The peculiarities of China bonds
Returns from mainland funds might look attractive to overseas investors, but be aware of the differences in product design and investment style, said Morningstar China director of manager research, Rachel Wang.
Morningstar
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Asset Allocator: Portfolios for a low growth world
UK Sipp provider AJ Bell has created three risk-rated portfolios designed to deliver returns in a low return, low interest rate and low inflation world, explains investment director Russ Mould.
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Investor exodus from defensive multi asset funds
Multi asset funds lost money for the second consecutive month in February, for the first time since March 2009. Funds that invest mainly in bonds have been bleeding most of late, while medium-risk funds actually saw net inflows.
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Investors sell off as markets trough
European investors did themselves a disservice in February. They sold out of pretty much all asset classes when markets hit (in some cases) multi-year lows before recovering their losses in the past couple of weeks. The outflows mainly hit active funds, as ETFs saw modest net inflows.
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European investors shun Japanese, US large-cap in Feb
Outflows from open-ended funds in Europe continued apace in February, the latest data from Morningstar reveals.
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Morningstar flags up UK commercial property slowdown
Morningstar has warned of a continued slowdown in the United Kingdom’s commercial property market.
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Asia the top region among dwindling global fund inflows – Morningstar
Asia showed the strongest organic growth of fund inflows at 18.6% among the regions analysed by Morningstar in its annual research paper on flows.
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Morningstar fund ratings available to individual investors
Morningstar has opened its new sustainability ratings for funds across its North American and European websites to individual investors around the world.
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ANALYSIS: Time running out for Europe’s closet trackers
With returns from European equities distinctly harder to come by than during the QE inspired climb last year, active funds falling short in active share terms are going to find investors less forgiving.
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Forth Capital switches to passive funds with Morningstar
Geneva-headquartered financial advisory group Forth Capital has partnered with Morningstar to offer a passive and ETF-based investment proposition across all its offices.
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ANALYSIS: Tulloch’s departure – Can his team continue his legacy?
Whenever a high profile fund manager leaves a group, it prompts considerable hand-wringing among investors about whether they should remain invested in their funds.
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Morningstar to launch ESG fund scores in Q4
Morningstar plans to provide environmental, social and governance ratings for both mutual funds and ETFs by the fourth quarter of the year, it said on Thursday.