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Morningstar’s Diversification Landscape

Diversification has often been called the only free lunch in investing but can be difficult to implement. During periods of market stress, diversification has proved its mettle. But when times are good, it can lead to lower returns. The shifting landscape for both interest rates and inflation further complicates matters.

In our 2022 Diversification Landscape, we dig into how different asset classes performed in 2021, how these asset classes’ correlations have changed, and what those changes mean for investors and financial advisors trying to build well-diversified portfolios.

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Research Library Morningstar’s Diversification Landscape

What's Inside

  • A deep dive into the performance of key asset classes in 2021, including international equity, sector-specific indexes, and cryptocurrency
  • The diversification benefits of adding various assets to a U.S. equity portfolio
  • An examination of how the landscape has shifted with the rise of interest rates and inflation

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