Global Trends from the Latest Morningstar Quarterly Market Update

Now available on-demand

The latest Morningstar Markets Observer shows fund returns and asset flows indicating a mix of performance chasing and defensive moves. How will this affect your fund selection decisions?

Peter Di Teresa

Head of Manager Selection

Shannon Zimmerman

Director of Manager Selection

The Morningstar Markets Observer is a quarterly report that reviews the most recent financial market trends and evaluates the performance of individual asset classes. The publication draws on the careful research and market insights of both our manager research analysts and quantitative analysts.

On November 14 at 11AM CST, we’ll share key takeaways from this report in a live, one-hour webinar. Join Peter Di Teresa, Head of Manager Selection and Shannon Zimmerman, Director of Manager Selection as they share insights on the top and bottom performing fund categories. We’ll go further and dig deeper into how your firm can approach your selection decisions for portfolios maintaining a long-term strategy when short-term market volatility is challenging.

In this webinar, you'll learn:

How long-term investors should think about short-term results
Fund changes that matter and key indications to consider selling
Utilizing a custom list of funds to ensure your investments include those that have the potential to effectively meet the needs of your clients

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