Morningstar

AI has driven dealmaking and a narrative of rebound, but nearly all other verticals continue to stagnate, facing further declines in dealmaking. Our webinar convened experts from PitchBook, National Venture Capital Association, J.P. Morgan, and Dentons, along with Gautham D. from EisnerAmper to discuss findings from the Q3 2025 PitchBook-NVCA Venture Monitor report and how upcoming headwinds may affect the market. Never miss a beat with actionable intelligence and forward-looking research. Watch the full recording to learn more ➡️ https://pitchb.co/vDgAsf

Say goodbye to endless searching. Say hello to speed, precision, and actionable market intelligence. Introduced at this year's Web Summit Lisbon, our new AI-powered in-platform capability, PitchBook Navigator, transforms how you discover our timely and trusted data. Just type your question and get answers in seconds—from company intel to market trends and industry-defining research. It’s all at your fingertips, all in one powerful platform built for an evolving private capital market landscape. Explore our full suite of AI- and ML-powered capabilities here ➡️ https://pitchb.co/UoUzRm

🌏 Morningstar’s 2026 Global Outlook launches November 17! I had the pleasure of co-authoring a chapter with my colleagues Michael Field, CFA and Michael Budzinski, CFA titled “Beyond the Magnificent Seven: Unlocking Value in a Concentrated Market.” Here are some themes we explore: • A handful of US tech giants have driven huge gains in global equities, but that’s pushed market concentration to levels exceeding the dot-com era. • While narrow leadership doesn’t guarantee a correction, it erodes diversification benefits and leaves portfolios more exposed to shifts in sentiment. • However, we still see plenty of opportunities beyond US tech. 🎥 Check out a quick preview in the video below — and keep an eye out for the full Morningstar 2026 Global Outlook next week.

Long-term investing isn’t about predicting the next move. It’s about staying grounded when markets get noisy.   Join me and Morningstar’s market strategists for our next Investors First webinar, where we’ll discuss what’s ahead for markets and how investors can stay focused on long-term value amid short-term volatility.   Bring your questions: https://lnkd.in/gVK5eWWe.   #InvestorsFirst #MarketOutlook #Morningstar2026Outlook

#ChatGPT will soon be powered by PitchBook’s trusted data, thanks to an upcoming integration with OpenAI, making it easier than ever to master the private capital markets. 🚀 Leading LLMs are choosing leading data. With the Model Context Protocol (MCP) connector, ChatGPT users can ask complex financial questions and receive accurate, context-aware answers supported by PitchBook’s authoritative market intelligence. 🎯 “This collaboration goes beyond just integration. It sets a new standard for data quality and integrity in an #AI-driven world,” says PitchBook’s Global Director of Direct Data Seth Sprinkle. 💡 Accelerate your research workflows by accessing the industry’s most comprehensive, accurate, and timely data with a simple prompt. Unlock the PitchBook Premium Connector ➡️ https://pitchb.co/kXUpr6

As we continue to see public-private market convergence, PitchBook and Morningstar are excited to launch the Morningstar PitchBook US Evergreen Fund Indexes. With the full suite expected to become available in Q1 2026, these indexes will offer investors comprehensive peer group benchmarks designed to measure the performance of nontraded “semiliquid” or “evergreen” funds. These indexes will help fill gaps in comparability and offer greater transparency and precision across asset classes.