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Morningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks Rise

Business Wire

Findings show that global asset owners increased exposure to U.S. assets and private markets while identifying generative artificial intelligence, inflation, and energy and supply chains as leading investment concerns.

CHICAGO, September 16, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fifth annual Asset Owner Perspectives Survey.

Lindsey Stewart, director of institutional insights at Morningstar, said: "Asset owners are navigating a market increasingly shaped by artificial intelligence. They are weighing innovation opportunities against higher valuations, sector and geographic concentration, environmental and social impacts, and governance concerns among leading AI companies. At the same time, they remain committed to climate-related investment considerations and are turning to specialist data and stewardship tools to support long-term decisions."

U.S. Markets: Asset Owners Increase Exposure Despite Policy and Geopolitical Concerns

  • Despite concerns about the Trump administration (51%), regulatory uncertainty (34%) and global conflict (30%), asset owners increased U.S. exposure, supported by market resilience, AI-driven growth, and benchmark weightings.

  • More asset owners (31%) increased versus decreased (24%) their exposure to U.S. assets last year, reversing the 23% increase versus 32% decrease in U.S. market investment we saw in 2025.

  • Asset owners ranked rising inflation (76%), the evolving generative AI landscape (71%), and energy and supply chain crises (66%) as the three most material global investment issues. Nearly six in 10 said AI-driven energy demand could increase energy costs and inflation.

Sustainability: Near-Term Issues Take Priority

  • Eighteen percent of asset owners report that ESG considerations are applied to more than 75% of their assets under management (AUM), a slight decline of two percentage points from last year but still well above 2024 levels (12%). For ESG integration, North America recorded the largest year-over-year increase, rising six percentage points from 37% in 2025 to 43% in 2026, while Europe experienced a decline from 48% to 43% over the same period.

  • More than half (56%) of respondents believe environmental factors have become more material in the last year, just two percentage points lower than in 2025. Social fell from 49% to 39%, and governance from 54% to 45%, potentially subject to headline and policy risks. In governance, business ethics fell 24 points (68% to 44%), the largest year-over-year drop in the study.

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