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Today, we're celebrating 40 years of investors first! From our humble beginnings in 1984 to becoming a beacon of independence, transparency, and long-term focus, our journey has been nothing short of extraordinary. To all who've been a part of this incredible Morningstar story since 1984, we say thank you!

Wim Vandenhoeck from Invesco US: "Yes, projects in emerging and frontier markets have been dependent on public money, but that has played a crucial role in convincing private markets to join in." #MSIS24 was excusively in person only, but we are pleased to share a snippet from the video interview with Wim here. ?? Stay ahead of the curve with our 2025 edition news—subscribe for updates today!?? https://spr.ly/6042s0Lag

On 4th December, join Morningstar Wealth EMEA for their upcoming Financial Adviser Investment Outlook 2025 webinar! Hosted by Mike Coop, Chief Investment Officer, EMEA, and Dan Kemp, Chief Investment and Research Officer, they'll overview the highlights of our outlook to give you the context you need to support you, your business and your clients. This will be a popular session, so reserve your place today! https://spr.ly/6042sLUim

The #MorningstarIndexes team visited Invesco's booth at #MSIS24 last week to have their AI-generated pictures taken. Here’s how they turned out… ?? ?? ??♂? ??♀? Layla Hirschfelt Fabio Peyer Suzanne Ropeta Tim Benedict Robert Edwards, CFA Ron Zeitoun

Advisors say less is more https://spr.ly/6048s2dao The competition for advisors’ time, attention, and allocations has never been more intense. Discover what we learned from our recent surveys about the evolving relationship between financial advisors and asset managers in our new blog.

Congratulations to #MorningstarRetirement’s Thomas Idzorek for being featured in the Journal of Portfolio Management’s 50th anniversary issue with his paper, Domesticating the Factor Zoo with Economic Theory, written with Yale School of Management’s Roger Ibbotson and Paul Kaplan. You can read it here: https://spr.ly/6040s2dqs. The authors identify what they think of the most likely asset pricing factors moving forward. Important disclosures: https://spr.ly/6041s2dqt

Last week, Burberry's new CEO set out a strategy to turnaround profitability, which saw shares increase. Jelena Sokolova, CFA explained to The Times that the strategy was “encouraged by Burberry’s focus on areas where the brand is strongest, namely outerwear and scarves. We previously argued that these areas, which differentiate Burberry from its peers, are not emphasised sufficiently. That said, these products contribute around 40 per cent to 50 per cent of revenue by our estimates and wouldn’t, alone, move the needle for a brand turnaround.” https://spr.ly/6044s0TIm

Following the US election result, Morningstar's Shannon Kirwin told CNBC that a significant chunk of investors were hoping for European bonds to hold up “fairly well” in the coming years, while the euro is expected to weaken. https://lnkd.in/guSy6AXe “Even before the U.S. election, the consensus among the bond fund managers I have spoken with was that the European bond market offered more compelling value than the U.S. market. As a result, many managers had already positioned their portfolios to be slightly tilted towards European credit and away from US corporate bonds,” she added.

The 2024 Morningstar Sustainable Investing Summit (#MSIS24) took place at Beurs van Berlage in Amsterdam, Netherlands, featuring several key moments. Here are five highlights from Day 2 ??

Are your clients' investment strategies ready for 2025? Join this discussion with Morningstar analysts as they explore key themes like AI and interest rates while sharing actionable insights on how to build a resilient portfolio for next year and beyond.?Register today!