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Blog for investing professionals

Uncover market trends, investment outlooks, and practical ideas for your business.

Featured blog posts

New research reveals how model portfolios, alternative investments, and ETFs are reshaping strategy for advisors—and the asset managers who serve them.
Blog

What Advisors Are Looking for in Model Portfolios—and What It Means for Asset Managers

New research reveals how model portfolios, alternative investments, and ETFs are reshaping strategy for advisors—and the asset managers who serve them.

Blog
5 min

6 Up-and-Coming Funds Worth Your Attention

We break down our updated list of up-and-coming investment strategies to watch across equity, fixed income, and allocation strategies.

Blog
5 min

Fantastic Medalist Rating Data Points and Where to Find Them

Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.

Blog
4 min

Not All Active ETFs Are Created Equal

The growth of active ETFs is being driven by a diverse mix of strategies that extend beyond traditional active management.

All blog posts

Showing 1 to 12 out of 413
Blog
8 mins

Sustainable Fund Flows Rebound to USD 3.7 Billion in Q2

We break down our updated list of up-and-coming investment strategies to watch across equity, fixed income, and allocation strategies.
Blog
5 mins

6 Up-and-Coming Funds Worth Your Attention

We break down our updated list of up-and-coming investment strategies to watch across equity, fixed income, and allocation strategies.
Market volatility, private credit concerns and consolidation are reshaping the industry.
Blog

Alternative Asset Managers: Trends to Watch in 2026

Market volatility, private credit concerns and consolidation are reshaping the industry.
Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
Blog
5 mins

Oil and Gas Industry Market Overview: Reassessing Opportunities Across the Sector

Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
July was the fourth consecutive month in which long-term inflows exceeded $100 billion, an unprecedented streak.
Blog
4 mins

US Fund Flows Keep Rolling in July

July was the fourth consecutive month in which long-term inflows exceeded $100 billion, an unprecedented streak.
ETF flows across Asia-Pacific highlight resilience outside China, with equities, real assets, and innovation shaping regional demand.
Blog
4 mins

APAC ETF Flows: Record Assets Mask Diverging Investor Behavior in Q2 2026

ETF flows across Asia-Pacific highlight resilience outside China, with equities, real assets, and innovation shaping regional demand.
Today’s investors are expecting more than financial advice.
Blog
3 mins

Is a Financial Advisor’s Role About Financial Wellness?

Today’s investors are expecting more than financial advice.
Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.
Blog
5 mins

Fantastic Medalist Rating Data Points and Where to Find Them

Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.
Learn about the metrics that Morningstar uses to evaluates fund managers for the People Pillar of the Morningstar Medalist Rating.
Blog
5 mins

New Tools for Investment Team Evaluation

Learn about the metrics that Morningstar uses to evaluates fund managers for the People Pillar of the Morningstar Medalist Rating.
How Morningstar’s Parent Pillar data points evaluate asset managers, including brand retention, firm-level investment quality, and stability.
Blog
5 mins

4 New Ways to Screen for Top Fund Families

How Morningstar’s Parent Pillar data points evaluate asset managers, including brand retention, firm-level investment quality, and stability.
To understand an investor, advisors must begin by helping the investor understand themselves.
Blog
10 mins

The Practical Guide to Behavioral Finance and Investing

To understand an investor, advisors must begin by helping the investor understand themselves.
What the Bloomberg 401(k) lawsuit and others warn us about ongoing investment monitoring.
Blog
3 mins

Fiduciary Fund Monitoring: When “Set It and Forget It” Becomes a Liability

What the Bloomberg 401(k) lawsuit and others warn us about ongoing investment monitoring.

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