Bank of England cuts interest rates to 4.25%
5-2-2 voting split represents a ‘more dovish skew’ than expected
Morningstar
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Morningstar to launch ratings for LTAFs
Adapting its existing Medalist Rating framework for private market vehicles
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Morningstar: M&A is not the magic bullet asset managers think it is
Consolidation often burdens firms with more integration challenges than it does scale and fee benefits
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Sustainable funds suffer worst quarter of outflows on record
Even long-standing support from Europe was retracted, marking the region’s first quarter of divestment since 2018
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Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
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PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
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Morningstar: Only 14.2% of active managers beat passives over the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the mag seven and MPS wobbles, and tax changes are introduced, many believe now is the time for multi-asset funds to shine
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Morningstar: Eltifs ‘a growing breed’ but fund selectors warned on fees and returns
Eltifs ‘unlikely to harvest the same hefty illiquidity premiums’ as trusts
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Analysis: The emerging vogue for active ETFs
Jupiter, Avantis and Robeco have all launched products in the past month
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Morningstar: Political clarity could lift German equities
The upcoming election in Europe’s largest economy may provide a tailwind
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Fidelity: Intermediaries increase active ETF exposure
61% of intermediaries expect to increase their allocation to active ETFs over the next 18 months