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
Morningstar
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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
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Franklin Templeton launches US dividend ETF across Europe
ETF to track the Morningstar US Dividend Enhanced Select Index
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Morningstar: Time to look beyond the US
Overlooked equity markets around the world offer much cheaper entry points than expensive US stocks, writes Mike Coop
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade