New benchmark tracking both public and private markets in 1 index the first of its kind, says Morningstar — what it means for investors of all types

F inancial services firm Morningstar has launched a new benchmark — which it says is the first of its kind — that tracks 100 ...
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Morningstar launches benchmark tracking both public and private markets in 1 index — here’s what it means for investors

Financial services firm Morningstar has launched a new benchmark — which it says is the first of its kind — that tracks 100 of the top public and private market companies in one index. Titled the ...
Morningstar

What Investors Need to Know About the Steepening Yield Curve

Shorter-term US Treasury yields have fallen, while yields on longer-dated bonds could remain elevated, thanks to the threat of higher inflation and investor concerns surrounding the federal deficit.

Morningstar: Short-Term Active Fund Outperformance Is Often Random

A study spanning from 2021 to 2024 found few actively-managed funds stayed in the top quartile for performance longer than a ...

Morningstar to expand coverage of 10 to 12 KiwiSaver providers

Investment research firm Morningstar Australia will expand its coverage of KiwiSaver funds, starting with 10 to 12 providers, ...
Multi-Housing News

Morningstar, Harrison Street Team Up on 21-Asset Portfolio

Morningstar and Harrison Street have formed a joint venture for the ownership of 21 self storage assets across seven states.
Morningstar

Is the U.S. economy getting weaker? Here's what we know.

Worries about the economy might be starting to affect consumers' spending decisions. If the U.S. economy was really flying high, the Federal Reserve wouldn't have lowered interest rates last month. So ...

University of Chicago selling Center for Research in Security Prices to Morningstar

The University of Chicago is selling its Center for Research in Security Prices to the investment firm Morningstar for $375 ...