Morningstar: Over 60% Of Active Bond Managers Outperform Passive Rivals

Cristian Angeloni
clock

• 2 min read

Active bond managers have mostly outperformed passive alternatives in the year to June 2023, according to Morningstar analysis.

In its bi-annual European Active/Passive Barometer, the firm found that in the 24 categories analysed, 62.7% of active bond managers outperformed their passive counterparts over the 12-month period. This marked an increase from 55.5% at the end of 2022 and 46.2% the year before. Morningstar said the increase was largely due to bond markets regaining strength in the first half of 2023, with rising yields driving demand for developed government and investment-grade corporate issuers. Bank of England calls on money market funds to bolster liquidity levels On the European equity sid...

To continue reading this article...

Join Investment Week for free

Signup and gain exclusive members-only insights - all free of charge!

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week

member?

Login

RECENT NEWS

The Penny Drops: Understanding The Complex World Of Small Stock Machinations

Micro-cap stocks, often overlooked by mainstream investors, have recently garnered significant attention due to rising c... Read more

Current Economic Indicators And Consumer Behavior

Consumer spending is a crucial driver of economic growth, accounting for a significant portion of the US GDP. Recently, ... Read more

Skepticism Surrounds Trump's Dollar Devaluation Proposal

Investors and analysts remain skeptical of former President Trump's dollar devaluation plan, citing tax cuts and tariffs... Read more

Financial Markets In Flux After Biden's Exit From Presidential Race

Re-evaluation of ‘Trump trades’ leads to market volatility and strategic shifts.The unexpected withdrawal of Joe Bid... Read more

British Pound Poised For Continued Gains As Wall Street Banks Increase Bets

The British pound is poised for continued gains, with Wall Street banks increasing their bets on sterling's strength. Th... Read more

China's PBoC Cuts Short-Term Rates To Stimulate Economy

In a move to support economic growth, the People's Bank of China (PBoC) has cut its main short-term policy rate for the ... Read more