Morningstar
Fundhouse Hires Fund Research Veteran Peter Brunt
Markets - Published date: .
Fundhouse has hired fund research veteran Peter Brunt as a senior investment analyst. Read more
LTAFs Elude Retail Investors As Platforms Shun Innovative Finance ISA
Markets - Published date: .
Several UK investment platforms have no plans to offer an Innovative Finance ISA (IFISA), meaning retail investors wil... Read more
Deep Dive: Active ETFs Are Set To Drive Growth For The ETF Industry
Markets - Published date: .
Active ETFs will be the “major drivers of growth” in the ETF industry, due to the benefits of the ETF wrapper merg... Read more
Thematic Fund Investors Miss Out On Two Thirds Of Returns Due To Poor Timing
Markets - Published date: .
Investors are missing out on more than two thirds of total returns in thematic funds due to "poor timing" in their buy... Read more
AVI Global Sees 'fertile Hunting Ground' In UK Investment Trust Sector
Markets - Published date: .
AVI Global Trust is seeing “fertile hunting ground” in the UK investment trust sector, as it pushes to take an act... Read more
Deep Dive: Higher Cost Of Debt Raises Stakes For Investment Trusts Employing Gearing
Markets - Published date: .
The stakes for investment trusts employing gearing have significantly escalated now that borrowing costs are on the ri... Read more
UK Dodges Recession With Surprise 0.2% September Growth
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UK GDP grew 0.2% throughout September, dodging an expected recession as Q3 posted no estimated growth between July and... Read more
Shareholder Activism And M&A Surge Is A Mixed Blessing For Investment Trust Sector
Markets - Published date: .
Discounts not seen since the Global Financial Crisis are driving a fresh surge in shareholder activism and M&A acr... Read more
Fundsmith Equity Takes Stake In Cybersecurity Firm Fortinet
Markets - Published date: .
Fundsmith Equity added a small holding in cybersecurity company Fortinet to the fund last month, according to its late... Read more
Deep Dive: 'Dark Green' Article 9 Funds Set To Blossom As Climate Threat Grows
Markets - Published date: .
'Dark green' Article 9 funds may be few in number but they have potential to provide strong returns given the growing ... Read more
Flows Into Global Sustainable Funds Slow In Q3 As AUM Drops 4.2%
Markets - Published date: .
Flows into global sustainable funds fell significantly over the third quarter of 2023, despite posting overall positiv... Read more
Allianz GI Global Equity Growth CIO To Exit Alongside Four Portfolio Managers
Markets - Published date: .
Thorsten Winkelmann, CIO for growth equity portfolios at Allianz Global Investors, is set to leave the firm by the end... Read more
Morningstar: Over 60% Of Active Bond Managers Outperform Passive Rivals
Markets - Published date: .
Active bond managers have mostly outperformed passive alternatives in the year to June 2023, according to Morningstar ... Read more
Number Of Climate-focused Funds Surges 600% In The Past Five Years
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The number of climate-focused open-ended portfolios available to investors has increased by approximately 600% since 2... Read more
Strong H1 For Global Equities Despite 'gloomy Outlook'
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After a dismal 2022 for multi-asset portfolios, 2023 has so far seen all GBP allocation categories produce positive re... Read more
Morningstar: Positive Fixed Income Outlook Boosts Relevance Of Income Multi-asset Funds
Markets - Published date: .
Multi-asset managers should capitalise on income opportunities and balance risk and returns by taking advantage of fle... Read more
Four Graphs Explaining... Multi-asset
Markets - Published date: .
In this month’s ‘Four graphs explaining’ our experts consider multi-asset strategies. Read more
'Scars' Of The Energy Play Will Linger In 2023
Markets - Published date: .
Energy has arguably been the investment story of 2022, and one of its most contentious topics. Read more
Liquid Alternatives May Not Be What They Seem
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One of the cornerstones of asset allocation strategy is to mix asset classes that work in divergent harmony. Read more
Four Graphs Explaining... Alternatives
Markets - Published date: .
In this month’s ‘Four graphs explaining’ our experts consider alternatives. Read more