Strong EM passive fund inflows pressure active fees
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.
Morningstar
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Zurich International unveils target date fund range
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.
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Global asset allocation strategies are ‘no silver bullet’
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.
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ANALYSIS: Time for active funds to adapt or die
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.
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Fixed income: winners and losers in H1
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?
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European equity inflows reach 18-month high
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.
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Human-robo combo has greatest chance of success
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.
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Investors keep pouring money into EM debt
Emerging market debt was the best-selling asset class with European investors for the fourth consecutive month in April, according to Morningstar fund flows.
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Newcomer Europe ex UK funds to watch
The following funds are relatively new launches but feature experienced managers with strong track records running similar strategies elsewhere, according to Morningstar.
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Europe ex UK equities to watch based on their three-year record
The following funds have been among the best performers within European ex UK equities over the past three years to the end of February 2017, according to Morningstar.
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Quality bond ETF providers ‘remain few and far between’
There are very few ETF providers capable of tracking bond markets in a quality way, according to State Street Global Advisors.
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‘Expensive’ trackers overlooked in active/passive debate
Passive funds charging investors over the odds have fallen under the radar as the debate over active fees has raged, according to Morningstar’s Jonathan Miller.