PEOPLE MOVES: UBS, Morningstar IM, Lowes Group
Wealth giant appoints CEO of Europe SE, while investment manager hires UK head of business development
Morningstar
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Investor protection needed before Saudi govt bond retail plans
Move should be ‘accompanied by a specific regulatory framework’ with access to information about risks
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Morningstar offers Indian advisers a DFM service
There are four long-term focused and risk-aligned mutual funds in the active range
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PEOPLE MOVES: SJP, Schroders, BlackRock
Duo from The Fry Group Hong Kong depart for St James’s Place
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Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
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Green funds struggle to detail environmental credentials
Environmental funds are blaming poor data on holding companies for their inability to report on environmental impact as the industry’s methodology for measuring green credentials throws up mixed results.
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South Africa gets $14bn boost by avoiding junk status
Moody’s decision to not downgrade South Africa to junk status has saved the economy about £14bn in outflows from the local bond market, according to an expert from Morningstar.
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UK buyers choosing global funds over domestic
Morningstar Investment Management says UK buyers are flocking to global equity funds as regionally diversified exposure proves more alluring than the beleaguered domestic market.
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Morningstar launches adviser fund selection tool
Morningstar has set up a business unit for financial institutions and advisers seeking to outsource fund selection and asset allocation.
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Promising yields on offer with European equities
Yields are looking attractive and there are some interesting capital growth opportunities in some segments of the Europe ex UK market, according to fund analysts Morningstar.
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Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
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Look beyond headlines for value in the US
Investors must look beyond high valuations in the US market and search for opportunities at the sector, size and style level, according to Morningstar UK chief investment officer Dan Kemp.