24 April 2015
As scrutiny of boards intensifies, Investment Week asks managers and analysts what trusts should be doing to improve their attractiveness to investors.
24 April 2015
As Investment Week reported last year, attempting a comparison of passive funds that goes beyond headline charges has been a bit of a nightmare for fund buyers. Now that ratings services have stepped into the game, one would finally expect some clarity.
17 April 2015
Following Shell’s £47bn deal for BG Group earlier this month, Investment Week asks the industry which other sectors could benefit from M&A this year?
31 March 2015
Morningstar has unveiled the winners of its annual 2015 UK Fund Awards, with First State and AXA IM among the groups winning accolades.
10 February 2015
With 60% of the European fund universe less than a decade old, Christopher Traulsen, director of fund research, EMEA at Morningstar, asks if managers need to focus less on creating products to capture flows in specific sectors, and more on delivering durable funds that retain clients
02 February 2015
Investment trusts have evolved more over the past 20 years than during their entire existence. Jackie Beard, director of manager research services EMEA at Morningstar, analyses how the sector has come of age
29 January 2015
Brooks Macdonald's Mark Watson has joined Morningstar as director of UK intermediary sales.
19 January 2015
Ahead of this week's ECB meeting on Thursday, when Draghi is widely expected to announce a long-awaited QE package for the eurozone, Investment Week asked the industry their views on how they think the market will perform this year.
13 January 2015
Mark Roomans has been promoted to chief executive of Morningstar UK as Geoff Balzano steps back to focus on his role as head of adviser solutions.
09 January 2015
Morningstar's Edward Fane is taking a conservative and contrarian stance on the group's new real return portfolios, and is prepared to use cash tactically in times of market weakness.
06 January 2015
Morningstar has launched a range of four real return portfolios as it further expands its discretionary management service.
12 December 2014
From fee reductions and discount management, to more board scrutiny. Jeremy Beckwith, director of manager research at Morningstar, analyses the changing story behind investment trusts in 2014.
09 December 2014
As internet ‘challenger banks’ continue to encroach on the turf of the ‘big four’ banking giants, Erin Davis, senior equity analyst at Morningstar, analyses if they are a better investment opportunity that fund managers should be considering.
08 December 2014
Morningstar OBSR is no longer advisers' preferred ratings service, according to a poll of over 600 conducted by Schroders.
28 November 2014
The Financial Services Consumer Panel (FSCP) is calling on the regulator to implement "radical, structural reform" of how fund charges are disclosed to investors. But not all are in agreement. Industry figures reveal their view.
John Husselbee, head of multi-manager multi-asset at Liontrust Asset Management, says investors will need to start reaping the benefits of diversification in order to meet their objectives.
Peter Elston, chief investment officer of Seneca Investment Managers, analyses the importance of the UK election in terms of investors' portfolios, and if they should be adjusting positioning around the event or taking a longer-term view.
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