Explore
Morningstar logo
  • Data, Analytics & Research
  • Credit Ratings
  • Indexes
  • Investment Management & Services
View All Capabilities
Product Groupings
  • Direct Platform
  • Sustainalytics
  • PitchBook
  • Regulatory Solutions
  • Corporate Credit Analytics
  • Morningstar AI Solutions
Products
  • Morningstar Direct
  • Direct Advisory Suite
  • Morningstar Retirement Manager
  • DBRS Credit Ratings
  • Morningstar Investor
  • ByAllAccounts
View All Products
  • Advisors and Wealth Managers
  • Asset Managers
  • Institutional Investors
  • Individual Investors
  • Fintechs
By Type
  • Research Library
  • Blog
  • Client Success Stories
  • Webinars
  • Videos
By Theme
  • Artificial Intelligence
  • Public/Private Convergence
  • Risk
  • Regulation
View All Insights
  • Conferences
  • Morningstar Global Insights
  • Morningstar Awards
View All Events
Select Region
  • Australia / English
  • United Kingdom / English
  • United States / English
Morningstar logo
  1. Home
  2. Insights
  3. Markets Insights

Markets Insights

Volatile markets can hide investment opportunities and risks. These research reports and quick reads reveal the fundamentals driving market moves.

Discover insights on private markets, sector outlooks, and major factors reshaping capital markets.

Showing 1 to 12 out of 99
Our outlook on regulatory risk, margin recovery, and profit growth outlook for US MCOs through 2035.
Research

Managed Care Organizations Outlook

US investment banks post record trading and M&A results in 2026 Q3. See Morningstar's outlook on valuations, risks, and top stock picks.
Research

US Investment Banks: 2026 Q3

Airline stocks have soared past fair value while demand stalled.
Blog
6 mins

Airline Industry Analysis: Trends, Advantages, and Risks

US utilities are entering their largest investment cycle in decades to power AI data centers. See top stock picks and the risks to watch.
Blog
4 mins

US Utilities Outlook: AI Power Demand Meets Grid Investment

Robust earnings and dividend growth in 2026-27 should support double-digit annual total returns for many utilities.
Blog
5 mins

2026 Utility Trends: AI, Data Centers, and Renewables

Blog
8 mins

Next Steps for Income Seekers After Rates

The active management landscape is evolving. Morningstar shares key trends and the value of a niche for investment teams at asset management firms.
Blog
5 mins

The Value of a Niche: Where Active Managers Can Win

Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
Blog
5 mins

Oil and Gas Industry Overview: Reviewing Opportunities

Blog
3 mins

Mining Industry 2024: Key Insights for Financial Advisors

Blog
3 mins

Apparel Industry Trends: What Advisors Need to Know

Blog
6 mins

European Fund Market Trends: ESG, ETFs, and More

Asian equities gained 32% last quarter, but outside of technology, valuations remain attractive.
Blog
5 mins

Asia Equity Outlook Q3 2026: Where Are the Opportunities?

…
Morningstar logo in white
  • Capabilities
  • Data, Analytics & Research
  • Credit Ratings
  • Indexes
  • Investment Management & Services
  • Our Company
  • About Us
  • Leadership
  • Careers
  • Culture
  • Sustainability
  • Newsroom
  • Investor Relations
  • Products
  • Morningstar Direct
  • PitchBook
  • Direct Advisory Suite
  • Sustainalytics
  • Morningstar Retirement Manager
  • DBRS Credit Ratings
  • Credit Analytics
  • Morningstar Investor
  • Connect
  • Contact
  • Linkedin
  • X
  • Facebook
  • Instagram
Morningstar logo in white
© Copyright 2026 Morningstar, Inc. All rights reserved.
  • Terms and Conditions
  • Privacy
  • Disclosures
  • Trademarks
  • Accessibility