Morningstar Magazine Readex Research
The results of our readership survey, carried out by Readex Research, found that Morningstar magazine was seen to have the most credible, in-depth, and relevant investment analysis.
Morningstar Magazine Readex Survey Results
Source: Readex Survey.
Morningstar Magazine Demographics
Type of Investment Professional
Assets Under Management (%)
Perspectives From Readex Advisor Survey
Morningstar Magazine is one of the most comprehensive and valuable magazines I receive. It is packed with a wealth of information—nearly every article is worth reading. I spend more time reading Morningstar Magazine than I do any other publication.
Morningstar Magazine is a very valued resource. I read it cover to cover and often use its recommendations.
Source: 2021 Morningstar Advisor Survey—Advisors who read Morningstar Magazine.
Morningstar Magazine Print Ad Units
About the Magazine
Morningstar magazine is published four times a year. 59% of subscribers have been in the financial services industry for 21+ years, hold multiple designations, recommend a broad spectrum of products, and manage an average of $410 million in clients assets.
Our readers are an engaged group of highly intelligent decision-makers, actively looking to our publication for investment ideas and insights. Our award-winning editorial content, design, and investment analysis put Morningstar magazine at the top of its class.
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- Inside Front Cover Spread
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Source: Morningstar Advisor Survey 2020.
Morningstar Magazine 2023 Editorial Calendar
Spotlight topics are subject to change based on availability of research.
Ad close: December 2, 2022
Materials Due: December 9, 2022
Mail Date: February 10, 2023
Ad Close: March 3, 2023
Materials Due: March 24, 2023
Mail date: May 5, 2023
Ad Close: June 2, 2023
Materials Due: June 23, 2023
Mail date: August 4, 2023
Ad Close: September 1, 2023
Materials Due: September 22, 2023
Mail date: November 6, 2023
Thematic Funds' Siren Song
The market for thematic funds has expanded rapidly in recent years. These funds attempt to harness secular growth themes ranging from demographic shifts to the rise of the metaverse. Some have delivered bursts of eye-catching performance, while others have failed to gain traction. As assets have poured into these funds, asset managers around the globe have ramped up the supply of these niche and often gimmicky funds. In this issue, we explore the key characteristics of this often overhyped but poorly understood segment of the fund universe.
Can Fixed Income Bounce Back?
After a brutal year in 2022, bonds have become the asset class everyone loves to hate. Surging interest rates squashed fixed-income returns across all categories. But investors shouldn't give up on bonds altogether. In this issue, we look at the damage that was done to portfolios and look ahead to see if bonds can rebound and return to their diversification role.
Diversification Pays Off
Until recently, the classic 60/40 portfolio combining U.S. stocks and investment-grade bonds was tough to beat. Domestic stocks racked up double-digit annual returns on a regular basis, and bonds provided both strong performance and compelling diversification benefits. But the tables have turned. In 2022, both stocks and bonds suffered double-digit losses. However, this doesn’t mean investors should give up on the concept of diversification. To the contrary. In this issue, we discuss how amid the market’s recent turbulence, broader portfolio diversification strategies have finally started to prove their mettle, underscoring the importance of diversification as a long-term portfolio strategy.
State of Retirement
Life expectancies, the performance of the stock market, changing attitudes about retirement, and skyrocketing interest rates have conspired to make retirement income a constant source of uncertainty in designing drawdown strategies for clients. In this issue, we bring together experts from within and beyond Morningstar to discuss the latest retirement-income research.