Investment Research Library

Morningstar Prospects

Download our Morningstar Prospects fund list to learn about up-and-coming and under-the-radar investment strategies. Get new and emerging fund ratings now.

Emerging-Equities Market Pulse

Explore the latest emerging market investment opportunities and risks in our Emerging Market Equities report and take advantage of global equities now.

Liquid Alternatives Observer

How are alternative investments performing? Read our latest edition of the quarterly Liquid Alternatives Observer to find the latest trends, strategies, and more.

In the complex world of investing, it’s essential to navigate effectively and avoid potential pitfalls. Introducing our latest report, a deep dive into the power of Momentum Inflection Factor, a new approach to momentum investing that could redefine your strategies.

Morningstar’s Primer on Defined Outcome ETFs

In this primer, we break down how defined outcome funds work and how investors can use them. With leading research, wealth managers can help their clients make more informed decisions about a burgeoning product.

Global Thematic Funds Landscape

Our research shows that thematic funds—ranging from artificial intelligence to cannabis—have surged in recent years, with $806 billion in assets under management as of the end of 2021. In this report, we classify global thematic funds, analyze emerging trends, and offer clarity and guidance to investors.

A Global Guide to Strategic-Beta Exchange-Traded Products

How does the growth and performance of the strategic-beta space compare to the broader exchange-traded product market? In this annual report, we use our refined taxonomy and attributes to analyze these products and provide comprehensive insights into how the strategic-beta ETP environment has evolved over the past year.

The Reasons Behind Fund Closures

Fund closures hurt investors. When managers liquidate a fund, investors may be left with unexpected costs and tax bills. Merged funds could push investors into strategies that they didn’t originally choose. And fund closures are on the rise—2020 saw the highest number of shutdowns in the last 16 years. In this report, we examine common characteristics among funds that shutdown.