Morningstar

Professional Investors
Autumn Budget 2026: Could Inheritance Tax Be Scrapped?
Could the Chancellor scrap inheritance tax?
With the Autumn Budget approaching, Morningstar explores what could happen to inheritance tax.
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Professional Investors
Europe ETF Monthly Flows Roundup August 2026
ETF flows in Europe set for record year
Morningstar reviews net flows of European ETFs and ETCs in August as the market strengthened with strong...
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Professional Investors
The Analyst in the Loop: How AI Is Expanding Manager Research
How is AI changing manager research?
Morningstar explores how AI can expand manager research while keeping analysts at the heart of investment...
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Professional Investors
Active fund managers adopt new investment strategies
Europe’s fund industry continues its transition
Morningstar compares the 100 largest fund families in Europe as passive funds continue to gain market...
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Professional Investors
European Active/Passive Barometer Report: Mid-Year 2026
Active management faces a tough equity test
Morningstar examines the latest success rates for active managers across European equity and fixed-income...
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Professional Investors
Catastrophe Bond Funds: Understanding the Risks Behind the Returns
Cat bonds: High returns, higher risks?
Morningstar assesses the opportunities and trade-offs facing investors in the evolving catastrophe bond...
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Professional Investors
European Value Stocks Outperform Growth Stocks in July
European value stocks shine in July
Which European countries, sectors and investment styles performed best last month?
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Professional Investors
Europe Open-End and ETF Flows
What do Europe's fund flows reveal?
From fixed income to ETFs, Morningstar examines the investment trends driving fund flows across the continent....
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Professional Investors
How Big Is Too Big for an Equity Strategy?
Assessing when fund size erodes investment edges
Discover the three lenses Morningstar uses to evaluate equity funds.
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Professional Investors
Faith-Based Investing: Global Landscape
How have faith-based funds fared over the years?
Despite growing interest, faith-based strategies still account for only a fraction of invested assets....
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Professional Investors
European Active ETF Trends—Q2 2026 review
Why is active ETF adoption in Europe accelerating?
Morningstar’s Europe Active ETF Trends provides in-depth analysis of this fast-maturing market.
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Professional Investors
European Asset Management Industry: Q3 2026
Have private market firms lost their premium?
Which European asset management firms stand out in today’s environment?
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