Ex-New Star bond manager Roantree joins Morningstar

clock

Former New Star bond manager Phil Roantree has joined Morningstar as a fixed income investment analyst.

Roantree joins from Querns Asset Managers, a boutique firm he founded with former New Star colleague Stephen Whittaker. He previously managed the New Star Sterling Bond unit trust for 15 years, including at Aberdeen, before the New Star's demise in 2009. Ruli Viljoen, head of fund research for Morningstar OBSR, said: "Our role at Morningstar OBSR is to provide high quality, independent manager research that supports intermediaries in their important work serving investors. "Phil's extensive expertise in fixed income investment strategies brings a valuable enhancement to our researc...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Event Voice: Stepping out of cash into the Credit Sweet Spot

Event Voice: Stepping out of cash into the Credit Sweet Spot

Peter Marsland, Fixed Income Investment Specialist, from Aberdeen discusses the Short Dated Enhanced Income Fund at the June Fixed Income Market Focus.

Peter Marsland, Fixed Income Investment Specialist
clock 08 July 2025 • 4 min read
Investors undergo 'buyers' strike' in June sending order values to two year low

Investors undergo 'buyers' strike' in June sending order values to two year low

Middle East conflict did not deter investors

Eve Maddock-Jones
clock 08 July 2025 • 2 min read
The big questions around re-evaluating risk for the retail investment industry

The big questions around re-evaluating risk for the retail investment industry

Discussions at Global Investment Management Summit

Katrina Lloyd
clock 08 July 2025 • 8 min read
Trustpilot