Dan Kemp
Chief Research and Investment Officer at Morningstar Investment Management Europe and author of the Markets Brief column, providing market insights on sector performance and macro drivers.
Best podcasts with Dan Kemp
Ranked by the Snipd community
21 snips
Sep 19, 2025 • 18min
Should You Hold Cash Investments After the Fed Cuts Interest Rates?
In this engaging discussion, Amy Arnott, a portfolio strategist at Morningstar Inc., highlights the advantages of cash for short-term investing, especially in light of anticipated Fed interest rate cuts. She warns about the risks of long-duration bonds while offering practical strategies for investors. Dan Kemp, Chief Research and Investment Officer at Morningstar Investment Management Europe, analyzes Oracle's impressive AI-driven transformation and its implications for future market dynamics, urging investors to explore beyond mainstream tech names.
7 snips
Sep 26, 2025 • 15min
Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
Dan Lefkovitz, a Morningstar Indexes strategist, shares insights on avoiding dividend traps, defining them as risky payouts tied to company fundamentals. He explores how Dow Chemical's unsustainable dividend led to a significant cut and highlights warning signs from other brands like Shell and Walgreens. Dan Kemp, Chief Research and Investment Officer, discusses the lagging performance of healthcare and consumer defensive sectors, attributing it to political challenges and high valuations. Both emphasize the importance of understanding portfolio fundamentals.
