Markets Recon

Morningstar

10,001+ employees Financial Services

About Morningstar

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

Expertise

Investment research

Building the Bridge to Wealth

06 Oct 2026

Advisors are struggling to convert retirement plan relationships into wealth management clients, according to new research from Cerulli Associates and Morningstar.

By Morningstar In Wealth Practice, Industry

The 2026 HSA Report: Uncovering the Best Investment Providers

23 Sep 2026

Download Morningstar's annual HSA report to learn about the evolving HSA market share and details of the largest HSA providers.

By Morningstar

Q2 2026 Stock Market Outlook: Don’t Panic, Readjust

26 Mar 2026

Use the volatility to your advantage; where to harvest gains and where to redeploy.

By Morningstar

2026 Global Outlook Report

17 Dec 2025

The impact of interest rates and dollar strength on global markets, and what these shifts mean for asset allocation and inflation expectations. How diversification and risk management strategies ca...

By Morningstar

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