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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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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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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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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July 10, 2025

Moat Investing

U.S. Equity Overload: Time to Rethink Core Diversification

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

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May 19, 2025

Moat Investing

With Clarity Comes Opportunity: SMID Caps in Focus

The opportunity for SMID caps in today’s environment
Dig into well-positioned companies with durable advantages
Live Q&A with Morningstar’s equity research team

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April 09, 2025

Moat Investing

Market Wake-Up Call: Diversify Your Core Equity Exposure

Current portfolio characteristics that set the moat suite apart in today’s choppy markets
Moat companies’ investment thesis and current valuations
Live Q&A with Morningstar’s equity research team

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January 14, 2025

Moat Investing

Beyond Big Tech: A Fresh Look at Equity Exposure

Current portfolio characteristics, including overweight to value stocks
Moat companies and their impact on performance
Live Q&A with Morningstar’s equity research team on select moat-rated companies

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October 15, 2024

Moat Investing

Break Free From Growth Dominance

Current portfolio characteristics, including overweight to core/blend stocks
New wide moat companies added to the portfolio
Live Q&A with Morningstar’s equity research team on select moat-rated companies

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July 09, 2024

Moat Investing

Are Semiconductor Moats Worth the Price?

Review differentiated exposure and near-term underperformance in the face of a lack of market breadth
Recap philosophy and process behind moat investing across market caps
Live Q&A with Morningstar’s equity research team with a focus on select moat-rated companies

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April 30, 2024

Moat Investing

Keep a Forward-Looking Eye on Value

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April 09, 2024

Moat Investing

Strategizing Beyond the Mag 7 with Moat Stocks

Review differentiated exposure and near-term underperformance in the face of a lack of market breadth
Recap philosophy and process behind moat investing across market caps
Live Q&A with Morningstar’s equity research team with focus on select moat-rated companies

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