Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
Active Investing
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Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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Market inefficiency and ‘dehumanising’ investing
ECP’s Dr Manny Pohl and Damon Callaghan look at the behavioural shortcomings which cause investors to fail
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Morningstar: UK-domiciled funds enjoy first month of positive flows in a year
Largely driven by inflows into fixed income products
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Omnis Investments launches new MPS
New Omnis Agility range will hold about 30% of assets in ETFs
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Premier Miton AUM increases by 9% despite uptick in net outflows
Group publishes its half-year results to 31 March 2024
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FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
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Morningstar appoints director of UK manager research
Monika Calay was previously director of passive strategies research
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LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
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Rob Thorpe: What does the industry mean by ‘consistently’?
Distribution Alpha’s founder Rob Thorpe questions the focus of passive providers on ‘consistently’ in active management
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Fund manager shakes up multi-asset strategy
As it moves range towards a 70/30 split in favour of active over passive