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The Morningstar Ownership Breadth data points help investors assess bond liquidity risk by showing how widely a portfolio’s bonds are held across the market.
Blog
11 min

Who Else Owns My Bonds?

The Morningstar Ownership Breadth data points help investors assess bond liquidity risk by showing how widely a portfolio’s bonds are held across the market.

Blog
5 min

4 New Ways to Screen for Top Fund Families

How Morningstar’s Parent Pillar data points evaluate asset managers, including brand retention, firm-level investment quality, and stability.

Blog
7 min

The Biggest Questions Facing AI Investors

From the speed of infrastructure spending and software disruption to valuations, risks, and long-term opportunities.

Research
16 min

Morningstar Markets Observer: Q3 2026

Falling oil prices and refreshed AI sentiment helped power US stocks ahead in the second quarter.

All Insights

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On Oct. 7, join Tim Strauts and Bryan Armour 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. 7, join Tim Strauts and Bryan Armour to unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
On Sept. 30, Andy Pettit, Lia Mitchell, and Branimira Radoslavova will examine the ways that countries can ensure investors have access to understandable, trusted, and good-value investment options.
Webinar
45 mins

Register Now: From Saving to Investing - A Look at What's Being Done Internationally

On Sept. 30, Andy Pettit, Lia Mitchell, and Branimira Radoslavova will examine the ways that countries can ensure investors have access to understandable, trusted, and good-value investment options.
On Sept. 29, learn how leading firms are using data and insights to engage advisors and position their products for success in an increasingly competitive environment.
Webinar
45 mins

Register Now: Private Markets Growth - Data-Driven Distribution Strategies for Asset Managers

On Sept. 29, learn how leading firms are using data and insights to engage advisors and position their products for success in an increasingly competitive environment.
Join us on Sept. 23 to see how Morningstar Direct helps investment teams analyze risk exposures, conduct scenario analysis, assess portfolio vulnerabilities, and take action.
Webinar
45 mins

Register Now: Navigate Risk and Volatility with Morningstar Direct

Join us on Sept. 23 to see how Morningstar Direct helps investment teams analyze risk exposures, conduct scenario analysis, assess portfolio vulnerabilities, and take action.
The strategies and tactics that governments are employing as they strive to transition savers into investors.
Research
30 mins

Investor Journeys Around the World

The strategies and tactics that governments are employing as they strive to transition savers into investors.
How did investors react to market volatility? With in-depth fund flows data, asset managers can spot emerging trends and opportunities. Download the report.
Research
20 mins

US Monthly Fund Flows Data for August 2026

How did investors react to market volatility? With in-depth fund flows data, asset managers can spot emerging trends and opportunities. Download the report.
Despite a shaky month for US tech stocks, European investors kept money flowing into equities, government bonds, and AI-linked themes, pushing ETF inflows higher in July.
Blog
4 mins

Europe ETF Flows: What's Happening in 2026?

Despite a shaky month for US tech stocks, European investors kept money flowing into equities, government bonds, and AI-linked themes, pushing ETF inflows higher in July.
The five core values that drive managed accounts adoption, engagement, and long-term value.
Research

What Participants Value From Their Managed Accounts Provider

The five core values that drive managed accounts adoption, engagement, and long-term value.
Much ink has been spilled chalking up the global bond selloff to rising worries about the US government’s fiscal health—but we believe that other factors have played a bigger role.
Research

US Economic Outlook: Q3 2026

Much ink has been spilled chalking up the global bond selloff to rising worries about the US government’s fiscal health—but we believe that other factors have played a bigger role.
The Minority Empowerment Index is Morningstar's answer to the question: How can diversity, equity, and inclusion be measured? Explore the index here.
Blog
4 mins

Measuring Diversity, Equity, and Inclusion for Investors

The Minority Empowerment Index is Morningstar's answer to the question: How can diversity, equity, and inclusion be measured? Explore the index here.
Research

The State of the US ETF Market 2026

How the rise of "ETF 3.0"—a wave of derivative-based, single-stock, and defined-outcome funds—is reshaping the risk profile of new launches.
Morningstar research explores Europe's fixed-term bond funds, analysing growth, fees, risks, ETFs, and investor outcomes. Download the report.
Research

European Fixed-Term Bond Funds

Morningstar research explores Europe's fixed-term bond funds, analysing growth, fees, risks, ETFs, and investor outcomes. Download the report.

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