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?
Volatile markets have created some unexpected opportunities for global flexible bond funds, says Morningstar.
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?
Morningstar’s Alex Bryan casts doubt on the cost-effectiveness and usefulness of smart beta funds.
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.
As passive products increase their market share among emerging market funds, active fund managers must outperform to justify their fees, argues a report by Cerulli Associates.
Pension provider Zurich International has introduced a range of dollar-denominated target date funds (TDFs) aimed at gradually reducing the risk investors are exposed to as they approach retirement.
While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.
The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.
As we move through the halfway point of 2017, many investors have grown wary of the risk asset rally and are returning to the relative safety of fixed income funds. But which have performed the best year-to-date? And which have not fared so well?
European equities have been in the spotlights for a while, and finally interest is translating into real flows, according to Morningstar data. But there is a caveat to the optimism, which manifested itself last week.
A combination of human and robo could be the answer for underserved Asian investors seeking low-cost technology-driven financial advice, a market that pure robo-advice providers have found hard to crack.
