Woodford faces fresh blow on Morningstar downgrade
Neil Woodford’s flagship Equity Income fund has faced a fresh blow as Morningstar reveals it has downgraded the strategy on concerns about capacity.
Morningstar
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Morningstar to revamp sustainability ratings
Morningstar is to change its sustainability ratings methodology, which allows investors to evaluate funds based on the sustainability profile of their underlying holdings, by the end of the year.
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DFMs using sector ETFs doubles
UK wealth managers are increasing their use of sector ETFs as they seek a wider dispersion of returns and a more granular approach to asset allocation, according to research from SPDR ETF.
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Rating the ratings agencies
Many investors rely on fund rating systems to guide decisions. But are rating systems an effective way to gauge future performance and which is better – quantitative or qualitative analysis?
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Five ‘unloved’ investments worth a fresh look
Long term investors should seek out some often overlooked sectors to boost portfolio diversification, according to Morningstar Investment Management. Click through the slides below to find out which five areas it has identified as hidden investment opportunities.
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Morningstar launches outsourcing unit for Mifid II
Morningstar has launched a unit for advisers and financial institutions to outsource fund selection and asset allocation in a “post-Mifid II world”.
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Active bond flows hit hard in February
Active bonds suffered €7bn in outflows along with active commodities and convertibles, hitting Europe’s asset management industry hard in February.
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US equity large cap funds preferred but small caps edge ahead
Strong gains in US equity markets over the past year have encouraged investors to target the asset class in 2018, but while most prefer large cap funds it’s the small caps that have generated the better returns.
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ESG is suffering an identity crisis
More than £1bn of retail money flowed into ethical funds in 2017, representing the highest annual level of sales for this type of fund ever, but the sector’s progression is stifled by an identity crisis.
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Fixed income shines in record-breaking year
UK fund sales hit a record level in 2017, buoyed by £14.3bn flowing into fixed income products.
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Europe’s fund inflows set for record in 2017 – Morningstar
The net amount of money flowing into the European asset management industry is on course to hit a record level in 2017, thanks in part to strong demand for fixed income products, according to asset flows data compiled by Morningstar.
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UK equity income – the most unloved asset class?
According to Morningstar fund flow data the UK equity income sector was the most unloved sector in October, haemorrhaging more money than other out of vogue sectors like property, UK gilts and absolute return. So, why has the asset class become so passé?
