Explore

Insights

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

Showing 1-12 of 1340
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.
Join us on Sept. 9 to discuss the history of faith-based investing, what's typically included and excluded from portfolios, and the biases that exist across sectors and industries.
Webinar
60 mins

Register Now: The Growing Market of Faith-Based Investing

Join us on Sept. 9 to discuss the history of faith-based investing, what's typically included and excluded from portfolios, and the biases that exist across sectors and industries.
We break down our updated list of up-and-coming investment strategies to watch across equity, fixed income, and allocation strategies.
Blog
5 mins

6 Up-and-Coming Funds Worth Your Attention

We break down our updated list of up-and-coming investment strategies to watch across equity, fixed income, and allocation strategies.
Market volatility, private credit concerns and consolidation are reshaping the industry.
Blog

Alternative Asset Managers: Trends to Watch in 2026

Market volatility, private credit concerns and consolidation are reshaping the industry.
Explore the latest trends, decarbonization strategies, and long-term growth opportunities in the building materials sector. Discover which companies are best positioned to deliver sustainable investment returns with Morningstar’s expert insights.
Research

Industry Landscape Building Materials 2025

Explore the latest trends, decarbonization strategies, and long-term growth opportunities in the building materials sector. Discover which companies are best positioned to deliver sustainable investment returns with Morningstar’s expert insights.
Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
Blog
5 mins

Oil and Gas Industry Market Overview: Reassessing Opportunities Across the Sector

Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
July was the fourth consecutive month in which long-term inflows exceeded $100 billion, an unprecedented streak.
Blog
4 mins

US Fund Flows Keep Rolling in July

July was the fourth consecutive month in which long-term inflows exceeded $100 billion, an unprecedented streak.
Hear from Morningstar analysts on how they rate 529 plans, including their assessment of investment options, plan oversight, and fees.
Webinar
60 mins

Watch: Inside Morningstar’s 529 Ratings Methodology

Hear from Morningstar analysts on how they rate 529 plans, including their assessment of investment options, plan oversight, and fees.
ETF flows across Asia-Pacific highlight resilience outside China, with equities, real assets, and innovation shaping regional demand.
Blog
4 mins

APAC ETF Flows: Record Assets Mask Diverging Investor Behavior in Q2 2026

ETF flows across Asia-Pacific highlight resilience outside China, with equities, real assets, and innovation shaping regional demand.
Today’s investors are expecting more than financial advice.
Blog
3 mins

Is a Financial Advisor’s Role About Financial Wellness?

Today’s investors are expecting more than financial advice.
Fuel volatility and softening demand are reshaping airline profitability.
Research

North American Airlines Outlook: Q2 2026

Fuel volatility and softening demand are reshaping airline profitability.
Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.
Blog
5 mins

Fantastic Medalist Rating Data Points and Where to Find Them

Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.

Explore Insights by Theme

Let’s collaborate