Morningstar financial research library

The State of Semiliquid Funds 2025

Semiliquid funds are unlocking private markets for investors, with assets up 60% since 2022. Explore how they’re driving portfolio diversification with insights on structures, assets, and fees.

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US Stock Market Outlook: Q3 2025

Explore Morningstar’s Q3 2025 Stock Market Outlook for our latest market update, economic data, sector valuations, and more. Download now to learn more.

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2025 US Model Portfolio Landscape Report

Our Model Portfolio Landscape shares the latest analysis of the broader model investment portfolio industry and how it can benefit portfolio construction.

Research

US Economic Outlook: Q2 2025

Get the latest insights, analysis, and trends of the U.S. economy in our latest economic outlook report.

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Impact of Managed Accounts

Research 50 min

Shocks to Income in a Lifecycle Model

Research

Investing in Artificial Intelligence Funds Report 2025: US Version

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