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Portfolio construction insights

Build portfolios that can weather whatever the market has in store.

These brief reads cover portfolio construction for a range of investor goals. Explore insights on portfolio analysis, asset allocation, and diversification, all backed by original research.

Showing 1 to 12 out of 33
Webinar
60 mins

Portfolio Diversification in 2026: Strategies for a Changing Market

A mix of US large-cap stocks and high-quality bonds remains the core of sound portfolio management.
Blog
5 mins

Diversification Had Its Best Year Since 2009. Here's What Drove It.

How asset-class correlations stack up amid higher interest rates, inflation, and the economic uncertainties of 2026.
Research
80 mins

Diversification Landscape: Building Diversified Portfolios

Highly concentrated funds show more variation in returns, deeper drawdowns, and higher volatility than less concentrated ones.
Blog
4 mins

Concentrated Equity Funds: When Bold Portfolios Are Worth the Risk

The challenge of valuing private companies isn’t stopping investment. To improve transparency, Morningstar and PitchBook created the Modern Market 100 Index.
Blog
7 mins

How to Benchmark Portfolios With Both Public and Private Equities

Morningstar Direct
4 mins

How Mount Ararat Financial Services is Transforming Wealth Management

Blog
6 mins

Understanding Network Effect and Moats

Blog
6 mins

Real Estate Investment Trusts: Where REITs Fit in Portfolios

Research
50 mins

The Overlooked Edge: The Case for Asset Location in Managed Portfolios

Discover promising equity fund strategies with our Morningstar EMEA & Asia Prospects fund list. Download now to explore new under-the-radar fund opportunities.
Research

Morningstar EMEA & Asia Prospects List: Promising Equity Investment Strategies

Direct Advisory Suite
8 mins

How One Financial Firm Transformed Through Custom Model Portfolio Research

Blog
2 mins

Analyzing Value in Portfolio Holdings