Morningstar financial research library

The State of Semiliquid Funds 2025

Semiliquid funds are unlocking private markets for investors, with assets up 60% since 2022. Explore how they’re driving portfolio diversification with insights on structures, assets, and fees.

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US Stock Market Outlook: Q3 2025

Explore Morningstar’s Q3 2025 Stock Market Outlook for our latest market update, economic data, sector valuations, and more. Download now to learn more.

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2025 US Model Portfolio Landscape Report

Our Model Portfolio Landscape shares the latest analysis of the broader model investment portfolio industry and how it can benefit portfolio construction.

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US Economic Outlook: Q2 2025

Get the latest insights, analysis, and trends of the U.S. economy in our latest economic outlook report.

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Shocks to Income in a Lifecycle Model

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Investing in Artificial Intelligence Funds Report 2025: US Version

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2025 Financial Services Observer

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