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Read the paper here: Multi-Assets 2026 Tom Mills and Thomas DeFauw stop by the podcast to discuss their recent report on the European (and UK!) multi-asset fund landscape. Investors seem to be gradually regaining their trust in allocation funds after 2022's tough market, though some challenges rem…
Read the report here: European Active/Passive Barometer 2026 When should you invest in actively-managed funds and when is it better to stick to low-cost ETFs? If only there was a simple, research-based tool to help with the decision! In this episode, Eugene Gorbatikov and Jose Zarate present Mornin…
Read the paper here:  ⁠The Role of Semiliquid Funds in Portfolios | Morningstar⁠ The mainstreaming of private asset funds is in full swing, but many investors are still confused about what role these products should play in a portfolio. Chris Tate tackles some of the biggest claims being made about…
Read the papers here: The State of ELTIFs 2026 LTAF Landscape 2026 Mara Dobrescu and Evangelia Gkeka dive into the growing world of European and UK semiliquid funds aimed at retail investors. Find out what ELTIFs and LTAFs are all about, how regulations in both markets have impacted these products’…
Read the full paper here: Bold Managers | Morningstar Do you know how much concentration risk you're taking in your investment portfolio? Francesco Paganelli and Mathieu Caquineau think the true answer might surprise you. This week, they stopped by the podcast to discuss their recent study of conce…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Morningstar است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.