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Explore how US financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.
Blog
12 min

Morningstar Investor Perspectives for Advisors: 4 Trends Shaping Client Relationships

Explore how US financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.

Webinar
60 min

Register Now: Q4 2026 US Market Outlook

On Oct. 13, hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.

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.

Research
25 min

Building the Bridge to Wealth

Just over 10% of advisors’ wealth clients come from DC plans today, even though 90% of advisors are looking to grow their wealth practice.

All Insights

Showing 1-12 of 1386
On Oct. 28, Morningstar experts will explain how Model Context Protocol (MCP) is changing the way financial services organizations connect AI to investment research, analytics, and market data.
Webinar
30 mins

Register Now: Connecting AI to Trusted Data with MCP

On Oct. 28, Morningstar experts will explain how Model Context Protocol (MCP) is changing the way financial services organizations connect AI to investment research, analytics, and market data.
On Oct. 15, join Bryan Armour and Dan Culloton to unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
Webinar
30 mins

Register Now: The New Morningstar Medalist Rating Methodology for Semiliquid Funds

On Oct. 15, join Bryan Armour and Dan Culloton to unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
On Oct. 13, hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.
Webinar
60 mins

Register Now: Q4 2026 US Market Outlook

On Oct. 13, hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.
On Oct. 9, Morningstar CEO Kunal Kapoor and director of institutional investor content Lindsey Stewart discuss how asset owners are balancing long-term priorities with immediate market pressures.
Webinar
45 mins

Register Now: What’s on the Mind of Global Asset Owners Today?

On Oct. 9, Morningstar CEO Kunal Kapoor and director of institutional investor content Lindsey Stewart discuss how asset owners are balancing long-term priorities with immediate market pressures.
Higher stock valuations and key risks are expected to shape the market in 2026. Explore how to set your investment strategy up for success this year.
Research
80 mins

US Stock Market Outlook: Q4 2026

Higher stock valuations and key risks are expected to shape the market in 2026. Explore how to set your investment strategy up for success this year.
Morningstar researchers answer questions on market structure, private markets, and policy priorities.
Blog
4 mins

The Global Shift From Saving to Investing

Morningstar researchers answer questions on market structure, private markets, and policy priorities.
Investors are pouring money into these funds, but returns vary widely across investment vehicles.
Blog
9 mins

The Rise of Evergreen Funds: A New Way to Access Private Markets

Investors are pouring money into these funds, but returns vary widely across investment vehicles.
Although beer remains the world’s most consumed alcoholic beverage, brewers must adapt to changing consumer preferences.
Blog
7 mins

Global Beer Industry Outlook: Why Premiumization and Emerging Markets Are Reshaping Brewing

Although beer remains the world’s most consumed alcoholic beverage, brewers must adapt to changing consumer preferences.
Jason Kephart explores how 2025 market conditions have changed the math for retirement income planning—including the role of TIPS, Social Security, immediate annuities and deferred annuities.
Video
5 mins

TIPS Ladders vs. Annuities: Which Strategy Is Best for Retirement Income?

Jason Kephart explores how 2025 market conditions have changed the math for retirement income planning—including the role of TIPS, Social Security, immediate annuities and deferred annuities.
Explore the utilities sector outlook 2026 and the key utilities industry trends driving growth and top utility stock opportunities.
Blog
4 mins

US Utilities Analysis 2026: Key Utilities Industry Trends Shaping Growth

Explore the utilities sector outlook 2026 and the key utilities industry trends driving growth and top utility stock opportunities.
Just over 10% of advisors’ wealth clients come from DC plans today, even though 90% of advisors are looking to grow their wealth practice.
Research
25 mins

Building the Bridge to Wealth

Just over 10% of advisors’ wealth clients come from DC plans today, even though 90% of advisors are looking to grow their wealth practice.
The US nontraded REIT market hit $115B. See how concentration, liquidity, and disclosure gaps are shaping investor outcomes in Morningstar’s report.
Research

Nontraded REIT Landscape 2026

The US nontraded REIT market hit $115B. See how concentration, liquidity, and disclosure gaps are shaping investor outcomes in Morningstar’s report.

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