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Blog for investing professionals

Uncover market trends, investment outlooks, and practical ideas for your business.

Featured blog posts

Morningstar's new Trade Analytics framework illustrates how manager behavior changes over time, across mandates, and beneath the surface of portfolio statistics.
Blog
4 min

How We’re Using AI to Reveal How Fund Managers Really Invest

Morningstar's new Trade Analytics framework illustrates how manager behavior changes over time, across mandates, and beneath the surface of portfolio statistics.

Blog
8 min

Comparing the Largest 100 Fund Families in Europe

BlackRock leads Europe with 14% of fund assets, but Europe's five largest managers hold just over one-third of the market against more than half in the US. Here's how the 100 largest EMEA fund families compare.

Blog
4 min

Alternative ETFs: Types, Uses, and Portfolio Risks

Alternative ETFs have attracted record inflows in 2026 through August, but the complexity of the category merits caution.

Blog
3 min

Is a Financial Advisor’s Role About Financial Wellness?

Today’s investors are expecting more than financial advice.

All blog posts

Showing 1 to 12 out of 231
Blog
6 mins

European Fund Market Trends: ESG, ETFs, and More

Morningstar's new Trade Analytics framework illustrates how manager behavior changes over time, across mandates, and beneath the surface of portfolio statistics.
Blog
4 mins

How We’re Using AI to Reveal How Fund Managers Really Invest

Morningstar's new Trade Analytics framework illustrates how manager behavior changes over time, across mandates, and beneath the surface of portfolio statistics.
BlackRock leads Europe with 14% of fund assets, but Europe's five largest managers hold just over one-third of the market against more than half in the US. Here's how the 100 largest EMEA fund families compare.
Blog
8 mins

Comparing the Largest 100 Fund Families in Europe

BlackRock leads Europe with 14% of fund assets, but Europe's five largest managers hold just over one-third of the market against more than half in the US. Here's how the 100 largest EMEA fund families compare.
To understand an investor, advisors must begin by helping the investor understand themselves.
Blog
10 mins

The Practical Guide to Behavioral Finance and Investing

To understand an investor, advisors must begin by helping the investor understand themselves.
Alternative ETFs have attracted record inflows in 2026 through August, but the complexity of the category merits caution.
Blog
4 mins

Alternative ETFs: Types, Uses, and Portfolio Risks

Alternative ETFs have attracted record inflows in 2026 through August, but the complexity of the category merits caution.
More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization.
Blog
5 mins

What Are Custom Model Portfolios, and How Do They Work?

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization.
Blog
4 mins

How to Find and Compare Real Asset Investment Strategies

Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
Blog
5 mins

Oil and Gas Industry Overview: Reviewing Opportunities

Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
Blog
10 mins

ESG Fund Fees: Debunking the Myth

Blog
4 mins

Top Female Fund Managers Around the World

US sustainable funds focus on impact or environmental, social, and governance factors per their prospectus. Dig into recent returns, investor sentiment, and more.
Blog
6 mins

What Are Sustainable Funds, and How Have They Performed?

US sustainable funds focus on impact or environmental, social, and governance factors per their prospectus. Dig into recent returns, investor sentiment, and more.
Funds tend to have different definitions of what it means to be sustainable. Here's how advisors can assess which funds are truly fossil-fuel-free.
Blog
3 mins

Which Sustainable Funds Are Fossil-Fuel-Free?

Funds tend to have different definitions of what it means to be sustainable. Here's how advisors can assess which funds are truly fossil-fuel-free.

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