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. -4 J

    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

  2. 19 MARS

    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

  3. 6 MARS

    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

  4. 19 FÉVR.

    Does It Pay To Be Bold? Highly Concentrated Stock Portfolios' Promise and Perils

    Read the full paper here: Bold Managers | Morningstar Do you know how much concentration risk you're taking in your investment portfolio? Francesco Paganelli and Mathieu Caquineau think the true answer might surprise you. This week, they stopped by the podcast to discuss their recent study of concentration in equity funds and whether or not it pays to take bold, concentrated risks.

    15 min

  5. 9 FÉVR.

    2025 Fund Flows: A Tale of Two Asset Classes

    Jose Garcia Zarate, Giovanni Cafaro and Shannon Kirwin look back on 2025's biggest European fund market developments through the lens of asset flows. They offer their takes on the year's most and least surprising trends, from the rush into gold to investors' continued aversion to UK equities. And they dig into the market's diverging preferences when it comes to accessing equities versus bonds. For even more detail on last year's asset flows, download the 2025 European Open Ended Fund and ETF Flows report here: https://www.morningstar.com/en-uk/business/insights/research/european-open-ended-etf-flows

    17 min

  6. 16 JANV.

    Taking Stock of Thematic Funds

    In this episode, Kenneth Lamont discusses the growing popularity of thematic stock funds, how they stack up historically versus traditional funds, and how to use them in a portfolio. Kenneth is the author of Morningstar's annual Global Thematic Fund Landscape, which you can access here: Global Thematic Fund Landscape Report 2025 | Morningstar

    18 min

  7. 2 JANV.

    Have Cryptocurrencies Entered the Mainstream?

    Madeleine Black stops by the podcast to discuss cryptocurrencies and the recent move by British regulators to expand access to crypto ETPs (exchange-traded products) for retail investors. Tune in to hear how cryptocurrencies have moved out of the shadows and and increasingly found their way into traditional investor portfolios through their inclusion in regulated investment products. And be sure to check out Madeleine's research on the European Crypto ETP market here: Navigating the new landscape of crypto ETPs in Europe | Morningstar

    17 min

  8. 15/12/2025

    Investing in Funds Has Never Been Cheaper

    In this episode, Shannon chats with Eugene Gorbatikov and Andy Pettit about the current state of the European fund fee landscape. The main takeaway is a positive one: fees for fund European investors continue to come down. However, there are still pitfalls to watch out for and room for improvement in terms of how fees are structured and communicated to investors. Check out the research papers discussed in this episode: Fund Fees: Who, What, and How Investors Pay | Morningstar   European Fund Fee Study 2025 | Morningstar

    16 min
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Notes et avis

À propos

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.

Informations

  • Création
    Morningstar
  • Années d’activité
    2 k
  • Épisodes
    13
  • Classification
    Tous publics
  • Copyright
    © Morningstar
  • Site web de l’émission
    Beyond the Stars