PEOPLE MOVES: Schroders, Morningstar, the CISI, Liontrust, Wesleyan
Peter Harrison to retire next year
Morningstar
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Morningstar: ‘Unstoppable rise’ of passive climate funds
Morningstar’s overview of the climate funds notes passives’ popularity and flows into fixed income and transition strategies
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Morningstar appoints director of UK manager research
Monika Calay was previously director of passive strategies research
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Robeco renames multi-asset funds to emphasise sustainability focus
Switching from a ‘fund-to-funds’ model to a ‘line-by-line’ structure
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Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report for February
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Could UK GDP uptick finally improve sentiment on UK equities?
Industry commentators weigh in on UK GDP growth
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Quilter’s WealthSelect MPS added to third-party platforms for first time
MPS added to the Parmenion, M&G and Morningstar
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Morningstar: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett
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Morningstar: There’s no finish line in sight for Consumer Duty
The race for Consumer Duty has only just begun, writes Morningstar’s Steve Owen
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Morningstar: Are basic allocation strategies still relevant?
New research report titled ‘Multi-Asset Investing: A Difficult Sport’
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Global sustainable funds see first quarter of outflows
‘Chilling effect’ in the US and active management redemptions have pushed flows into negative territory, Morningstar reported
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Morningstar Wealth appoints Chris Bishun as head of wealth solutions
He brings 20 years of experience to the role