AJ Bell continues hiring spree
AJ Bell has strengthened its investment team with the appointment of Simon Molica as fund manager.
Morningstar
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Has the Trump trade been trumped?
Investors have been hiking their allocations to risky assets since Donald Trump was elected US president exactly a year ago, but has he had any role in driving these flows?
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Morningstar fires outdated funds warning
Mifid II will force asset managers to cull outdated funds that are no longer providing value to investors, according to Morningstar.
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Morningstar knocks Kames fund down a peg
Ratings agency Morningstar has demoted the Kames Ethical Equity Fund over changes to the core UK equity team and a “lessened” conviction in manager Audrey Ryan.
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PA ANALYSIS: Secret struggle of smart beta ETFs
Analysis by Morningstar’s Alex Bryan has found many smart beta ETFs do not outperform straightforward index ETFs, raising doubts over the cost-effectiveness and use of the vehicles for investors.
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Investors hedge US equity positions
European investors have been responding to this year’s dollar weakness by hedging their investments in US equities, according to Morningstar data.
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Morningstar: Time to end ‘gravy train’ of fixed fund fees
The time has come to offer investors a fairer deal and drop fixed fees for performance-based charging, Morningstar’s head of global manager research Jeffrey Ptak has said.
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EM mania spreads to frontier markets
Frontier market equities saw the largest net inflows for a very long time in June, suggesting the interest in developing economies’ stock markets is broadening.
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The secret to US equity outperformance
Most active US equity funds struggle to ever outperform their benchmark, but this year the secret to outperformance has been surprisingly straightforward.
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PA ANALYSIS: Time for active funds to adapt or die
The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.
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Fixed income: the winners and losers in H1
As we move through the halfway point of 2017, many investors have grown wary of the risk asset rally and are returning to the relative safety of fixed income funds. But which have performed the best year-to-date? And which have not fared so well?
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Morningstar downgrades First State Global Resources funds
Morningstar has downgraded two of First State’s Global Resources funds from silver to neutral after the departure of two key personnel.
