Morningstar’s Diversification Landscape

Beyond creating a well-diversified portfolio, investors can particularly benefit from a portfolio whose diverse assets have a low or negative correlation. In this report, we dig into how asset classes performed, how their correlations shifted during 2020, and the implications that changes may have on best practices for building a portfolio.


Cover page of the Morningstar diversification landscape
In this report, you will find:
  • A deep dive into the correlations between key asset classes in 2020
  • What this performance indicates about how each asset class fits into a portfolio
  • Longer-term trends driving the benefits and drawbacks of each asset class
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