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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 min

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.

Podcast
20 min

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.

Blog
4 min

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.

Video
7 min

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.

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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.
New research finds universal automated savings could raise retirement-income adequacy from 59% to 67%, with the biggest gains for younger, lower-access workers.
Research
29 mins

From Access to Adequacy: Modeling Universal Automated Savings

New research finds universal automated savings could raise retirement-income adequacy from 59% to 67%, with the biggest gains for younger, lower-access workers.
Anthropic's narrow moat, $92 fair value estimate, and bull/bear scenarios. Read Morningstar's independent equity research on AI's enterprise frontier.
Research

Chasing New Frontiers: What Enterprise AI Adoption Means for Anthropic's Valuation

Anthropic's narrow moat, $92 fair value estimate, and bull/bear scenarios. Read Morningstar's independent equity research on AI's enterprise frontier.
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.
Webinar
60 mins

Watch 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.
Drawing from Morningstar Investor Perspectives’ advisor focus groups, Joe Agostinelli explores how increased access to information, AI-generated research, and growing client sophistication are reshaping financial advice conversations.
Video
5 mins

What To Do When Clients Bring AI-Generated Advice to Meetings

Drawing from Morningstar Investor Perspectives’ advisor focus groups, Joe Agostinelli explores how increased access to information, AI-generated research, and growing client sophistication are reshaping financial advice conversations.
Explore how Canadian financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.
Blog
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.
Blog
5 mins

AI, Bond Opportunities, and China Investing: The Biggest Questions From Morningstar’s Asia Investment Outlook

Discover how the investment priorities of global asset owners are shifting with insights from Morningstar Asset Owner Perspectives Survey 2026.
Blog
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.

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