Valerio Baselli
Valerio Baselli is a senior international editor for Morningstar EMEA.
Featured
More From Valerio Baselli

The Best Global Emerging Markets Bond Funds
These investment strategies earn Gold Medalist Ratings from Morningstar.

Crypto Winter or the Big Crash? Where the Bitcoin Price Goes Now
After a sharp slide towards USD 60,000, investors focus on the price impact of regulation, monetary policy, and the US midterms.

The Best US Small Cap Equity ETFs
Exchange-traded funds from L&G, iShares, State Street and Invesco make the list.

How Amazon and Alphabet Are Borrowing Billions in Europe for AI
US hyperscalers are issuing record levels of international debt, reshaping a key European bond market.

Will the US Dollar Rally Continue?
The US Dollar Index has reached a 13-month high, but experts are divided on the greenback’s outlook.

The Best Commodities to Invest in for the Second Half of 2026
Global X’s Roberta Caselli outlines why AI, defense, and energy themes are driving commodity price dynamics.

The 10 Best-Performing Defense ETFs in 2026
An ETF from Invesco leads performance in 2026 as global military spending and geopolitical tensions drive sector gains.

Gold Has Retreated From Record Highs. What’s Next?
Two key structural demand drivers appear set to support the gold price even after this year’s declines.

Why Is Bitcoin Plunging?
Bitcoin’s recent decline is being driven by a mix of ETF outflows, forced liquidations, regulatory uncertainty and a growing investor preference for AI stocks.

The Best Asia ex-Japan Equity ETFs
Exchange-traded funds from iShares, UBS, State Street, Xtrackers, and Amundi make the list.

Is the AI Supercycle Just Beginning?
Nuveen strategist Laura Cooper says artificial intelligence is evolving into a long-term investment theme.

3 Scenarios for Where Oil Prices Go from Here
Behind the daily volatility, the ongoing oil supply shortage may be causing a deeper structural shift that will keep oil expensive for longer.

Is Bitcoin a Safe Haven or Risk Asset? What the Iran War Rally Reveals
With the cryptocurrency’s Iran-war rally, bitcoin continues to flip-flop between performing like a safe haven and a risk asset.

The Best European Bank ETFs for Investors
iShares, SPDR, Invesco, Amundi, and Xtrackers make the list of top European financial sector exchange-traded funds.

Allianz Fund Manager: How to Position for a More Volatile Market Cycle
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.

Global Stocks: The Best- and Worst-Performing Sectors in Q1
The first quarter of 2026 marked a clear break from the tech-led rally, with a sharp rotation toward value, commodities, and defensive sectors.

4 Low Volatility ETFs for Unstable Markets
In times of market turmoil, strategic-beta ETFs geared toward risk reduction can provide a safety net for investors.

The 10 Best-Performing Defense ETFs to Buy in 2026
An Asia-focused defense ETF leads performance in 2026 as global military spending and geopolitical tensions drive sector gains.

Why Is Gold Falling Despite Iran War Uncertainty?
Economic forces, not geopolitics, are dictating gold’s path as volatility rises.

Cathie Wood: Tesla Stock Forecast, bitcoin Bull Case, AI Outlook
ARK Invest CEO explains why today’s AI cycle differs from the dot-com era, where investors should look for opportunity, and why autonomous mobility could become a USD 10 trillion market.

Contrarian Fund Picks for 2026
Looking at the Morningstar Categories with large outflows for some potential future winners among European funds.

The 5 Best Equity Income ETFs
These top-rated funds for each main geographical area are designed to offer regular, low-volatility dividends, regardless of market conditions.

Why the Next AI Stock Winners Won’t Be the Magnificent Seven
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.

Why Did Gold and Silver Prices Plunge?
The two precious metals wiped out $7 trillion in just one day in a perfect storm.

Bitcoin in 2026: How Investors Should Approach Cryptocurrencies Now
Bitwise CIO Matt Hougan makes the case for including cryptocurrency in diversified portfolios, but warns on behavioral risk.


