Timely insights from Morningstar Investment Management
Our outlook and best investment
ideas for 2024
Members from across the 400+ strong Research and Investment Team
have come together to design an outlook to help your clients
confidently face the ups and downs of investment markets.
Navigating Market Volatility
Multi-asset funds: research powered investment opportunities
A Letter from our CIO: Lessons from 2023
What we've learned from our adviser clients in 2023
A Letter from our CIO: How to build investment portfolios to meet investment goals
Countering clients calls for cash comforts
Growing a Client’s Portfolio with High-Conviction Positioning
More Helpful Investment Insights
How to Build Trust in the Adviser-Client Relationship
What Morningstar Wealth means (and doesn't mean) for financial advisers
The Emotional Rollercoaster
Explore Our Investment Solutions
Morningstar® Managed PortfoliosSM
Professionally managed portfolios designed to help your clients stay on track and reach their financial goals.
Morningstar® Multi-Asset Funds
A range of multi-asset funds which help unlock the power of Morningstar, Inc.’s Data and Research for all client types.
Our Recent Awards
Our investment team and Morningstar Managed Portfolios have been recognised with awards from various independent bodies and the most recent of these awards are included above. Please note that past performance is not a guide to the future.
This content on this website does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Investment Management Europe Limited cannot guarantee positive results from our investment decisions, and we cannot guarantee that our portfolios will meet your objectives or that losses will be avoided in any of the portfolios. Past performance is not a guide to future returns. The value of investments may go down as well as up and an investor may not get back the amount invested. The information presented herein will be deemed to be superseded by any subsequent versions made available on this website.
The Morningstar Investment Management group comprises Morningstar Inc.’s registered entities worldwide, including the UK Morningstar Investment Management Europe Limited which is authorised and regulated by the UK Financial Conduct Authority to provide services to Professional clients and is the entity providing the discretionary management services. Registered in England under company number: 05732689. Registered office: 1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ. Morningstar’s fund research and rating activities are not undertaken by Morningstar Investment Management Europe and as such, are not regulated by the UK Financial Conduct Authority. Morningstar Managed Portfolios are intended for citizens or legal residents of the United Kingdom. These portfolios can only be made available through the use of an Investment Adviser appropriately authorised and regulated by the Financial Conduct Authority.
The services detailed via the Menu dropdown are not offered by Morningstar Investment Management Europe Limited. The services detailed in the Menu dropdown are offered by other entities within the Morningstar group that are not authorised and regulated by the UK Financial Conduct Authority.
For information about the Morningstar Investment Management Europe Limited Complaints Handling Process, please click here.