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Morningstar

European investors backed the wrong horse

Equities | 21 Jul 16

European investors backed the wrong horse

The past 12 months haven’t been a great time for equity investors. Only US equities delivered a positive return during the period, albeit a modest one. A year ago, few European investors were betting on this asset class to do well though.

Bouncing back: the changing fortunes of emerging markets

Emerging Markets | 22 Jun 16

Bouncing back: the changing fortunes of emerging markets

This year has marked a turnaround in the fortunes of emerging markets, driven by an increase in global risk appetite, a hike in commodity prices and an easing of concerns over the slowdown in the Chinese economy.

China moves to allow retail sales of mutual fund of funds

Asia | 21 Jun 16

China moves to allow retail sales of mutual fund of funds

Retail investors in China may be allowed to invest in mutual fund-of-funds later this year after the release of a consultation paper from the China Securities Regulatory Commission (CSRC).

Fund costs give best clue for outperformance – Morningstar

Equities | 6 May 16

Fund costs give best clue for outperformance – Morningstar

The cheaper a fund is, the better the chance it outperforms its peer group, a study by Morningstar has shown.

Funds to watch: Europe ex UK equity sector newcomers

Equities | 18 Apr 16

Funds to watch: Europe ex UK equity sector newcomers

Morningstar selects its top 10 newcomers in the Europe ex UK equity sector, according to senior analyst Muna Abu-Habsa.

Many of the newcomers are small in size, with four funds with less than $40m. Investors should also be aware that a one-year time frame is a short period to assess fund performance.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.