Explore
Select Region

Insights

On Oct. 27, join Senior Director of Market Research Joe Agostinelli and Head of Advisor Software, Direct Platform Thomas Aviles as they dive into the insights on client engagement, AI adoption, and private markets that can help advisors enhance their practice and client relationships.
Webinar
60 min

Register Now: Morningstar Investor Perspectives for Financial Advisors

On Oct. 27, join Senior Director of Market Research Joe Agostinelli and Head of Advisor Software, Direct Platform Thomas Aviles as they dive into the insights on client engagement, AI adoption, and private markets that can help advisors enhance their practice and client relationships.

Sustainalytics
10 min

The Magnificent Seven Through an ESG Lens

Sustainalytics unpacks how expanding AI infrastructure and data center development are increasing exposure to water scarcity, operational constraints, and regulatory scrutiny.

Blog
4 min

The Global Shift From Saving to Investing

Morningstar researchers answer questions on market structure, private markets, and policy priorities.

Blog
5 min

Faster IPO Coverage in Morningstar's Risk Model: See the Risk Sooner

SpaceX's IPO shows the value of this more accurate, more timely assessment of risk.

All Insights

Showing 1-12 of 1930
On Oct. 28, Morningstar experts will explain how Model Context Protocol (MCP) is changing the way financial services organizations connect AI to investment research, analytics, and market data.
Webinar
30 mins

Register Now: Connecting AI to Trusted Data with MCP

On Oct. 28, Morningstar experts will explain how Model Context Protocol (MCP) is changing the way financial services organizations connect AI to investment research, analytics, and market data.
On Oct. 27, join Joe Agostinelli and Thomas Aviles as they unpack their research on the attitudes, behaviors, and preferences of today's US financial advisors.
Webinar
60 mins

Register Now: Insights from Morningstar Investor Perspectives - Financial Advisors

On Oct. 27, join Joe Agostinelli and Thomas Aviles as they unpack their research on the attitudes, behaviors, and preferences of today's US financial advisors.
Explore AI compute constraints, hyperscaler capex and memory cycles shaping semiconductors in Q3 2026. Read Morningstar’s full industry analysis.
Research
42 mins

Q3 Semiconductor Pulse: AI Demand Is Rewriting the Rules for Chipmakers

Explore AI compute constraints, hyperscaler capex and memory cycles shaping semiconductors in Q3 2026. Read Morningstar’s full industry analysis.
Where Morningstar's equity analysts see opportunities in the fourth quarter.
Blog

Europe Equity Outlook: Opportunities Become More Selective

Where Morningstar's equity analysts see opportunities in the fourth quarter.
The methodology behind the Morningstar Economic Moat Rating, and where we see investment opportunities by sector.
Blog
10 mins

Economic Moat Ratings: How Competitive Advantages Stack Up

The methodology behind the Morningstar Economic Moat Rating, and where we see investment opportunities by sector.
What government debt concerns mean for Treasury yields, a look at the "Undervalued 7," and more.
Blog
7 mins

From AI Spending to Recession Risk: The Questions Advisors Are Asking About the US Stock Market Outlook

What government debt concerns mean for Treasury yields, a look at the "Undervalued 7," and more.
Morningstar examines the complex fee structures behind semiliquid private market vehicles, including incentive fees, acquired fund fees, and disclosure challenges.
Video
7 mins

Why Semiliquid Funds Cost More than ETFs

Morningstar examines the complex fee structures behind semiliquid private market vehicles, including incentive fees, acquired fund fees, and disclosure challenges.
What's behind Anthropic's $34 billion financial charge, the impact of AI-driven job reductions on inflation, and more.
Blog
5 mins

AI IPOs, Inflation Risks, and Europe’s Value Case: Insights From the EMEA Q4 Market Outlook

What's behind Anthropic's $34 billion financial charge, the impact of AI-driven job reductions on inflation, and more.
Passive investing continues to gain ground, but active opportunities still exist.
Blog
7 mins

Active vs. Passive Mutual Fund Performance: When Do Active Managers Win?

Passive investing continues to gain ground, but active opportunities still exist.
Explore the utilities sector outlook 2026 and the key utilities industry trends driving growth and top utility stock opportunities.
Blog
4 mins

US Utilities Analysis 2026: Key Utilities Industry Trends Shaping Growth

Explore the utilities sector outlook 2026 and the key utilities industry trends driving growth and top utility stock opportunities.
Learn how to evaluate long-term funds with Morningstar Direct and a three-part framework: cost-effective, sensible, and repeatable.
Video
5 mins

A Three-Part Framework for Choosing Funds That Last

Learn how to evaluate long-term funds with Morningstar Direct and a three-part framework: cost-effective, sensible, and repeatable.
Active ETF strategies vary widely. Explore five issuer launch paths and evaluate them with Morningstar Direct.
Video
5 mins

Five Ways to Launch ETFs

Active ETF strategies vary widely. Explore five issuer launch paths and evaluate them with Morningstar Direct.

Explore insights by topic