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As advisor interest in private credit, private equity, and other alternative investments continues to grow, understanding how Morningstar evaluates semiliquid funds is becoming increasingly important.
Blog
9 min

Breaking Down the New Morningstar Medalist Framework Updates

As advisor interest in private credit, private equity, and other alternative investments continues to grow, understanding how Morningstar evaluates semiliquid funds is becoming increasingly important.

Blog
4 min

Opportunities in Defense: The Supercycle May Be Just Getting Started

Rising geopolitical tensions, accelerating military spending, and attractive valuations are creating new opportunities across the defense sector.

Blog
5 min

Turn Scattered Data to Client-Ready Analysis

Fragmented research, slow due diligence, and manual reporting—investment analysts, portfolio managers, and fund selectors describe how Morningstar Direct solves it all.

Blog
3 min

What More Than 500 Advisors Revealed About the Advice Industry

Highlights from Morningstar's 2026 Investor Perspectives webinar, featuring survey insights from more than 500 financial advisors.

All blog posts

Showing 1 to 12 out of 426
Strong equity demand continued, but investors increasingly sought defensive and income-oriented exposures.
Blog
5 mins

Canadian ETF Flows Q3 2026: Defensive Strategies Gain Favour

Strong equity demand continued, but investors increasingly sought defensive and income-oriented exposures.
Everything from Taiwan's resilience amid the AI trade to the risks facing fixed-income investors.
Blog
5 mins

AI, Bond Opportunities, and China Investing: The Biggest Questions From Morningstar’s Asia Investment Outlook

Everything from Taiwan's resilience amid the AI trade to the risks facing fixed-income investors.
Blog
5 mins

European Fund Fees Keep Falling as Investors Reward Lower-Cost Funds

From financial regulation and oversight to market performance and economic fundamentals, here's what financial professionals should be watching.
Blog
5 mins

After the 2026 Midterm Elections, What’s Next for Investment Portfolios and Policy?

From financial regulation and oversight to market performance and economic fundamentals, here's what financial professionals should be watching.
Bond yields are at their highest levels in years. Explore what rising rates mean for fixed-income investors and where opportunities may be emerging.
Blog
4 mins

Bonds Are Back? What Rising Yields Mean for Investors

Bond yields are at their highest levels in years. Explore what rising rates mean for fixed-income investors and where opportunities may be emerging.
The technology sector's biggest players are deploying capital at unprecedented scale to build out AI infrastructure, but there's a critical timing mismatch that warrants close attention.
DBRS Credit

Hyperscalers: AI Investment Will Outpace Near-Term Earnings

The technology sector's biggest players are deploying capital at unprecedented scale to build out AI infrastructure, but there's a critical timing mismatch that warrants close attention.
Asian equities entered the fourth quarter on firmer footing after a healthy correction in technology shares.
Blog
5 mins

Asia Equity Outlook Q4 2026: Technology Pullback Creates New Opportunities

Asian equities entered the fourth quarter on firmer footing after a healthy correction in technology shares.
Highlights from Morningstar's 2026 Investor Perspectives webinar, featuring survey insights from more than 500 financial advisors.
Blog
3 mins

What More Than 500 Advisors Revealed About the Advice Industry

Highlights from Morningstar's 2026 Investor Perspectives webinar, featuring survey insights from more than 500 financial advisors.
Equity funds attracted the largest share of investor demand, drawing EUR 107.8 billion in new assets.
Blog
4 mins

Europe ETF Flows: What's Happening in 2026?

Equity funds attracted the largest share of investor demand, drawing EUR 107.8 billion in new assets.
As advisor interest in private credit, private equity, and other alternative investments continues to grow, understanding how Morningstar evaluates semiliquid funds is becoming increasingly important.
Blog
9 mins

Breaking Down the New Morningstar Medalist Framework Updates

As advisor interest in private credit, private equity, and other alternative investments continues to grow, understanding how Morningstar evaluates semiliquid funds is becoming increasingly important.
Automatic enrollment and escalation can raise saving rates, but those higher rates may not follow workers when they change employers.
Blog
5 mins

The Pension Protection Act at 20: Defaults Built for a Job You Keep

Automatic enrollment and escalation can raise saving rates, but those higher rates may not follow workers when they change employers.
Rising geopolitical tensions, accelerating military spending, and attractive valuations are creating new opportunities across the defense sector.
Blog
4 mins

Opportunities in Defense: The Supercycle May Be Just Getting Started

Rising geopolitical tensions, accelerating military spending, and attractive valuations are creating new opportunities across the defense sector.