Morningstar

Stock Spotlight: Starbucks brews success in Q4 despite union discord

Companies

Stock Spotlight: Starbucks brews success in Q4 despite union discord

11% rise in net revenue

clock 27 November 2023 • 4 min read
Deep Dive: Active ETFs are set to drive growth for the ETF industry

ETFs

Deep Dive: Active ETFs are set to drive growth for the ETF industry

22.3% organic growth rate

clock 17 November 2023 • 4 min read
Thematic fund investors miss out on two thirds of returns due to poor timing

Funds

Thematic fund investors miss out on two thirds of returns due to poor timing

Morningstar research

clock 15 November 2023 • 2 min read
AVI Global sees 'fertile hunting ground' in UK investment trust sector

Investment Trusts

AVI Global sees 'fertile hunting ground' in UK investment trust sector

Driven by discounts at GFC levels

clock 10 November 2023 • 2 min read
Deep Dive: Higher cost of debt raises stakes for investment trusts employing gearing

Investment Trusts

Deep Dive: Higher cost of debt raises stakes for investment trusts employing gearing

'Part and parcel' of the sector

clock 10 November 2023 • 5 min read
UK dodges recession with surprise 0.2% September growth

UK

UK dodges recession with surprise 0.2% September growth

Flat growth for Q3

clock 10 November 2023 • 2 min read
Shareholder activism and M&A surge is a mixed blessing for investment trust sector

Investment Trusts

Shareholder activism and M&A surge is a mixed blessing for investment trust sector

Driven by discounts at GFC levels

clock 09 November 2023 • 5 min read
Stock Spotlight: General Motors struggles to shift gears as strike concludes

Companies

Stock Spotlight: General Motors struggles to shift gears as strike concludes

Six weeks of strikes

clock 06 November 2023 • 5 min read
Fundsmith Equity takes stake in cybersecurity firm Fortinet

Unit trusts/OEICs

Fundsmith Equity takes stake in cybersecurity firm Fortinet

Negative performance in October

clock 03 November 2023 • 1 min read
Deep Dive: 'Dark green' Article 9 funds set to blossom as climate threat grows

ESG

Deep Dive: 'Dark green' Article 9 funds set to blossom as climate threat grows

Just 3.7% of all funds

clock 27 October 2023 • 4 min read
Most read
01

FCA under pressure to 'quickly' deliver solutions to investment trust cost disclosure issues

30 November 2023 • 4 min read
02

Liontrust restructures UK sales team and promotes Kristian Cook to distribution head

30 November 2023 • 1 min read
03

Divergence in Consumer Duty application could push asset managers out of UK retail market

30 November 2023 • 12 min read
04

FCA sets out temporary measures to address investment trust cost disclosure concerns

30 November 2023 • 4 min read
05

Allfunds receives UK regulatory authorisation

30 November 2023 • 1 min read
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