Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders
Morningstar
-
-
Global climate funds on brink of first year of outflows on record
Global climate assets up 6% in first nine months of 2024
-
Morningstar: Thematic fund assets double in past five years despite volatility
In 2024, fund closures outpace launches
-
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
-
UK GDP stagnates in July for second month running
Industry commentators weigh in on no GDP growth in July
-
US jobs data gives Fed ‘reasons to cut, not to panic’
Commentators react as the S&P falls following the release of non-farm payrolls
-
Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio launches slow in 2023
-
Morningstar: Fixed income funds see highest net flows in five years
July marked the best month for inflows into long-term Europe-domiciled funds since January 2023
-
PEOPLE MOVES: Quilter Investors, Aviva Investors, Premier Miton, Orbis, Morningstar, Columbia Threadneedle
Quilter adds to manager research team
-
What will the Labour government mean for UK bond performance?
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
-
Financial markets digest French election result
Potential for broader political instability across Europe
-
FCA announces overhaul of listing rules in bid to boost UK IPOs
Removes the need for votes on significant or related party transactions