UK buyers choosing global funds over domestic
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
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Morningstar launches adviser fund selection tool
Morningstar has set up a business unit for financial institutions and advisers seeking to outsource fund selection and asset allocation.
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Promising yields on offer with European equities
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.
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Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
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Look beyond headlines for value in the US
Investors must look beyond high valuations in the US market and search for opportunities at the sector, size and style level, according to Morningstar UK chief investment officer Dan Kemp.
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Bond ambitions in emerging markets
Improving fundamentals in the emerging market debt market are outweighing recent notes of caution about valuations, according to Morningstar.
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Active equity fund flows spike in 2017 after negative 2016
European active equity funds saw a turnaround in net flows during 2017, enjoying a rise of €135.8bn in net new money to €62.7bn, after suffering an outflow of €73.1bn in 2016, according to Morningstar data.
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UK equity income – the most unloved asset class?
According to Morningstar fund flow data the UK equity income sector was the most unloved sector in October, haemorrhaging more money than other out of vogue sectors like property, UK gilts and absolute return. So, why has the asset class become so passé?
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Silver linings of a mercurial market
Volatile markets have created some unexpected opportunities for global flexible bond funds, says Morningstar.
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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?
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Are smart beta funds worth it?
Morningstar’s Alex Bryan casts doubt on the cost-effectiveness and usefulness of smart beta funds.
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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.