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Investment Insights

Timely insights from Morningstar Investment Management
to help you navigate today’s markets.


Global Investor Portfolio Study

In this report, we examine how local factors drive investors’ financial needs and their appetite for risk in their portfolios. The study finds there is a wide divergence in portfolio preferences based on an investor’s location.


Navigating Market Volatility

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A range of multi-asset funds which help unlock the power of Morningstar, Inc.’s Data and Research for all client types.

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