FUNDS RESEARCH News & Analysis

Driven by an outbreak of global inflation not seen in decades, markets have shifted dramatically in 2022.  Global equity managers with quality...

These ETFs focus on global stocks and earn Morningstar Analyst Ratings of Silver and Bronze.

Since its meteoric rise in 2020, the disruptive innovation ETF has been one of the worst-performing US funds as aggressive-growth stocks held fell...

But investors should think twice before chasing the next hot theme, writes Kenneth Lamont.

Government bonds present tricky questions for fund managers to address when applying ESG principles.

Morningstar Prospects allows analysts to share what they believe are the most promising members of their research "bench".

While some LIC managers across the country nervously wait for hostile approaches, others are learning to adapt and survive.

The rapid growth of ESG investment options in recent years has increased the burden for fund selectors and investors who want to build ESG portfolios.

Morningstar makes changes to the active funds under coverage.

Each of these four answers a very different question for investors.