
Investors may need to look harder for opportunities, says Morningstar
As optimism rises and valuations stretch, there is a shift from broad exposure to disciplined, valuation-driven analysis.

As optimism rises and valuations stretch, there is a shift from broad exposure to disciplined, valuation-driven analysis.

Morningstar’s Investment Outlook for 2026 highlights trends in the US and domestic equity markets that it believes advisers and investors should watch.

The Morningstar Barometer shows where active management adds value and where low-cost passive strategies hold the upper hand.

An earlier article about the Morningstar awards incorrectly linked the 2019 media release. Here is the correct 2020 release – congratulations to the winning funds and apologies for publishing the incorrect media release. […]