Morningstar's Edward Fane is taking a conservative and contrarian stance on the group's new real return portfolios, and is prepared to use cash tactically in times of market weakness.
Morningstar has launched a range of four real return portfolios as it further expands its discretionary management service.
From fee reductions and discount management, to more board scrutiny. Jeremy Beckwith, director of manager research at Morningstar, analyses the changing story behind investment trusts in 2014.
Morningstar OBSR is no longer advisers' preferred ratings service, according to a poll of over 600 conducted by Schroders.
The Financial Services Consumer Panel (FSCP) is calling on the regulator to implement "radical, structural reform" of how fund charges are disclosed to investors. But not all are in agreement. Industry figures reveal their view.
The Big Question: Are ETFs and tracker funds becoming a bigger threat to active management?
Morningstar has appointed former Kleinwort Benson chief investment officer Jeremy Beckwith to lead its UK manager research team.
How has better transparency helped investors?