Morningstar

Europe

Europe's energy sector's de-rating 'seems excessive'

The European energy sector has underperformed the broader European market over the past three years by 3.4% on an annualised basis.

clock 27 January 2020 • 2 min read

Funds

Morningstar data shows flow of assets from active to passive in 2019

Events of 2019 'left black marks on the industry'

clock 24 January 2020 • 2 min read

Funds

Lindsell Train UK Equity given green light on liquidity by Interactive Investor

Fund will stay on Super 60 list

clock 21 January 2020 • 2 min read

Investment Trusts

Equity trusts offer value as renewables and infrastructure premiums climb

Average discount narrowest in 20 years

clock 16 January 2020 • 3 min read

Emerging markets

SJP replaces Janus Henderson with Somerset CM on EM fund

Somerset co-founder to take over as lead manager

clock 08 January 2020 • 1 min read

Equities

Berkshire Hathaway lags as cash pile continues to grow

Warren Buffett's firm has $128bn of cash

clock 08 January 2020 • 2 min read

UK

Witan shifts Lindsell Train from UK to global equity mandate

Cites 'broader opportunity set' than UK market

clock 06 January 2020 • 1 min read

Funds

Morningstar downgrades Nick Train's funds on capacity concerns

Less nimble

clock 24 December 2019 • 2 min read

Bonds

EMD yields look attractive but beware political risks

After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.

clock 23 December 2019 • 2 min read

Industry

ICYA 2019: Shining the spotlight on the industry's best-kept secret

Recognising the best closed-ended funds

clock 10 December 2019 • 4 min read
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