Amid Sell-Off, Multi-Asset Investing Looks Smart Again

Recent volatility provides a reminder for investors to carefully consider their asset allocation.

Dan Lefkovitz Feb 17, 2018

Passive Investing Isn't Passive Ownership

Index managers are increasingly engaging with corporations on environmental-, social-, and governance-related issues.

Dan Lefkovitz Sep 8, 2017

Market Behavior in 5 Charts: Is 2017 a Return to 2015?

U.S. equity markets in the first half of 2017 have seen something of a return to 2015 market conditions with growth and larger stocks outpacing value and small ones.

Dan Lefkovitz Jul 8, 2017

A Strong Start to 2017 for Global Markets in 6 Charts

In both local-currency and U.S.-dollar terms, most global markets had a good start to the year.

Dan Lefkovitz Apr 16, 2017

2016 vs. 2015: A Stock Market Flip-Flop in 5 Charts

Last year's returns were in many ways a mirror image of 2015, writes Morningstar Indexes' Dan Lefkovitz.

Dan Lefkovitz Jan 8, 2017

A Journey through Emerging Markets' Ups and Downs

Using Morningstar's indexes as platforms, we explore the cyclicality of emerging-markets stock returns over the past decade.

Dan Lefkovitz Nov 26, 2016

A Look at the Post-Election Markets Whipsaw

We explore the market’s reaction to the election through the lens of Morningstar Indexes.

Dan Lefkovitz Nov 18, 2016

Are Dividend Stocks Overvalued?

Using Morningstar's key dividend indexes as platforms, we explore valuation of high-yielding versus high-quality dividend-payers.

Dan Lefkovitz Nov 6, 2016

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.