Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
Passive Investing
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Thinking Ahead: Largest asset managers grow AUM by 12.5% in 2023
Passive strategies reach over a third of AUM for largest asset managers
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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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
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Quilter Investors adds alternatives to passive fund range
Addition of Goldman Sachs Absolute Return fund is a first for the Cirilium Passive Portfolios
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Market inefficiency and ‘dehumanising’ investing
ECP’s Dr Manny Pohl and Damon Callaghan look at the behavioural shortcomings which cause investors to fail
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Morningstar: UK-domiciled funds enjoy first month of positive flows in a year
Largely driven by inflows into fixed income products
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FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
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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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IA fund universe suffers £2.7bn net outflows in February
All major asset classes suffered a second consecutive month of net withdrawals
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UK model portfolio sales outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period