M&A triple for global financial advice sector
AFH, Morningstar Australasia and Zedra all complete acquisitions
AFH, Morningstar Australasia and Zedra all complete acquisitions
First State Indian Subcontinent Fund and the JP Morgan India Fund are in the spotlight
Wealth giant appoints CEO of Europe SE, while investment manager hires UK head of business development
Move should be ‘accompanied by a specific regulatory framework’ with access to information about risks
There are four long-term focused and risk-aligned mutual funds in the active range
Duo from The Fry Group Hong Kong depart for St James’s Place
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
Environmental funds are blaming poor data on holding companies for their inability to report on environmental impact as the industry’s methodology for measuring green credentials throws up mixed results.
Moody’s decision to not downgrade South Africa to junk status has saved the economy about £14bn in outflows from the local bond market, according to an expert from Morningstar.
Morningstar Investment Management says UK buyers are flocking to global equity funds as regionally diversified exposure proves more alluring than the beleaguered domestic market.
Morningstar has set up a business unit for financial institutions and advisers seeking to outsource fund selection and asset allocation.
Yields are looking attractive and there are some interesting capital growth opportunities in some segments of the Europe ex UK market, according to fund analysts Morningstar.