Morningstar

  • Morningstar downgrades FCIT rating under Niven

    Morningstar downgrades FCIT rating under Niven

    Morningstar has reinstated a rating on Foreign & Colonial Investment Trust following the news of Jeremy Tigues forthcoming retirement, planned for later this year.

  • can corporate america continue to deliver

    can corporate america continue to deliver

    The US market is arguably set to cool after returns comfortably ahead of all the other major economies over the past few years.

  • Portfolio Adviser Fund Award winners 2014

    Portfolio Adviser Fund Award winners 2014

    At lunchtime today‚ at our second star-studded Awards event of the week‚ Schroders walked away with the highly coveted Readers’ Choice award at the Portfolio Adviser Fund Awards‚ 2014.

  • funds to watch in the global natural resources

    funds to watch in the global natural resources

    Commentators have recently been split on whether the commodities super-cycle is over, with McKinsey noting recently that talk about the death of the super-cycle appears premature, writes Cyrique Bourbon, senior portfolio manager at Morningstar OBSR.

  • Two out two top ten investment trusts revealed

    Two out two top ten investment trusts revealed

    During the summer months, investors have been researching investment trusts in greater detail, with the top-ten most sought-after trusts detailed on the following pages.

  • three uk equity funds your clients should

    three uk equity funds your clients should

    UK equities are firmly back on the agenda of fund pickers judging by the latest fund flow data from the IMA, but who are the newcomers you should be keeping an eye on?

  • Morningstar push

    Morningstar push

    Morningstar is to press fund groups more heavily to disclose information regarding who is managing vehicles, those manager’s incentives, and their other commitments in a bid to provide investors with more key information as to a fund’s suitability for investment.

  • Morningstar drives greater fund disclosure

    Morningstar drives greater fund disclosure

    Ratings agency Morningstar is forcing groups to individually name all members of a funds' management team and is looking to push for greater clarity over investment objectives.

  • IT investors favour familiar names

    IT investors favour familiar names

    The investment trusts most frequently searched for on Morningstar's online service over the second quarter were those with which investors have a high degree of familiarity concerning the management style.

  • May fund sales suggest continued risk aversion

    May fund sales suggest continued risk aversion

    European funds attracted a total 40bn in May, although the allocation of the capital is not indicative of investor optimism according to the latest fund data from Morningstar.

  • consultancy morningstar obsr toogood hutchison

    consultancy morningstar obsr toogood hutchison

    Peter Toogood and Gill Hutchison have left Morningstar OBSR and are expected to shortly announce their new consultancy practice in the increasingly competitive investment outsourcing world.

  • Thrifty investors champion low cost ETFs

    Thrifty investors champion low cost ETFs

    Low costs are the key attraction for ETF investors and for the majority the main reason they would recommend them as investment products.