Beyond the Stars

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Have you ever wondered what Morningstar’s manager research analysts are up to when they aren’t rating funds? On Beyond the Stars, host Shannon Kirwin sits down with members of Morningstar's European manager research team to discuss their latest research and insights into the fund industry. Tune in to hear what's on analysts' minds and how our research can help investors make smart investment decisions.

  1. 29. Juni

    The Persistence Puzzle: What It Takes to Stay on Top

    Eugene Gorbatikov explains why persistent outperformance is elusive for actively-managed funds, and when strategies have the best chances to hang on to a winning streak.   Check out the full paper here: Persistence in European Mutual Fund Performance

    15 Min.

  2. 23. Juni

    Alpha Courtesy of AI

    Read the paper: ⁠AI in Active Fund Management: The State of Adoption in 2026⁠ Mathieu Caquineau and Monika Calay explain how fund managers are already incorporating AI tools into their investment processes and where the industry’s AI adopters are likely headed next.

    17 Min.

  3. 22. Mai

    The Brexit Decade: UK Stocks and the Fallout of the 2016 Referendum

    The UK voted to leave the European Union ten years ago. What have the consequences of that decision been for the nation’s equity market? Henry Ince and Michael Born have dug into the data and are here to share their insights into how the Brexit referendum has shaped investor experiences for the past decade—and what opportunities the future might hold. Read the paper here: https://www.morningstar.com/en-gb/business/insights/research/brexit-impact-on-uk-market

    19 Min.

  4. 7. Mai

    Should AI Revolutionize Your Portfolio?

    Read the paper here: Opportunities in Artificial Intelligence There's no denying that AI is fundamentally reshaping both the global economy and our daily lives. But should you reshape your portfolio to include a dedicated AI fund? Michael Field and Kenneth Lamont discuss the pros and cons of AI equities and whether it makes sense to invest in them at the current moment.

    13 Min.

  5. 23. Apr.

    Retail Investors, Meet Private Markets

    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’ development, and what to watch out for as in investor.

    17 Min.

  6. 16. Apr.

    Getting Semiliquids Right

    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 semiliquid funds' benefits--from their alleged volatility-smoothing powers to their sometimes eye-popping returns -- and explains what investors should realistically expect when buying one.

    18 Min.

  7. 19. März

    Multi-Asset Funds Show Signs of Life

    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 remain. We cover the latest trends in the multi-asset space and discuss how different regulations across countries have led to remarkably different investor behavior.

    18 Min.

  8. 6. März

    Know Your Odds: Active Versus Passive

    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 Morningstar's European Active/Passive Barometer--which helps investors overcome the active/passive dilemma by analyzing where active managers still have the best chances to eke out excess returns (and where they're facing the longest odds).

    18 Min.
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Info

Have you ever wondered what Morningstar’s manager research analysts are up to when they aren’t rating funds? On Beyond the Stars, host Shannon Kirwin sits down with members of Morningstar's European manager research team to discuss their latest research and insights into the fund industry. Tune in to hear what's on analysts' minds and how our research can help investors make smart investment decisions.

Informationen

  • Erstellt von
    Morningstar
  • Jahre aktiv
    2026
  • Folgen
    18
  • Bewertung
    Unbedenklich
  • Copyright
    © Morningstar
  • Sendungswebsite
    Beyond the Stars

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