Webinars

Recommended

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

Speaker(s):

Angus Shillington

Deputy Portfolio Manager
Nick Frasse

Product Manager

February 26, 2026

11:00 AM US ET

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Recommended

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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Recommended

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

Watch Replay

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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Recommended

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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Recommended

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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December 10, 2025

Digital Assets

The Investment Case for Solana

Understanding Solana: A simple explanation of the network and how it works.
What makes Solana different: Why developers and users choose Solana over other blockchains.
Why investors should pay attention: Key reasons Solana has gained momentum and how it can fit into a portfolio.

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November 25, 2025

Digital Assets

Allocating to Bitcoin: An Opportunistic Approach to Market Volatility

Understand Bitcoin’s Core Drivers: VanEck’s framework identifies three key factors shaping Bitcoin market conditions.
Assess Allocation Opportunities: Learn how the current environment can inform sound, long-term allocation strategies.
Position for the Next Cycle: The impact of macro trends, including the upcoming halving, on Bitcoin’s longer-term trajectory.

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November 20, 2025

Thematic Investing

Backing an AI Buildout, Not a Bubble

The evolving drivers of semiconductor demand
Assessing if we're in a bubble or just in the early innings of a structural shift
Live Q&A to answer your top questions

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November 19, 2025

Income Investing

Rate Cuts Are Back: Where to Find Yield Now

What the Fed’s shift to easing means for income-focused investors
How the high yield potential of BDCs and mortgage REITs can help offset falling rates
Why a diversified approach makes sense when accessing these markets

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November 17, 2025

Emerging Markets Bonds

The Case for EM Bonds: High Yields, Better Value

How EM bonds fit in a de-dollarizing world
Why emerging markets debt has been attractive in today’s market
How our investment process finds compelling opportunities in evolving geopolitical conditions

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October 30, 2025

Income Investing

What the Fed's Next Move Means for Fixed Income Portfolios

Understanding the Federal Reserve's policy direction
How the current rate cycle compares to previous cycles
Why CLOs and emerging markets debt are attractive in today’s market

Watch Replay

October 21, 2025

Gold Investing

Gold Hits Record Highs: Why the Rally Isn't Over

Why it's not too late to allocate to gold
Macro trends we believe will continue to support gold
Gold price outlook for the remainder of 2025

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October 20, 2025

Digital Assets

Bitcoin, Leverage, and Liquidity: What’s Driving the Next Cycle?

Watch Replay

October 14, 2025

Moat Investing

As Tech Dominates, Consider A Counter to Concentration Risk

Current portfolio characteristics that set the moat suite apart in today’s markets
How Morningstar applies its moat investing philosophy across market caps
Live Q&A with Morningstar’s equity research team

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October 07, 2025

Model Portfolios

De-Dollarization to Digitization: Allocation for What’s Next

Key Investment Themes: De-dollarization (gold, Bitcoin, real assets), Digitization (AI), Decarbonization (nuclear)
Market Review: Government spending, normalizing rates, and regulatory shifts shaping stocks, bonds, real and digital assets
Opportunities Ahead: Allocation shifts to capture growth, resilience, and manage risks into 2026

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September 17, 2025

Thematic Investing

Private Markets Momentum Starts Here

How today’s demand trends are reshaping alternative investments
Alternatives’ portfolio benefits, including yield and diversification
Targeted access to top private market firms in an ETF

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September 09, 2025

Thematic Investing

What Traditional Sector ETFs Get Wrong — And How to Fix It

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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August 28, 2025

Thematic Investing

Nvidia Earnings: The Market Signal for AI and Semiconductors

Top takeaways from Nvidia earnings call
Semiconductor demand drivers to watch
Importance of hyperscaler CapEx

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August 19, 2025

Natural Resources

The AI Energy Trade Is Nuclear

Understand the catalysts propelling nuclear to the forefront of energy policy conversations
Learn how investors can tap into this broad, diversified structural trend
Consider the risks associated with areas of the nuclear ecosystem

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August 14, 2025

Natural Resources

How to Invest in Rare Earths and the U.S. Supply Chain Revival

Understand the role of rare earths in national security and next-gen technology
Learn how government and corporate investments are reshaping the U.S. supply chain
Explore how to access MP Materials and other rare earth miners

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July 30, 2025

Emerging Markets Bonds

Outperforming in Plain Sight: Demystifying Emerging Market Bonds

What’s driving emerging market bond outperformance
How EM fundamentals compare to developed markets
Why now is the time to consider higher exposure

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