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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 1396
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.
Morningstar explains the challenges of evaluating fund costs in the growing semiliquid market and introduces a new methodology designed to create more consistent, apples-to-apples comparisons.
Video
5 mins

How Morningstar Evaluates Semiliquid Fund Fees

Morningstar explains the challenges of evaluating fund costs in the growing semiliquid market and introduces a new methodology designed to create more consistent, apples-to-apples comparisons.
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.
A look at six signals that show the health of the US economy, and where they stand today.
Blog
5 mins

The Advisor’s Cheat Sheet to Recession Indicators

A look at six signals that show the health of the US economy, and where they stand today.
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.
Governors appoint utilities commissioners in most US states, so the outcome of the 28 gubernatorial races on Nov. 3 could directly reshape rate-setting policy through new commission appointments.
Research

US Utilities: Midterm Elections Could Shift Regulatory Outlook

Governors appoint utilities commissioners in most US states, so the outcome of the 28 gubernatorial races on Nov. 3 could directly reshape rate-setting policy through new commission appointments.
Research

Telecom Americas Industry Market Trends: Q4 2026

SpaceX's spectrum acquisition, Verizon's customer gains, and Canada and Latin America telecom trends: get Morningstar's 2026 Q4 Telecom Americas report.
Discover defense investment opportunities, attractive European valuations, our top stock picks, and fund strategies in a new global defense supercycle.
Research

Opportunities in Defense

Discover defense investment opportunities, attractive European valuations, our top stock picks, and fund strategies in a new global defense supercycle.
Bond markets across the board fell in the third quarter as inflation, deficit concerns, and the September Federal Reserve rate hike stretched yields and depressed prices.
Research
16 mins

Morningstar Markets Observer: Q4 2026

Bond markets across the board fell in the third quarter as inflation, deficit concerns, and the September Federal Reserve rate hike stretched yields and depressed prices.
A practical guide to nontraded REITs, including how they're valued, how liquidity works, the role of leverage and fees, and key considerations for advisors evaluating their place in client portfolios.
Blog
6 mins

How Nontraded REITs Work and Where They Fit in Portfolios

A practical guide to nontraded REITs, including how they're valued, how liquidity works, the role of leverage and fees, and key considerations for advisors evaluating their place in client portfolios.
Get Morningstar's Q3 2026 airline analysis: fuel shock impact, valuation trends, and forecasts for Delta, United, American, Southwest, and Air Canada. 
Research

North American Airline Industry Analysis: Q3 2026

Get Morningstar's Q3 2026 airline analysis: fuel shock impact, valuation trends, and forecasts for Delta, United, American, Southwest, and Air Canada. 
US long-term funds pulled in just $27 billion in September, ending a 5-month streak above $100 billion. See what’s driving the pullback and where investors moved money.
Blog
4 mins

US Fund Flow Streak Snaps in September

US long-term funds pulled in just $27 billion in September, ending a 5-month streak above $100 billion. See what’s driving the pullback and where investors moved money.

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