Morningstar
Fixed Income | 3 Nov 17
Silver linings of a mercurial market
Volatile markets have created some unexpected opportunities for global flexible bond funds, says Morningstar.
European equity fund flows collapse
Investors have paused their aggressive buying of European equities. Net inflows recorded the steepest monthly drop since January 2016, falling to just €533m (£468m, $630m) in August, according to Morningstar data. Is the strong euro to blame?
Investment | 8 Sep 17
Are smart beta funds worth it?
Morningstar’s Alex Bryan casts doubt on the cost-effectiveness and usefulness of smart beta funds.
Investment | 24 Aug 17
End the fixed fee ‘gravy train’, says Morningstar’s Ptak
The time has come to offer investors a fairer deal and drop the fixed fees set by funds and replace them with performance-based charging, Morningstar’s head of global manager research Jeffrey Ptak has said.
Emerging Markets | 23 Aug 17
Strong EM passive fund inflows pressure active fees
As passive products increase their market share among emerging market funds, active fund managers must outperform to justify their fees, argues a report by Cerulli Associates.