Morningstar

The journey of exploration, connection, and growth was in full swing at Morningstar India as we launched the second edition of our Career Avenues initiative! Our team kicked things off by diving into our diverse businesses at dedicated booths, gaining insights into career paths and growth opportunities. From learning about CFA certifications to exploring AI integration in their roles, and gearing up for speed mentoring sessions, the energy and enthusiasm were inspiring. With a week of workshops and networking behind us, we were thrilled to empower our people to take charge of their career journeys. Here’s to continuous learning, growth, and professional development! #LifeatMorningstar #MorningstarIndia #CareerDevelopment #Growth

We recently launched the Morningstar PitchBook US Modern Market 100 Index, and for the first time, investors can access a single, transparent benchmark that provides exposure to both public and private pillars of the US economy. In the video below, Don Phillips, Managing Director, discusses how the Modern Market 100 helps investors navigate the evolving market landscape 👇 Learn more about this groundbreaking new benchmark: http://spr.ly/6040AIiEr #MorningstarIndexes #PrivateMarkets #PublicPrivateConvergence #UnicornIndex

⛳ Swing, sip, and shine! 🏌️♀️ Morningstar’s Women’s Initiative (WIN) & Women in Technology (WIT) Employee Resource Groups in Chicago came together for an inspiring golf workshop right inside our office building, thanks to the amazing team at Five Iron Golf ! From first-time swings to pro-level tips, the event was a perfect blend of learning, laughter, and meaningful connections across teams and business units. 💬💼 A huge thank you to our incredible coaches, the top-notch service (and those delicious snacks & sips!) from Five Iron Golf, and the powerhouse members of WIN & WIT who made this event a hole-in-one. Let’s keep driving these empowering moments forward! 💪💚 #WomenInBusiness #GolfWorkshop #WINxWIT #FiveIronGolf #NetworkingWithPurpose #WomenWhoLead

The future of investing doesn’t fit neatly into public or private markets—it lives at the intersection of both. Last month Morningstar launched the Modern Market 100 Index, the first benchmark to track both public leaders and late-stage, venture-backed innovators like SpaceX and OpenAI. Join CEO Kunal Kapoor and other Morningstar experts for an Investors First webinar on how this index helps investors invest with a benchmark built for today’s markets. https://lnkd.in/gf2ryqBK

Philip Straehl recently sat down with Frank Holland to share valuable insights on the potential impact of renewed US-China trade tensions on the market. ✳️ Increased tensions could pose a threat to artificial intelligence and chip stocks, emphasizing the importance of evaluating investment portfolios. ✳️ With global uncertainties, domestic stocks might emerge as safer bets for investors. ✳️ As a traditional asset, gold could see increased demand amidst these market dynamics. ✳️ Positive signals from President Trump about China trade relations have boosted stock futures. ✳️ Although recently experiencing notable declines, there is optimism for recovery. ✳️ W&T Offshore Inc. (NYSE: WTI) has shown a sharp rise, recovering from its lowest levels since May. Curious to know more about what these developments could mean for investments? 📺 Watch the full CNBC segment to learn more: http://spr.ly/6046AIe98. What's your take on the current market scenario? Do you see gold as a viable asset amidst trade tensions? Share your thoughts in the comments section below! #MorningstarWealth #CNBC #WorldwideExchange Important Disclosures: http://spr.ly/6047AIe9D.

Dive into the latest market insights! Here's what you should know about current trends and their potential impact on investors: http://spr.ly/6049Axzib. 🔺 Recent stock rallies were sharply reversed due to tariff concerns. China's new export rules have prompted the Trump administration to add additional tariffs on Chinese goods by November 1, affecting industries relying heavily on rare earth elements. 🔺 Technology stocks took a hit, with notable declines from Apple, Broadcom, Intel Corporation, and NVIDIA. Energy stocks fell even further, driven by a 5.4% drop in crude oil prices. Discover the well of opportunities with Joshua Aguilar that were created by this decline: http://spr.ly/6041Axzid. 🔺 The dip in Bitcoin and Ethereum highlighted their volatility, whereas government bonds rose by 0.5%, maintaining their reputation as a reliable diversifier. Unpack this exposure with Max Curtin to learn more: http://spr.ly/6042Axzie. 🔺 As earnings season kicks off, analysts expect a 13.2% growth in year-on-year earnings, setting high expectations for surprises. However, ongoing government shutdowns could delay key economic data releases: http://spr.ly/6043Axzi5. Curious about how these trends might affect investments? 🔗 Dive into Dan Kemp's full article for an in-depth analysis: http://spr.ly/6044Axzig. How are you adjusting your investment strategies amidst these market shifts? Share your thoughts in the comments below! 💭 📅 And don't forget to check back for more insights in our next #WeeklyMarketRoundup! Important Disclosures: http://spr.ly/6045Axzi9. #MorningstarWealth #InvestmentInsights #AdvisorDevelopment

Thoughts today on the latest Trump-Xi tiff. We think entry into some China stocks may be attractive today: Despite the possibility of a replay on how the markets reacted back in April, we believe the looming threat may be short lived – and think that investors could use this opportunity to enter into China stocks at a more attractive price given that the Hang Seng Index is down 2% in early trading on Monday. There are a few reasons why we believe the threat may be short-lived this time: 1. Both sides appeared to be posturing ahead of their November 1 meeting when the tariff truce is set to expire. China has now softened its tone, clarifying that the export control does not mean a ban but rather requiring further permission in a news conference on Sunday.   2. Trump walked back on his threat by posting on social media later that the US wants to cooperate with China rather than hurting it, while JD Vance had a reconciliatory tone over the weekend, indicating that the two sides are still negotiating.   3. Risk-on assets such as bitcoin and Nasdaq futures are up 4% and 2% since the US market close on Friday, while S&P futures are up 1.3% as of 10 am HKT, suggesting that investor sentiment remains positive.    4. While the shutdown has not impacted global markets greatly, we believe that it is increasingly dampening consumer sentiment in the US, and we do not believe Trump wants to re-escalate foreign policy issues without solving the domestic shutdown first.

We just returned from an incredible week at the Geneos National Partners Conference in the City of Memphis, Tennessee, where the energy was electric and the conversations inspiring. 🎸 A big thank you to Geneos Wealth Management Inc. for hosting such a fantastic event! ⭐ Session Highlight ⭐ One of the standout moments was the educational roundtable sessions. Max Schankerman, RICP®, joined the panel to share insights on Morningstar Wealth's #EquitySMA products, showcasing how they can fortify disciplined and prudent portfolios. It's always a pleasure to contribute to such enriching discussions. Thank you to everyone who stopped by to chat at the booth. ✨ We had a blast discussing how we empower advisors and investors. If you have any lingering questions or want to keep the conversation going, don’t hesitate to reach out at wealth.us@morningstar.com. And a big thank you to #MorningstarWealth's Max Schankerman, RICP®, and Jim Shields, as well as Morningstar's Maggie Carlson and Brian Noonan! Their dedication and representation didn't just showcase our brand; they embodied our spirit and made every interaction shine. 🌟 We look forward to reconnecting in 2026! 🎊 Until then, let’s keep engaging, innovating, and growing together! Important Disclosures: http://spr.ly/6046AQ6tI.

PitchBook has spent nearly two decades setting the standard for private market intelligence, helping investors act with greater clarity and confidence.   Great to see their story highlighted and proud to have them as part of the Morningstar family.