A global reshuffling in stock-market hierarchy is underway. AI is propelling Taiwan and South Korea past a couple ...

Discover how an equity market neutral strategy balances long and short positions to hedge market exposure and achieve ...

Stagflation risks, a looming refinancing wall, and stress in lower-rated credit suggest spreads have far more room to widen ...

But while there may be some legitimate concerns about the power and influence of these big three fund managers, the truth is ...

Since we began publishing an annual study of revenue sources for Morningstar’s single-country equity indexes in 2019, the trend has been toward global interconnectedness. Each year, most markets saw ...

Markets don't hand out consistent winners. Equity leadership rotates between Growth and Value—sometimes gradually and ...

Under normal circumstances, the fund invests at least 80% of its total assets in equity instruments and related derivative instruments issued by, or tied economically to, companies located in ...

The U.S. private equity market has shown resilience, with a significant surge in deal activity during the third quarter of 2025, despite the uncertainties and volatility of the previous quarters. The ...

Read our latest insights into the U.S. private equity market. We cover monthly deal activity and size, fundraising, exits, leveraged loans, and a look ahead. Deal count: March deal count dropped ...

High equity taxes, alongside foreign institutional investor outflows, geopolitical tensions, and elevated oil prices, weigh ...

The lower middle market does not always scale elegantly, but it offers one of the clearest paths to differentiated returns in ...