What does Moody’s downgrade mean for bond investors?
Moody’s downgraded US debt to Aa1 over the weekend amid concerns over the scale of the country’s debt pile
Ratings
-
-
Morningstar considers launch ratings for LTAFs
Adapting its existing Medalist Rating framework for private market vehicles
-
Property funds awarded ‘recommended’ ratings by Square Mile in November review
The TR Property Investment Trust and L&G’s Global Real Estate Dividend Index fund were highlighted
-
20% of funds face rerating as Morningstar alters rating methodology
The majority (85%) of funds affected will likely have their ratings relegated now that management fees are taken into account
-
Is Liontrust a target for M&A? Stock upgraded to ‘buy’ in wake of GAM offer collapse
Peel Hunt analysts said further deals could be possible with Liontrust as ‘predator or target’
-
M&G gains six top ratings as FE Fundinfo Crown rebalance favours value investors
While Quilter and Schroders funds received the most five Crown ratings
-
12% drop in number of FE Fundinfo five-crown funds
Those directly invested in commodities were among the biggest losers
-
‘Clear rationale’ for regulating ESG ratings, says FCA
An interim voluntary code of conduct would be put in place if new regulation was to be formalised
-
Simon Young: Why ESG ratings should not be taken at face value
Investors need to apply common sense and dig into the numbers
-
RSMR revamps responsible ratings and portfolios
Change comes to offer advisers clarity over the funds it rates as ESG continues to grow
-
Blackrock trumps Vanguard in FE passive ratings
Blackrock’s iShares has fended off Vanguard to retain the top spot in FE’s latest Passive Crown ratings list.
-
FundCalibre calls for IA rethink as it rolls out new bond ratings
FundCalibre has rolled out a new ratings system for bond fund providers with Royal London and Kames Capital found to be the top performers.