Dan Kemp

More From Dan Kemp

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.

Emerson Smith Dec 16, 2025

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.

Dan Kemp Dec 12, 2025

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.

Dan Kemp Dec 9, 2025

Markets Brief: Are Fed Rate Cuts Always Positive for Stocks?

Plus: Netflix’s streaming deal, data center doubts and sustainable income.

Dan Kemp Dec 8, 2025

Markets Brief: Alphabet Gains Ground on Nvidia in AI Spending War

Plus: Optimistic forecasts, end-of-year rallies, and Google’s Gemini 3.

Dan Kemp Dec 1, 2025

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.

Dan Kemp Nov 24, 2025

Markets Brief: Stock Valuations May Be Lower, But Volatility Risks Are Higher

Plus: Nvidia earnings on deck, and mind the economic data gap.

Dan Kemp Nov 17, 2025

Markets Brief: The Downside of a Tech-Heavy Stock Market

Plus: More earnings, possible US government reopening in focus this week.

Dan Kemp Nov 10, 2025

Markets Brief: Mag 7 Stocks in Focus During Earnings Season

Plus: Large-cap stocks, interest rates, AI and emerging markets.

Dan Kemp Nov 3, 2025

The US Dollar Is Weak. Is Your Portfolio at Risk?

Plus, how optimism about Tesla highlights what’s going on in the broader market.

Dan Lefkovitz Oct 31, 2025

Markets Brief: Long-Awaited Inflation Data Points To Rate Cut This Week

Plus: The Mag 7 stocks report earnings, and credit spreads stay close to historic lows.

Dan Kemp Oct 27, 2025

2025’s Winners and Losers, From Gold to Small-Cap Stocks to the 60/40 Portfolio

Plus, how patient investors can find opportunities in the financial-services sector.

Amy C. Arnott, CFA Oct 24, 2025

Markets Brief: As Tech Stocks Continue to Climb, Is the End of the AI Boom in Sight?

Plus: As we wait for results from Tesla and Netflix, European banks are left out in the cold.

Dan Kemp Oct 20, 2025

Markets Brief: Are Q3 Earnings Expectations Too High?

Plus: Crypto and the search for a safe haven.

Dan Kemp Oct 13, 2025

New Crypto ETFs Are Coming. Here’s How Investors Can Prepare

Also, the market may be entering a ‘melt-up,’ and why that could be dangerous for investors.

Bryan Armour, CFA Oct 10, 2025

Markets Brief: Beware the Melt-Up as Investors Ignore the Economic Gloom

Plus: Healthcare stocks up, while Netflix and Meta are down.

Dan Kemp Oct 6, 2025

How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4

Plus, a look at Nvidia’s potentially record-breaking AI investment.

Sarah Hansen Oct 3, 2025

Markets Brief: Nvidia’s AI Spending Spree Raises Boom and Bust Fears

Plus: Tariffs, jobs and how to survive a government shutdown.

Dan Kemp Sep 29, 2025

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.

Dan Lefkovitz Sep 26, 2025

Markets Brief: AI Investment is Massive in a Cyclical Industry. Will This Time Be Different?

Plus: Defensive stocks, Brazilian equities and inflation data.

Dan Kemp Sep 22, 2025

Should You Hold Cash Investments After the Fed Cuts Interest Rates?

Plus, how investors should think about Oracle’s phenomenal outlook.

Amy C. Arnott, CFA Sep 19, 2025

Markets Brief: Can a Bumper Fed Rate Cut Give Stocks Another Boost?

Plus: Oracle soars, tariffs and Treasury yields.

Dan Kemp Sep 15, 2025

Markets Brief: Why the Market’s Extreme Concentration Is an Opportunity

Plus: Jobs data suggests rate cuts are in the cards, and why China looks attractive.

Dan Kemp Sep 8, 2025

Markets Brief: Why Are Investors So Relaxed Amid the Chaos?

Plus: Consumer stocks, a September rate cut, and August jobs data.

Dan Kemp Sep 1, 2025

Markets Brief: A Powell Boost Follows an AI Slump

Plus: Utilities behave like tech stocks, and Nvidia reports earnings.

Dan Kemp Aug 25, 2025

Markets Brief: Healthcare Stocks Still Offer Value for Patient Investors

Eli Lilly rebounds, all eyes are on Jackson Hole, and the power of diversification.

Dan Kemp Aug 18, 2025

Markets Brief: Patient Investors Rewarded in Earnings Season

Plus: Healthcare stocks, gold, and trade jitters.

Dan Kemp Aug 11, 2025

Markets Brief: Tax Reprieve Boosts Big Tech Stocks

Plus: Energy stocks, bond yields, and nonfarm payrolls.

Dan Kemp Jun 30, 2025

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.

Dan Kemp Jun 23, 2025

Markets Brief: Middle East Conflict Lifts Oil, but Energy Stocks Still Undervalued

Plus: Oil prices, inflation, private assets, and the Federal Reserve meeting.

Dan Kemp Jun 16, 2025

Dan Kemp is the chief research and investment officer for Morningstar*. Dan leads the Research and Investment team that comprises Morningstar’s fundamental research, manager selection, and investment management activities. The latter will encompass multi-asset, equity, and quantitative strategies, including our direct indexing capability.

Kemp joined Morningstar in 2014 as co-Head of Investment Consulting and Portfolio Management in the EMEA region. He most recently served as Global Chief Investment Officer for the Wealth Group.

Dan holds a bachelor’s degree in theology from King’s College London. He also holds the Investment Management Certificate, the Securities Institute Diploma and the Advanced Financial Planning Certificate.

* Morningstar Investment Management Europe Ltd. (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc