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.
Morningstar
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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?
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AJ Bell continues hiring spree
AJ Bell has strengthened its investment team with the appointment of Simon Molica as fund manager.
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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Morningstar fires outdated funds warning
Mifid II will force asset managers to cull outdated funds that are no longer providing value to investors, according to Morningstar.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.