Morningstar

Regulation

Raising the bar: SFDR to lead to 'uptick in name and strategy changes' as firms adapt

New ESG regulation comes into effect

clock 16 March 2021 • 3 min read

Industry

Female managers at the helm of funds remain a small minority

Only 45 female managers in the UK

clock 08 March 2021 • 3 min read

Funds

Brighter days ahead: What three themes are giving the asset management sector a spring in its step?

The sectors clearing the post-pandemic fog

clock 26 February 2021 • 4 min read

Industry

UK-domiciled funds gain £300m despite £2.3bn flowing from equity funds

Latest Morningstar monthly flow figures

clock 19 February 2021 • 2 min read

ESG

Sustainable Investment: Morningstar's Bioy on why asset managers must provide 'milestones' not 'very vague statements'

Best practice and avoiding the 'green bubble'

clock 16 February 2021 • 5 min read

Absolute Return

The balanced fund diet: Staying 'active' with a mix of strategies could improve your portfolio's health

Deep Dive into absolute return

clock 12 February 2021 • 4 min read

Markets

r/WallStreetBets and the rise of the amateur traders: 1990s repeat or the new market reality?

Assessing the fallout from GameStop and silver trading

clock 08 February 2021 • 8 min read

ESG

Assets in European sustainable funds hit €1.1trn in 2020 - Morningstar

Inflows doubled those in 2019

clock 03 February 2021 • 2 min read

People moves

Morningstar rehires Vanguard's Dutt and appoints head of research for IM team

Monika Dutt to lead passive research team

clock 01 February 2021 • 2 min read

Funds

Research shows eight in ten global funds struggle to beat the benchmark

Most global funds lagging over 5 years

clock 28 January 2021 • 2 min read
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