Morningstar survey finds asset owners flag US market concentration risk as key concern

• Morningstar’s Asset Owner Perspectives qualitative study flagged rising concern over US equity concentration, particularly the “Magnificent Seven,” despite continued exposure needs.
• Interviews with 25 large asset owners in March–April 2026 found diversification tightening focus, with more emphasis on infrastructure, real estate, private credit.
• AI adoption centered on internal productivity, with governance and risk controls limiting use in strategic portfolio decisions.
• Climate remained a material investment factor, though political and regulatory pressure is reshaping disclosure expectations and demand for better climate and biodiversity data.
• Insights will inform a global quantitative survey to be fielded in July–August, with results scheduled for September.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Morningstar Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20260527134578) on May 27, 2026, and is solely responsible for the information contained therein.