Morningstar IM names new multi-asset head
Morningstar Investment Management has recruited Mike Coop as head of multi-asset portfolio management for Europe, the Middle East and Africa (EMEA).
Morningstar Investment Management has recruited Mike Coop as head of multi-asset portfolio management for Europe, the Middle East and Africa (EMEA).
Invesco Perpetual’s new Global Emerging Markets Bond Fund seems to be well timed to take advantage of investors’ broad structural underweight to the asset class.
Three Franklin Templeton bond funds suffered more than €800m (£683m) outflows in January, according to Morningstar data.
European equity funds bore the brunt of a fall in investor confidence last year and recorded their worse annual outflows since 2008, new data from Morningstar has revealed.
With uncertainty over the justification for 2016’s positive returns and valuation pressures continuing to mount, it may be time to focus on capital preservation, according to Morningstar Investment Management CIO Dan Kemp.
Morningstar has reduced its discretionary income portfolios’ holdings of high yield bonds, using the money to raise exposure to “good value” emerging market debt.
The Bank of England’s Andy Haldane was wrong to focus on his profession’s inability to predict the 2008 financial crash as all economic forecasting is ultimately “doomed to failure”, according to Morningstar’s chief investment officer Dan Kemp.
2016 has left a lot of investors wrong-footed, but if recent multi-asset moves are anything to go by, managers are looking to be increasingly fleet footed in 2017 to avoid being left flat on their backs.
Morningstar Sustainability Index Series is a newly launched group of indices that deliver exposure to companies exhibiting high standards of sustainability while maintaining a similar risk/return profile to the broader market.
Morningstar Europe, Middle East and Africa investment strategist Andy Brunner has announced his retirement from the company.
Morningstar has expanded its qualitative analyst rating system to include 300 exchange traded funds, 100 of which are domiciled in Europe.
Morningstar analysts have promoted Neil Woodford’s CF Equity Income Fund from Bronze to Silver.