In the latest of a new series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Morningstar's Dan Kemp.
Research by Morningstar
SharingAlpha employs new approach
Fidelity International biggest winners
Replaced by Citywire's Jonathan Miller
Following the global rout in commodities in 2015, managers are rotating back to oil, mining and precious metals this year via a range of vehicles such as ETFs, investment trusts and MPLs.
Equity funds remain at top
With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...
Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.
Follows industry report on gatekeepers
The US high yield market spread, measured by the option-adjusted spread on the Bank of America/Merrill Lynch US HY Master II index, has been on a rising trend since the end of 2014. As at the end of January 2016, it sat at around 770 basis points, which...
Has fallen from global financial crisis highs
In the second part of this special Big Question, managers assess the risks and rewards of investing in this sector in the current climate.
Largest IA funds surpass £15bn each
Russia, energy and EMD
In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.
Long term implications of shaky start to 2016
With the results of a referendum on UK membership of the European Union too close to call, we ask investment professionals for their views on the impact of a potential 'No' vote.
The retail industry appears to find endless fascination from monitoring inflows and outflows from particular funds and asset management houses.
Mark Roomans, the head of Morningstar UK, has highlighted launching new 'strategic beta' indices and growing its discretionary fund management (DFM) business as key priorities for the group.
Follows manager reshuffle
Fund slated for launch in Q1
Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.
ESG factors can have positive impact on performance