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Governors appoint utilities commissioners in most US states, so the outcome of the 28 gubernatorial races on Nov. 3 could directly reshape rate-setting policy through new commission appointments.
Research

US Utilities: Midterm Elections Could Shift Regulatory Outlook

Governors appoint utilities commissioners in most US states, so the outcome of the 28 gubernatorial races on Nov. 3 could directly reshape rate-setting policy through new commission appointments.

Sustainalytics
10 min

The Magnificent Seven Through an ESG Lens

Sustainalytics unpacks how expanding AI infrastructure and data center development are increasing exposure to water scarcity, operational constraints, and regulatory scrutiny.

Blog
5 min

Faster IPO Coverage in Morningstar's Risk Model: See the Risk Sooner

SpaceX's IPO shows the value of this more accurate, more timely assessment of risk.

Webinar
60 min

Watch Now: Morningstar Investor Perspectives for Financial Advisors

A deep dive into the insights on client engagement, AI adoption, and private markets that can help advisors enhance their practice and client relationships.

All Insights

Showing 1-12 of 1425
On Nov. 17, join Michael Field, Kenneth Lamont, and moderator Ollie Smith for a live discussion on the key drivers behind the global defense spending boom and what it means for investors.
Webinar
45 mins

Register Now: Investment Opportunities in Defense - Structural Drivers and Attractive Valuations

On Nov. 17, join Michael Field, Kenneth Lamont, and moderator Ollie Smith for a live discussion on the key drivers behind the global defense spending boom and what it means for investors.
High-profile IPOs like Anthropic attract more hype than almost any other market event. But does the investment case live up to the buzz? Hear from Morningstar experts on Nov. 10.
Webinar
60 mins

Register Now: Inside the Anthropic IPO - Valuation, Risks, and Fund Impact

High-profile IPOs like Anthropic attract more hype than almost any other market event. But does the investment case live up to the buzz? Hear from Morningstar experts on Nov. 10.
Explore how Canadian financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.
Research
12 mins

Morningstar Investor Perspectives for Canadian Advisors: 4 Trends Shaping Client Relationships

Explore how Canadian financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.
Strong equity demand continued, but investors increasingly sought defensive and income-oriented exposures.
Blog
5 mins

Canadian ETF Flows Q3 2026: Defensive Strategies Gain Favour

Strong equity demand continued, but investors increasingly sought defensive and income-oriented exposures.
Discover how the investment priorities of global asset owners are shifting with insights from Morningstar Asset Owner Perspectives Survey 2026.
Research
12 mins

Asset Owner Perspectives Survey 2026

Discover how the investment priorities of global asset owners are shifting with insights from Morningstar Asset Owner Perspectives Survey 2026.
From financial regulation and oversight to market performance and economic fundamentals, here's what financial professionals should be watching.
Blog
5 mins

After the 2026 Midterm Elections, What’s Next for Investment Portfolios and Policy?

From financial regulation and oversight to market performance and economic fundamentals, here's what financial professionals should be watching.
Bond yields are at their highest levels in years. Explore what rising rates mean for fixed-income investors and where opportunities may be emerging.
Blog
4 mins

Bonds Are Back? What Rising Yields Mean for Investors

Bond yields are at their highest levels in years. Explore what rising rates mean for fixed-income investors and where opportunities may be emerging.
Morningstar’s Michael Field explores how changing technology trends, AI-driven uncertainty, and shifting enterprise spending patterns are impacting economic moat assessments across the software industry.
Video
7 mins

Why Software Companies Are Losing Their Moats

Morningstar’s Michael Field explores how changing technology trends, AI-driven uncertainty, and shifting enterprise spending patterns are impacting economic moat assessments across the software industry.
In this episode of Beyond the Stars, Morningstar’s Michael Born discusses the global landscape of faith-based investing, from Sharia-compliant strategies to Christian and Catholic investment approaches.
Video
20 mins

What to Know About Faith-Based Investing

In this episode of Beyond the Stars, Morningstar’s Michael Born discusses the global landscape of faith-based investing, from Sharia-compliant strategies to Christian and Catholic investment approaches.
New research compares managed accounts with DIY portfolios and target-date funds under adverse market scenarios to show where personalization adds value.
Research
29 mins

Managed Accounts Under Adverse Market Scenarios

New research compares managed accounts with DIY portfolios and target-date funds under adverse market scenarios to show where personalization adds value.
Asian equities entered the fourth quarter on firmer footing after a healthy correction in technology shares.
Blog
5 mins

Asia Equity Outlook Q4 2026: Technology Pullback Creates New Opportunities

Asian equities entered the fourth quarter on firmer footing after a healthy correction in technology shares.
As advisor interest in private credit, private equity, and other alternative investments continues to grow, understanding how Morningstar evaluates semi-liquid funds is becoming increasingly important.
Blog
9 mins

Breaking Down the New Morningstar Medalist Framework Updates

As advisor interest in private credit, private equity, and other alternative investments continues to grow, understanding how Morningstar evaluates semi-liquid funds is becoming increasingly important.

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