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.
26 November 2014
The oil price slumped to a four-year low in November, with economists stating the commodity has further to fall yet. But how low can the price really go? Fund managers and industry experts tell Investment Week their predictions
20 November 2014
The London Stock Exchange saw record ETF trading in October as investors turned to passive vehicles. But are they becoming a threat to active funds and managers? Experts from Square Mile Investment Consulting & Research, Morningstar, Towry, Neptune Investment Management, Ingenious Asset Management, Raymond James, Charles Stanley, UBS, Aviva, SCM Private and Oyster look at the rise of trackers.
18 November 2014
Morningstar has appointed former Kleinwort Benson chief investment officer Jeremy Beckwith to lead its UK manager research team.
17 November 2014
Jackie Beard, director of closed-end fund research at Morningstar, explains how in just 12 months, a three-fold increase in the number of investment trusts releasing portfolio data on a monthly basis has been recorded by the group.
Financial services has witnessed a number of famous apologies over the years linked to fraud, rogue trading, and even train fare dodging. Investment Week remembers the most notable, and the ones which never were.
China’s global reach could widen if the MSCI China Emerging Markets index is opened up to domestic stocks and the IMF decides to include the renminbi in its special drawing rights currency basket this year. Nitesh Shah, associate director, research, at ETF Securities, analyses what the two events could mean for investors.
Fidelity's Leigh Himsworth is investing in wealth management companies as a key theme within his UK Opportunities fund, in the hope M&A and pension reforms will boost the sector.
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