View from the top with Goldman Sachs’ Hilary Lopez
Head of the EMEA third-party wealth business says her mission upon joining the company was to become one of the leading players in the region
Morningstar
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Morningstar: Only 14.2% of active managers beat passives over the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’
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Morningstar spotlights five women leading the fund management industry
Two managers from Schroders gain recognition
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Private market revenues could surpass traditional strategies by 2027
But a FCA review found ‘room for improvement’ in private market valuation processes
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
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Morningstar: Eltifs ‘a growing breed’ but fund selectors warned on fees and returns
Eltifs ‘unlikely to harvest the same hefty illiquidity premiums’ as trusts
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Morningstar: What the public-private convergence means for advisers
Advisers have a lot to consider as private assets become an increasing portion of clients’ portfolios, writes Nicolo Bragazza
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Morningstar: Active ETF ‘fomo’ grows among managers
Jupiter and Schroders launch active ETF products
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How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk
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China’s AI breakthrough causes US tech stock tumble
DeepSeek’s ChatGPT-like model could rewrite the investment case for AI, according to Morningstar’s Kenneth Lamont
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115 funds drop ESG from branding in 2024
A further 30% to 50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025
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Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett