Morningstar

One advantage of using ETFs is their flexibility, says Morningstar's Jose Garcia-Zarate

Two thirds of fund managers expect the use of performance fees on equity portfolios to rise next year, according to research from Skandia Investment Group.

Morningstar's Paul Kaplan and Sam Savage of Vector Economics, explain how Monte Carlo Simulation is used to make probablistic predictions in investment

Aberdeen's head of global equities Stephen Docherty has been adding defensive stocks to the £664m World Equity portfolio in anticipation of the end of the cyclical rally.

MACROECONOMIC FOCUS

Morningstar and OBSR have harmonised ratings for 32 funds where there was a discrepancy between the two agencies.

SECTOR ANALYSIS

INVESTMENT TRUSTS

AXA Investment Managers' Andrew Wilmont has taken the Pan European High Yield Bond fund's US exposure to its limit on the view European bonds are becoming expensive.

Richard Downs is stepping down as the managing director of Old Broad Street Research (OBSR), to be succeeded by Richard Romer-Lee and Nigel Whittingham.