When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

“How has the stock market gone up in the face of all this?” It’s a question I’ve fielded repeatedly from investors unnerved by tariffs, the US government shutdown, debt and deficits, and other ...

Morningstar has published an investor Q&A dated December 23, 2025, compiling written responses to shareholder and prospective investor questions received through December 5, 2025, as part of its ...

Behind the chatbot hype, Morningstar highlights a surge in AI-related capex, questions around execution, and stealth ...

Laura Lutton leads Morningstar research, helping financial advisors understand and compare complex semi-liquid investment ...

International stocks can offer investors diversification away from crowded US markets. Here are seven ETFs and funds ...

Research firm Morningstar launched the Morningstar PitchBook U.S. Modern Market Index (Modern Market 100), an index that tracks the performance of 100 of the largest companies in the U.S. across both ...

Discover how Morningstar's rating system works, its accuracy, and alternative approaches for mutual fund evaluation. Enhance ...

Robinhood on Monday said that the closed-end fund, which was registered with the Securities and Exchange Commission (SEC) last month, is aiming aims to offer retail investors exposure to companies “at ...

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a ...

We’ve reached the end of 2025 and it’s New Year’s Resolution season. It is a common misconception that this is the time that ...