Getting Semiliquids Right

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 [https://www.morningstar.com/en-gb/business/insights/research/brexit-impact-on-uk-market]

Should AI Revolutionize Your Portfolio?

Read the paper here: Opportunities in Artificial Intelligence [https://www.morningstar.com/en-gb/business/insights/research/uncovering-ai-investment-opportunities] 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.

Retail Investors, Meet Private Markets

Read the papers here: The State of ELTIFs 2026 [https://www.morningstar.com/en-gb/business/insights/research/european-long-term-investment-funds] LTAF Landscape 2026 [https://www.morningstar.com/en-gb/business/insights/research/LTAF-Landscape] 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.

Getting Semiliquids Right

Read the paper here:  ⁠The Role of Semiliquid Funds in Portfolios | Morningstar⁠ [https://www.morningstar.com/business/insights/research/semiliquid-funds-in-portfolios] 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.

Multi-Asset Funds Show Signs of Life

Read the paper here: Multi-Assets 2026 [Multi-Asset Trends in UK and Europe 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.