US equity bull market to keep on rolling: Morningstar
After a slow start, US equities gathered steam towards the end of 2016 to become the sector’s best performer, a sign that the durable US bull market keep on rolling.
Morningstar
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US equities – the Trump honeymoon period continues
A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?
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Investors keep pouring money into US equity ETFs
Investors kept faith in US equities in January, despite the Trump rally losing steam, according to Morningstar ETF flows data.
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Japanese funds to watch based on their three-year performance
Small-caps, a buying-and-holding approach, and unrestricted use of equities are some of the fund strategies to watch in Japan, according to Morningstar investment research analyst Lena Tsymbaluk.
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Japanese equities ‘among cheapest’ in developed economies
Most commentators believe Japan’s domestic environment remains encouraging in terms of the outlook for 2017, says Lena Tsymbaluk, investment research analyst at Morningstar.
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Newcomer EM bond funds to watch
The evolution of the EM bond fund asset class has seen recent launches emphasise either flexibility, blended strategies for instance, or specific areas of the market, such as short duration funds.
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EM bond funds to watch based on their three-year performance
The November sell-off in emerging markets debt was more severe for the local currency part of the market, so it is no surprise that hard currency debt funds were among the top performers through November 2016.
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PEOPLE MOVES: Value Partners, Standard Life Inv., Nordea AM
Value Partners has poached the chief executive of Prudential’s Asian investment arm, Eastspring Investments. Standard Life Investment has named a head of investments, with Nordea Asset Management replacing its outgoing chief executive.
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UK equities and the long goodbye
As the market reacts to the UK’s shock decision to leave the EU, active managers are underperforming their passive peers when it comes to UK equities.
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Morningstar adds ETFs to analyst ratings service
Morningstar has expanded its qualitative analyst rating system to include 300 exchange traded funds, 100 of which are domiciled in Europe.
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Fund fees fall across Europe – Morningstar
The average net expense ratios of European-domiciled funds have come down across the board since 2013, according to a study by Morningstar.
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Money still leaving China-focused funds
One year after the surprise yuan devaluation and subsequent market crash, $4.5bn has flowed out of funds focused on China equities, according to data from Morningstar.