Investment Insights
Timely insights from Morningstar Investment Management
FEATURED RESEARCH
Financial Adviser
Investment Outlook 2025

Latest investment insights
A Key to Surviving the Global Market Selloff: Be Lazy

Letter from the CIO: Change creates opportunities

Tax year end checklist

Morningstar Wealth Platform: Tax year end 2024/25 deadlines

Morningstar Wealth Platform: Drawdown adviser journey enhancements

Global Convictions & Outlook - January 2025

Letter from the CIO: Vigilance

Letter from the CIO: Lessons from 2024

Letter from the CIO: Putting the US election into perspective

How likely are elections to impact markets?

Letter from the CIO: Taking profits and staying diversified
Pre-Budget thoughts on capital taxation

Adviser to client: Investing in a year of elections
Challenging markets can lead to investment opportunities

In the news
Morningstar’s Coop looks to UK and China

Pensions adequacy: what clients need to do and how advisers can help

Morningstar: The curse of knowledge

Is the party over for US equities?

What financial advisers need to know about the current bond hikes

Morningstar: What the public-private convergence means for advisers

Bereaved families deserve better from financial services

Has inflation been tamed in the UK?

2025 Outlook: China, UK housebuilders, Interest Rates and AI

Trump’s tariff plan is the biggest wild card for US equities

Why has this ESG fund become so popular among DFMs?

Time to lookbeyond the US

2024 was better than expected for investors

3 Investing Mistakes to Avoid in 2025

Advisers must focus on long-term goals ahead of 2025 market challenges

Platforms and MPS providers 'do want to raise standards'

Investors should do less, not more, following Trump’s re-election

Top performing portfolios in Defaqto’s MPS Growth Comparator

Simplifying client reviews with consolidated reporting

Morningstar Wealth launches consolidated reporting tool for paraplanners

Morningstar Wealth introduces a new consolidated reporting tool

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