Morningstar

That's a wrap from the 2025 #MMI Annual Conference, and what an incredible week it was in the heart of our nation's capital surrounded by history, inspiration, and the energy of Washington, DC. 🌸 #MorningstarWealth had the incredible honor of sponsoring the Opening Reception at the iconic International Spy Museum! 🥸 Surrounded by the intrigue of espionage and top-secret missions, it could not have been a more fitting venue for discussing strategies, uncovering insights, and sharpening financial “spycraft.” 🇺🇸 Stan McChrystal's keynote on teamwork and discarding obsolete strategies drew from his experience transforming the US military's Joint Special Operations Command. He emphasized how leadership, transparency, and decentralized decision-making help foster innovation and transform uncertainty into clarity. (Sponsored by Invesco US) 🗺️ Ken Dychtwald and Steve Gresham's keynote explored the sweeping impact of aging Baby Boomers on society, family, and finance while providing a practical roadmap to retain, engage, and grow relationships with Gen One clients and the emerging NextGen. (Sponsored by Red Oak) A huge thank you to the Money Management Institute for hosting such an impactful and inspiring event. ✨ It was truly a powerhouse gathering in the heart of DC! To everyone who stopped by to connect with our team, we loved chatting with you and sharing ideas amidst the vibrant atmosphere! ⭐ Want to continue the conversation or have more questions? E-mail us at wealth.us@morningstar.com. And, of course, a special shoutout to the Morningstar Wealth team onsite—Elizabeth Durkee, Ed Fothergill, Sharon Wong Hughes, Andrea Litwa, CMP, and Daniel Needham, CFA. 🌟 Thank you for truly shining brighter than the Washington Monument! Even as the excitement from DC lingers, our anticipation is already building for 2026! 🦞 It's time to trade the iconic grandeur of DC's monuments for the historic charm of Boston’s Freedom Trail, and maybe even a few lobster rolls: http://spr.ly/6045A2AnJ. #PartneringSponsor Important Disclosures: http://spr.ly/6046A2AnK.

🤖 AI accelerators now represent 20% of the total semiconductor market in 2024, with significant growth expected ahead. Our latest Semiconductor report reveals why our analysts believe wide-moat Nvidia remains at the epicenter of the AI boom and shares insights on recovery trends in industrial chip markets. 👉 Download now: http://spr.ly/6043A0EgT

Is the #ArtificialIntelligence rally reaching its peak? 🤖 The massive buildout of infrastructure has been a key driver in the markets, but some are beginning to question how much longer it can last. Philip Straehl recently joined Marley Kayden on the Schwab Network to share his perspective on the artificial intelligence rally, the financing behind it, and why he believes the infrastructure buildout may be approaching its limit. He also touched on escalating US/China trade tensions and offered some alternative investment ideas for those looking beyond the current artificial intelligence hype. 📺 Watch the full #SchwabNetwork segment to learn more: http://spr.ly/6048AFRm8. What's your take? Are we approaching peak artificial intelligence infrastructure, or is this just the beginning of a longer buildout cycle? 🤔 #MorningstarWealth Important Disclosures: http://spr.ly/6042AFRmG.

🏆 We're thrilled to announce that #MorningstarDirect has been named G2's Fall 2025 Leader in Investment Portfolio Management! This recognition highlights our dedication to empowering investment professionals with advanced tools and actionable portfolio insights. Thank you to our incredible clients and partners for trusting us to break down industry barriers—delivering greater clarity and confidence in your investment decisions. 🚀 Discover what sets us apart: http://spr.ly/6046AFR2A

Artificial Intelligence is driving a resurgence in legacy power generation technologies. While renewables dominated 85% of new US capacity additions in Q2 2025, AI data centers are spurring renewed interest in natural gas projects. Learn more in our latest renewable energy industry analysis: http://spr.ly/6046AIUs4

For Sean Dyer, it’s teamwork. Important disclosures: http://spr.ly/6049AcedF

Don’t miss the latest opportunity to hear from Morningstar’s analysts as they broke down the latest trends in semiliquid funds. Gain actionable insights into private credit growth, fund strategies, and key risks shaping 2025. Review the report here: http://spr.ly/6049A93mT Watch key highlights from our latest webinar here: http://spr.ly/6041A93mV

We’re on the road again and have landed in the nation’s capital—Washington, D.C.! 🇺🇸🌸 Our team is excited to be here for the Money Management Institute Annual Conference at the Hyatt Regency Washington on Capitol Hill, surrounded by the history and energy of D.C. #MorningstarWealth is proud to sponsor the Opening Reception at the 🕵️♂️ International Spy Museum, and we couldn’t be more honored to kick off this highly anticipated event, setting the tone for insightful discussions, innovative ideas, and meaningful connections that will help define the conference experience. It’s an incredible opportunity to collaborate with industry leaders, share expertise, and support wealth management. This year's agenda focuses on key trends driving the future of investment advice. We’re particularly excited about the two keynote sessions: 🟨 Innovation in the Fog of Change, presented by Stan McChrystal, offers unique perspective on teamwork and discarding obsolete strategies in an era of constant disruption. Drawing from experience transforming the US military’s Joint Special Operations Command into an agile, networked force, General McChrystal emphasizes how empowered leadership, radical transparency, and decentralized decision-making helps to foster innovation and transform uncertainty into clarity. (Sponsored by Invesco US) 🟨 NextGeneration Wealth, presented by Ken Dychtwald and Steve Gresham, will explore the sweeping impact of the aging Baby Boomers on society, family, and finance while providing a practical roadmap to retain, engage, and grow relationships with Gen One clients and the emerging NextGen. (Sponsored by Red Oak) Be sure to connect with our team onsite, including Elizabeth Durkee, Ed Fothergill, Sharon Wong Hughes, Andrea Litwa, CMP, and Daniel Needham, CFA. We can't wait to meet you, answer any questions, and discuss how we help empower advisors and investors. We look forward to seeing you around the event! ✨ Need help organizing your day? 📅 Explore the full #MMIAnnualConference agenda and make the most of your time: http://spr.ly/6043AL6rU. What’s one thing you’re most excited about or hoping to take away? Is it the inspiring speakers, the chance to network with like-minded professionals, or gaining fresh insights to apply to your work? 🤔 Share your thoughts in the comments section below! #PresentingSponsor Important Disclosures: http://spr.ly/6044AL6rq.

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