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  1. Home
  2. Insights
  3. Markets Insights

Markets Insights

Volatile markets can hide investment opportunities and risks. These research reports and quick reads reveal the fundamentals driving market moves.

Discover insights on private markets, sector outlooks, and major factors reshaping capital markets.

Showing 1 to 12 out of 101
US utilities are entering their largest investment cycle in decades to power AI data centers. See top stock picks and the risks to watch.
Blog
4 mins

US Utilities Outlook: AI Power Demand Meets Grid Investment

Blog
8 mins

Next Steps for Income Seekers After Rates

Blog
5 mins

2026 Utility Trends: AI, Data Centers, and Renewables

The active management landscape is evolving. Morningstar shares key trends and the value of a niche for investment teams at asset management firms.
Blog
5 mins

The Value of a Niche: Where Active Managers Can Win

Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
Blog
5 mins

Oil and Gas Industry Overview: Reviewing Opportunities

Blog
3 mins

Mining Industry 2024: Key Insights for Financial Advisors

Blog
3 mins

Apparel Industry Trends: What Advisors Need to Know

Blog
6 mins

European Fund Market Trends: ESG, ETFs, and More

Blog
5 mins

How Advisors Can Bridge the Investor Return Gap

Asian equities gained 32% last quarter, but outside of technology, valuations remain attractive. Here's where our analysts see opportunity in China, Japan, and beyond.
Blog
5 mins

Asia Equity Outlook Q3 2026: Where Are the Opportunities?

Blog
7 mins

UK Multi-Asset Funds: Trends in Fees, Flows, Performance

UK Homebuilders Q1 2026: Industry Analysis, Trends, and Opportunities
Blog
4 mins

UK Homebuilder Stocks: Q1 2026 Outlook

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