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?
AJ Bell has strengthened its investment team with the appointment of Simon Molica as fund manager.
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?
Mifid II will force asset managers to cull outdated funds that are no longer providing value to investors, according to Morningstar.
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.
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.
European investors have been responding to this year’s dollar weakness by hedging their investments in US equities, according to Morningstar data.
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.
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.
Most active US equity funds struggle to ever outperform their benchmark, but this year the secret to outperformance has been surprisingly straightforward.
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.
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?
