The institutional adoption of exchange-traded funds (ETFs) is no longer defined solely by efficiency or convenience. What initially began as a tool for transition management has matured into a ...

Richard Thaler doesn’t take himself too seriously, he laughs a lot, answers questions with stories, and his office has an eclectic feeling of being both an academic space and something fun. He admits ...

The Global Financial Crisis and the COVID-19 pandemic were two major shocks to the world economy in the 21st century. In this study, we analyze the patterns of recessions and recoveries of 101 ...

As an asset owner, you face more volatile markets, outsourced relationships, and evolving stakeholder demands. Morningstar’s data, research, and tools empower you to make informed decisions, optimize ...