Morningstar

Professional Investors
Will Andy Burnham scrap stamp duty?
Will Andy Burnham scrap stamp duty?
The frontrunner to succeed Keir Starmer has previously called it “a tax on the aspirations of young people"....
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Professional Investors
The Data Center Problem for Sustainable Investing
Confronting AI's sustainability issues
Surging demand for data centres is creating new challenges for sustainable investors.
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Professional Investors
When Income Meets ESG
Income investing in the ESG era
As ESG considerations move from optional to essential, investors are asking whether sustainable strategies...
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Professional Investors
Are UK Stocks a Value Trap or a Value Opportunity?
UK stocks: Value trap or value opportunity?
A decade after Brexit, could UK equities be poised for a bounce back?
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Professional Investors
GBP Falls and FTSE 100 Stocks Wobble After Andy Burnham By-Election Victory
Burnham Effect: What the Makerfield result means for UK markets
Stocks, bonds, and currency markets opened lower as investors weigh the prospect of political change...
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Professional Investors
AI is transforming fund research — but not investment decisions
AI is transforming fund research — but not investment decisions
Morningstar finds generative AI is delivering firms with productivity gains but has not crossed the...
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Professional Investors
European asset managers: Growth opportunities exist amid pressures
European asset managers: Growth opportunities exist amid pressures
Morningstar's latest analysis of European asset managers suggests fee compression, passive investing...
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Professional Investors
SpaceX IPO: The hype, the price, and the opportunity
SpaceX IPO: The hype, the price, and the opportunity
Is its valuation justified?
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Professional Investors
Rate tailwinds favour European banks... but the easy gains may be over
Rate tailwinds favour European banks... but the easy gains may be over
Morningstar finds higher interest rates are continuing to support earnings and capital strength, although...
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Professional Investors
Why avoiding losers matters more than finding winners in Europe
Why avoiding losers matters more than finding winners in Europe
Research into nearly 11,500 European funds suggests fund selectors may gain more by identifying persistent...
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Professional Investors
How much can retirees safely spend from their portfolios?
How much can retirees safely spend from their portfolios?
Retirement income decisions are being shaped by inflation and longevity trends.
Professional Investors
European asset managers reassess outlook after Q2 reversal
European asset managers reassess outlook after Q2 reversal
How has geopolitical uncertainty impacted active strategies?
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