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.
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.
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‘Friendly’ markets a boon for European fund flows
Morningstar data shows European equity funds saw net inflows of €3.4bn (£2.9bn, $3.6bn) in February with equity ETFs performing well on the back of positive markets, with net inflows of €6.4bn.
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Investors pile into emerging markets again
Emerging markets are back. EM equities and debt were among the most popular asset classes with European investors in February, according to fresh Morningstar data. Developed market equity flows, however, took a surprising turn.
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Thai regulators continue to shape investment industry
A new mandatory provident scheme and stronger disclosure rules will impact asset and wealth managers, according to Kittikun Tanaratpattanakit, senior research analyst at Morningstar Thailand.