Explore
Select Region

Insights

Chief US market strategist Dave Sekera and chief US economist Preston Caldwell break down Morningstar’s current market valuation, share their latest economic and inflationary outlooks, and identify undervalued opportunities.
Webinar
71 min

Morningstar’s Q2 2026 US Market Outlook: Where to Take Profits and Where to Buy

Chief US market strategist Dave Sekera and chief US economist Preston Caldwell break down Morningstar’s current market valuation, share their latest economic and inflationary outlooks, and identify undervalued opportunities.

Blog
5 min

The Role of Semiliquid Funds in Portfolios

Private markets are no longer the exclusive domain of institutional giants. Discover their mechanics and trade-offs.

Research
30 min

2026 Retirement Plan Landscape Report

Constant turnover in plans, substantial asset outflows, and evolving investment trends are redefining the future of retirement for millions.

Blog
4 min

Asset Owners’ Tool of Choice for Manager Stewardship Alignment

Segregated mandates emerge as a preferred solution for asset owners seeking greater control.

All Insights

Showing 1-12 of 1662
The growth of private markets may be sapping public markets of fresh capital and investment opportunities.
Blog
12 mins

Small-Cap Stocks Should Reward Investors for Risk. So Why Don't They?

The growth of private markets may be sapping public markets of fresh capital and investment opportunities.
Alternative ETFs have attracted record inflows in 2026 through August, but the complexity of the category merits caution.
Eyebrow Translation 1
4 mins

Alternative ETFs: Types, Uses, and Portfolio Risks

Alternative ETFs have attracted record inflows in 2026 through August, but the complexity of the category merits caution.
Separating fact from fiction on this commonly misunderstood service.
Eyebrow Translation 2
3 mins

Debunking Five Myths About Managed Accounts

Separating fact from fiction on this commonly misunderstood service.
Blog
7 mins

Retirement Income Planning Playbook for Financial Advisors

Blog
7 mins

3 Retirement Innovations We're Excited About in 2026

How scale, cost efficiency, and new asset classes are reshaping the model portfolio ecosystem.
Eyebrow Translation 3
7 mins

2026 US Model Portfolio Landscape: Growth, Innovation, and the Future of Portfolio Construction

How scale, cost efficiency, and new asset classes are reshaping the model portfolio ecosystem.
Get our guide on questions investors ask when they want to know if financial advisors are worth it.
Blog
7 mins

How to Answer Popular Questions for Financial Advisors

Get our guide on questions investors ask when they want to know if financial advisors are worth it.
Investors are pouring money into these funds, but returns vary widely across investment vehicles.
Blog
9 mins

The Rise of Evergreen Funds: A New Way to Access Private Markets

Investors are pouring money into these funds, but returns vary widely across investment vehicles.
Blog
5 mins

Oil and Gas Industry Market Overview: Reassessing Opportunities Across the Sector

Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
Sales could reach 17 million units due to the industry’s ability to meaningfully increase incentives without destroying profitability.
Blog
8 mins

US Auto Market Trends 2026: Volume, Affordability, and Opportunity

Sales could reach 17 million units due to the industry’s ability to meaningfully increase incentives without destroying profitability.
Actively managed mutual funds and exchange-traded funds made up some ground from July 2025 through June 2026 but still lagged their average passive peer.
Research
20 mins

US Active/Passive Barometer Report: Mid-Year 2026

Actively managed mutual funds and exchange-traded funds made up some ground from July 2025 through June 2026 but still lagged their average passive peer.
Europe OE and ETF Flows Q2 2026
Blog
7 mins

European Fund Flows: Trends in Asset Classes, Active Management, and Thematic Investing

Europe OE and ETF Flows Q2 2026

Explore Insights by Theme

Let’s collaborate