Pimco sweeps the board in 2012
Pimco funds were among the most attractive in 2012, with three appearing in Morningstar’s top 10 long-term funds by net inflows.
Pimco funds were among the most attractive in 2012, with three appearing in Morningstar’s top 10 long-term funds by net inflows.
On the face of it the arrival of yet another new ETF provider is not good news and goes against the trend of providers closing products, with at least two providers already up for sale.
European investors continued to pour money into bond funds last month, according to Morningstar, despite a continued rise in the popularity of equity portfolios.
Morningstar has taken the lead on resolving another ‘unintended consequence’ of RDR, one that you may or may not have considered.
After two-and-a-half years at Morningstar, Richard Romer-Lee and Nigel Whittingham are to leave the company.
That investors are still flocking to fixed income is nothing new, but what funds they are using to access this asset class warrants further analysis.
Mixed-asset funds across Europe attracted 2.5bn of inflows in July, bringing year-to-date sales to 13.5bn, according to latest fund data from Morningstar.
According to Morningstar’s latest fund flow research, European investors heavily sold out of equities in favour of fixed income funds during the second quarter of the year.
Morningstar OBSR has placed BlackRock’s US Dynamic Fund and its offshore equivalent, BlackRock Global Funds US Flexible Equity, under review following news manager Bob Doll is to retire.
Investment trusts need to provide greater transparency to investors or risk losing their competitive advantage once RDR rewrites the product rules.
Money market funds helped BlackRock and JPMorgan retain their positions of largest and third largest fund companies in Europe last year, according to latest data from Morningstar Direct.
Anthony Bolton’s Fidelity China Special Situations Fund is a “leap of faith” with an uncertain future, according to Morningstar, which cited the fund’s investment into two fraudulent companies last year as a key area of concern.