Funds

Where do investment opportunities live today—public markets, private markets, or somewhere in between?

Also, his firm’s rare rating.

Morningstar data shows a surge in ETF demand as European investor confidence returns, with US stocks, global indexes, and gold leading allocations.

Causeway’s Sarah Ketterer on how AI will ultimately benefit software stocks. Plus, a positive outlook for international cyclical stocks, and active management vs. activism.

Stocks added to the index get a short-lived boost but often lag comparable peers for years.

Allianz multi-asset manager Marcus Stahlhacke says the next phase of market returns will be broader, more volatile, and less dependent on a narrow group of dominant stocks.

Morningstar is simplifying its Medalist Rating.

Open-end and ETF flows in Q1 increased on the prior quarter, but March triggered outflows.

Among the trends, expect higher oil prices for longer, reshoring, energy saving, and a better outlook for gold.

5 key takeaways for stocks, bonds, and global diversification from 2025’s market results.

European long-term investment funds—a way for retail investors to gain exposure to private markets and other illiquid assets- have continued to pick up steam.

Here’s where top stock-pickers have been investing lately.

These managers and management teams consistently impress.

Why private markets can fall into investors’ ‘too-hard pile,’ key questions to ask about evergreen funds, and whether the return is worth the risk.

ASML Holding is the most widely held stock in the top 10 holdings of the best-rated European equity managers.

From Schroders to Morgan Stanley, leading fund managers reveal how they’re navigating high valuations and steady inflows into euro investment-grade credit.

Looking at the Morningstar Categories with large outflows for some potential future winners among European funds.

The manager of top-performing Polar Capital Global Technology Fund explains where AI stock leadership is shifting and which tech stocks could lead the next cycle.

Robeco’s veteran fund manager Wim-Hein Pals explains where emerging markets investors can still find value after a 30% rally.

After a record year for gold, Joachim Berlenbach explains the drivers of the 2025 rally and the outlook for 2026.