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  3. Market Research Insights

Market Research Insights

Financial advisors, asset managers, and individual investors all react to the same challenging market conditions, but how they respond can greatly vary.

These insights explore the strategies and priorities of your peers, including how they’re responding to trends and what they’re focusing on to be successful in the long term.

Showing 1 to 12 out of 37
Four actionable tips to build client confidence, featuring insights from our latest survey.
Research
12 mins

Morningstar Investor Perspectives: How Can Advisers Turn Complexity into Clarity?

Research

US Asset Manager Industry Report: Q1 2026

Blog
5 mins

Target-Date Strategies: 3 Key Trends for Better Performance in 2026

Blog

Kunal Kapoor’s 2025 Letter to Shareholders

Behind the most compelling funds are strong firms that attract talent and shape investment culture.
Blog
5 mins

Morningstar Parent Ratings: Key Traits of Top Asset Management Firms

Blog
4 mins

6 Asset Management Marketing Trends to Watch in 2026

Blog
5 mins

What Are the Top Asset Management Trends Shaping the Industry?

Blog
3 mins

Morningstar’s Voice of the Advisor Study: How Can Today’s Financial Advisors Deliver Value?

The luxury sector is largely fairly valued at this point, with few instances of overvaluation and undervaluation.
Blog
4 mins

Is the Luxury Goods Market a Good Investment?

Blog
6 mins

Travel Industry Outlook: Unlock Investment Opportunities in Turbulent Times

Practical insights on how advisors are adapting to changing investor expectations and market complexity.
Research
12 mins

Morningstar's Voice of the Advisor: How Advisors Can Deliver Value in 2026

Blog
9 mins

Why Advisors Should Integrate AI Into Their Workflow

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