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Higher stock valuations and key risks are expected to shape the market in 2026. Explore how to set your investment strategy up for success this year.
Research
80 min

US Stock Market Outlook: Q2 2026

Higher stock valuations and key risks are expected to shape the market in 2026. Explore how to set your investment strategy up for success this year.

Research
32 min

2026 Target-Date Fund Investment Strategy

Dive into our annual Target-Date Strategy Landscape to find which target-date strategies are the right retirement investments for your clients.

Research
77 min

The State of Retirement Income for 2026

Our annual State of Retirement Income report unpacks safe withdrawal rates, retirement withdrawal strategies, and more factors that can play a role in retirement.

Research
20 min

US Active/Passive Barometer Report: Year-End 2025

Our semiannual US Active/Passive Barometer report analyzes the latest active vs. passive management fund strategies across Morningstar categories.

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Showing 1 to 12 out of 451
Explore Morningstar’s Global Convictions report for expert asset class analysis, global market trends, and actionable investment insights. Download the report.
Research

Global Convictions – Q2 2026

Explore how private assets can be thoughtfully implemented in DC plans, with insights on structure, liquidity, and manager selection.
Research

Don't Go It Alone: Collaboration Matters When Implementing Private Assets in Defined-Contribution Plans

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 March 2026

There’s no slowdown in AI chip revenue yet. Unpack the buying opportunities among AI chip leaders.
Research
42 mins

Q1 2026: Digital and Analog Semiconductor Industry Overview

Luxury stocks look cheap in 2026. Explore valuations, demand trends, and Morningstar’s top luxury stock picks in Luxury Pulse Q1 2026.
Research

Luxury Goods Industry Pulse: Q1 2026

How asset-class correlations stack up amid higher interest rates, inflation, and the economic uncertainties of 2026.
Research
80 mins

Diversification Landscape: Building Diversified Portfolios

Discover insights regarding ESG Proxy Voting with our comprehensive report. Dive into the latest data and explore proxy voting analysis and trends for 2026, learn valuable information on ESG factors for shareholders and Asset Manager voting trends. Download now.
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Navigating the Shift in Sustainability Proxy Voting

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North American Airlines Outlook: Q1 2026

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Morningstar Guide to AI Adoption

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Direct Web Services: Building Modern, Personalized Investor Experiences

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US Asset Manager Industry Report: Q1 2026

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US Auto Industry Trends 2026

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