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MorningstarIntroducing the Morningstar Medalist Rating methodology for semiliquid funds
May 6, 2025Interval funds can provide access to private investments and are due for diligence.Article
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Private EquitySizing Up the Canadian Telecom Market: We Like the Prospects for Telus and BCE Most, but All Are Solid; Invest Opportunistically
July 12, 2022Sizing Up the Canadian Telecom Market: We Like the Prospects for Telus and BCE Most, but All Are Solid; Invest OpportunisticallyResearch
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Venture CapitalIntegrating ESG Into Morningstar’s Equity Research: A User’s Guide
June 26, 2022Learn more about how we at PitchBook and @Morningstar formalize the process for ESG and incorporate it into our existing methodology.Research
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Private DebtPitchBook adds leveraged loan, data insights as LCD deal closes
May 31, 2022PitchBook parent Morningstar has completed its acquisition of private-debt data provider Leveraged Commentary Data from S&P Global, forging an integrated research platform that will serve as a one-stop shop for news and research on private finance.Article
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TechTesla Shares Sink as Market Worries Musk is Losing Focus
May 19, 2022Morningstar equity research analysts utilize our world-class methodology to provide investors with unbiased, differentiated research on innovative companies like Tesla Inc.Research
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Private EquitySome REITs Have More to Yield Than Others: An Analysis of REIT Dividends for Income-Oriented Investors
February 28, 2022A deep analysis of Real Estate Investment Trusts (REIT) dividends with final recommendations for the best ones for investors to own.Research
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Private EquityU.S. Economic Outlook: First-Quarter 2022
February 28, 2022Morningstar looks past near-term headwinds to understand the U.S. economy’s trajectory in 2022.Research
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TechMoats, Motors, and Markets 2022
January 31, 2022Morningstar analysts see growth for the global auto industry in 2022—suppliers are the primary source of intellectual property and economic moats, while automakers are less responsible.Research
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Private EquityA Giant LEAP Forward: Safran Remains Attractive
December 8, 2021Safran is well positioned for a recovery and benefits from underlying market growth drivers over the longer-term.Research
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Private EquityEquity Research ESG Risk Integration - Initial Takeaways
December 5, 2021ESG risks are woven into our methodology and investment recommendations. Read more about how our analysts view ESG risks from a long-term perspective.Research
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