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Beyond the Stars

Morningstar

Have you ever wondered what Morningstar’s manager research analysts are up to when they aren’t rating funds? On Beyond the Stars, host Shannon Kirwin sits down with members of Morningstar's European manager research team to discuss their latest research and insights into the fund industry. Tune in to hear what's on analysts' minds and how our research can help investors make smart investment decis... more

PublishesTwice monthlyEpisodes14Foundeda month ago
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Latest Episodes

Read the papers here:

The State of ELTIFs 2026

LTAF Landscape 2026

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 regul... more

Read the paper here: ⁠The Role of Semiliquid Funds in Portfolios | Morningstar⁠

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 ta... more

Read the paper here: Multi-Assets 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 afte... more

Read the report here: European Active/Passive Barometer 2026

When should you invest in actively-managed funds and when is it better to stick to low-cost ETFs? If only there was a simple, research-based tool to help with the decision! In this episode... more

Read the full paper here: Bold Managers | Morningstar

Do you know how much concentration risk you're taking in your investment portfolio? Francesco Paganelli and Mathieu Caquineau think the true answer might surprise you. This week, they stopped by ... more

Jose Garcia Zarate, Giovanni Cafaro and Shannon Kirwin look back on 2025's biggest European fund market developments through the lens of asset flows. They offer their takes on the year's most and least surprising trends, from the rush into gold to in... more

In this episode, Kenneth Lamont discusses the growing popularity of thematic stock funds, how they stack up historically versus traditional funds, and how to use them in a portfolio. Kenneth is the author of Morningstar's annual Global Thematic Fund ... more

Madeleine Black stops by the podcast to discuss cryptocurrencies and the recent move by British regulators to expand access to crypto ETPs (exchange-traded products) for retail investors. Tune in to hear how cryptocurrencies have moved out of the sha... more

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Beyond the Stars launched a month ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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