Webinars

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Thematic Investing

The New Space Economy Is Built for Investors

Why the space economy has reached a commercial inflection point and what has changed for investors
What pure-play exposure looks like across the space value chain
How index construction and fast-track IPO rules shape what’s in a space ETF

Speaker(s):

Nick Frasse

Product Manager
Casey McLaren

Advisor Associate

June 23, 2026

11:00 AM US ET

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June 09, 2026

Digital Assets

BNB Chain and the Rise of On-Chain Finance

Explore exposure to BNB as a distinct digital asset with its own on-chain activity and ecosystem fundamentals
Understand how physical backing and cold storage^* custody reduce operational risk relative to direct ownership
Discuss how exposure to BNB may serve as a differentiated complement to existing Bitcoin and Ethereum exposure

Access the full presentation here.

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May 27, 2026

Natural Resources

Powering AI, Defense, and the Grid: Rare Earths & Copper

Understand why rare earths and copper are essential to defense, EVs, AI infrastructure, and the energy transition
Examine the supply chain bottlenecks, valuation risks, and market dynamics shaping the opportunity
Explore how investors can think selectively about rare earths, copper, and the broader critical minerals theme

Access the full presentation here.

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May 19, 2026

Natural Resources

The Oil Shock is Not Over. Here's What Comes Next.

Understand why current supply disruptions may represent a longer-term structural shift rather than a short-lived price spike
Explore how rising demand from AI, electrification, and global infrastructure is reinforcing the investment case for oil
Learn what to look for in energy companies that may be better positioned in this environment

Access the full presentation here.

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May 13, 2026

Thematic Investing

Why the Space Economy Is a Trillion Dollar Investment Opportunity

Identify the commercial segments behind the space economy and the forces accelerating their growth
Examine how AI is creating new applications and revenue streams across space technology
Understand how to access the space economy through focused exposure to pure-play companies

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May 07, 2026

Thematic Investing

The Enterprise AI Boom Is Here. What Investors Need to Know.

How AI models are beginning to monetize at the enterprise level and what real-world adoption looks like
How the major components of the semiconductor landscape are interacting and why diversified exposure may outperform
Why the memory trade may be losing momentum and which areas of the market are better positioned as the cycle matures

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April 29, 2026

Gold Investing

Gold’s Bullish Path Ahead: Outlook, Miners and Portfolio Positioning

The macro forces shaping gold's outlook, including geopolitical risk, central bank demand and U.S. fiscal pressures
How gold miners are navigating today's environment and where opportunities may emerge
How investors are approaching gold allocations, including how to allocate across gold and gold equities within a diversified portfolio

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April 14, 2026

Moat Investing

The SaaSpocalypse and Moats: Separating Hype from Reality

What’s driving the SaaSpocalypse and whether the selloff is justified
Morningstar’s updated moat ratings framework for evaluating software companies in an AI world
A deep dive of moat rating reviews for select software names

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April 08, 2026

Model Portfolios

A Macro Playbook for Market Volatility and Geopolitical Conflict

Key 2026 investment themes: Debasement (gold, commodities, real assets), geopolitical risk (energy security, defense spending), and de-globalization (supply chain resilience and strategic independence)
How conflict duration, oil price shocks, and rising inflation expectations are impacting stocks, bonds, and alternative assets
How portfolios may need to evolve beyond traditional 60/40 allocations to build resilience

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March 25, 2026

Thematic Investing

How to Invest in the AI Supply Chain

Understand the physical infrastructure behind AI: chips, power, and critical minerals
How AI-driven demand is changing energy and resource markets
Ways to gain targeted exposure to the AI supply chain

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Recommended

March 20, 2026

Natural Resources

Hidden Impact of Strait of Hormuz Disruptions

Asset classes and sectors that may experience the biggest disruptions
Hidden ripple effects on everyday costs like food and household essentials
Commodity vs. equity divergence and the near, medium, and long-term outlook

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March 17, 2026

Thematic Investing

Investing in the AI Transformation of Pharma

AI is improving drug discovery efficiency by increasing early-stage success rates and reducing the cost and time required to bring new therapies to market.
Smarter trial design and patient selection powered by AI may help improve overall pipeline outcomes and capital efficiency across the industry.
For investors, large, diversified pharma and biotech firms are well-positioned to benefit as AI becomes embedded across R&D and operations.

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March 16, 2026

Emerging Markets Equity

Access the Companies Driving China's Innovation Economy

The forces behind China’s recent equity momentum
How digitization and the energy transition are fueling China's innovation economy
Concentrated exposure to many of China's highest-growth companies

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March 12, 2026

Thematic Investing

Sector ETFs for Today’s Market Reality

Examine the growing impact of stock concentration on performance
Understand the limitations of traditional sector ETFs in capturing today's leaders
Discover how to build more precise, benchmark-aligned allocations

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Recommended

March 05, 2026

Emerging Markets Equity

A More Selective Way to Invest in India

Understand how Indian companies are benefiting from India’s digital transformation
Why active exposure in India is crucial to avoid underperforming companies that create performance drag
How our investment process is active by design but anchored in systematic discipline

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March 04, 2026

Natural Resources

Energy Markets Enter a New Regime

Why this disruption may last longer than past geopolitical shocks
What supply risks mean for oil and LNG prices
The investment opportunity in traditional energy amid rising AI-driven energy demand

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February 26, 2026

Thematic Investing

AI’s Shift from Buildout to Deployment

How AI demand visibility, pricing power, and supply constraints across semiconductors are shaping infrastructure sustainability
Why hyperscaler AI spending levels and emerging return signals are driving the peak investment debate
AI adoption is increasingly moving beyond infrastructure buildout into enterprise implementation and monetization

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February 17, 2026

Natural Resources

Copper: The Electrification Trade

Key drivers of copper's rally
How AI and data center expansion are translating into real-world metals demand
What long-term supply and demand dynamics could mean for copper prices

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February 11, 2026

Emerging Markets Bonds

Higher Yields, Attractive Value in EM Local Currency Bonds

EM local currency bonds delivered strong 2025 performance
EM fundamentals are attractive relative to developed markets
How to gain diversified exposure to EM local currency bonds

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February 05, 2026

Income Investing

High Yield Opportunities in BDCs

How BDCs offer consistent high yield potential relative to other income-oriented investments

Key takeaways from Houlihan Lokey's BDC Monitor
Why the long-term fundamentals of private credit remain strong
Benefits of a diversified BDC investment approach

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February 04, 2026

Natural Resources

Gold Just Blinked. Investors Shouldn't

Gold and silver YTD performance and key market drivers

What the recent correction means for precious metals and commodities

How RAAX is positioned and what investors can expect going forward

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January 21, 2026

Gold Investing

Gold: What’s Next After a Breakout 2025

Is it too late after gold’s strong 2025 performance?
The durability of key drivers supporting gold prices
Which gold companies may benefit across different price scenarios
Why active management could be critical going forward

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January 14, 2026

Moat Investing

Differentiation for a Broadening Market

Current portfolio characteristics that set the moat suite apart in today’s markets
Key sector and industry themes to watch in 2026
Live Q&A with Morningstar’s equity research team

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January 13, 2026

Model Portfolios

Debasement to Digitization: Allocation for What’s Next

Key 2026 investment themes: Debasement (gold, Bitcoin, real assets), digitization (AI and enabling infrastructure), and decarbonization (nuclear and energy security)
How fiscal policy, interest-rate expectations, geopolitics and regulation shaped stocks, bonds and alternative assets in Q4 2025
How portfolios may adapt in 2026 to balance growth, resilience and emerging risk

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December 16, 2025

Income Investing

Top Income Ideas: Equity, Munis, and Corporate Credit

Combine equity-income tools with traditional fixed income to build more resilient, higher yielding portfolios
Leverage municipal bonds for tax-advantaged income and stability amid fiscal and policy uncertainty
Identify undervalued investment-grade bonds to support income generation and total-return potential while maintaining quality

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