Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
Morningstar
AI in financial advice: where investors draw the line
Morningstar’s behavioural study shows reactions hinge on the use case and on how advisers explain, govern, and remain accountable for AI-assisted work.
How financial advisers support clients during market volatility
A Morningstar behavioural study examines client reactions during turbulent markets and outlines communication approaches advisers use to address concerns.
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.
How advisers can prevent ‘fight or flight’ from destroying returns
Morningstar’s Investment Outlook for 2026 highlights trends in the US and domestic equity markets that it believes advisers and investors should watch.
Report on active and passive portfolios reveals key trends for investors
The Morningstar Barometer shows where active management adds value and where low-cost passive strategies hold the upper hand.
Correction – Morningstar 2020 South Africa Fund Award Winners
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. […]
