Morningstar

Morningstar's Bundy: Why the index industry needs a reset

Markets

Morningstar's Bundy: Why the index industry needs a reset

Victims of their own success

clock 17 May 2022 • 2 min read
EFAMA: Investors pour €102bn into sustainable UCITS bond funds last year

ESG

EFAMA: Investors pour €102bn into sustainable UCITS bond funds last year

€33bn above traditional UCITS bond funds

clock 17 May 2022 • 2 min read
Baillie Gifford European Growth seeks to reassure investors following 24.7% fall

Europe

Baillie Gifford European Growth seeks to reassure investors following 24.7% fall

Half year report

clock 17 May 2022 • 2 min read
Assessment of Value regime called into question as fund closures remain stagnant

Companies

Assessment of Value regime called into question as fund closures remain stagnant

133 closures in 2021

clock 13 May 2022 • 4 min read
BlackRock records third consecutive month of redemptions

Funds

BlackRock records third consecutive month of redemptions

Market still constrained across Europe

clock 12 May 2022 • 1 min read
Morningstar research: Article 8 funds suffer outflows for first time

ESG

Morningstar research: Article 8 funds suffer outflows for first time

Data from Morningstar has shown that in the first quarter of 2022, Article 8 funds had outflows of €3.3bn, the first time such classified funds have seen more money leaving than being invested.

clock 05 May 2022 • 2 min read
Thematic funds: How pure are they and should they be?

Specialist

Thematic funds: How pure are they and should they be?

£800bn invested worldwide

clock 28 April 2022 • 6 min read
Schroder UK Public Private wants to look global

Investment Trusts

Schroder UK Public Private wants to look global

Proposed changes to investment policy

clock 21 April 2022 • 2 min read
Assets in climate-focused funds soar to $408bn in 2021

ESG

Assets in climate-focused funds soar to $408bn in 2021

Europe remains largest and most diverse

clock 13 April 2022 • 1 min read
Allianz Tech trust's Price and Seidenberg review past and future potential

Investment Trusts

Allianz Tech trust's Price and Seidenberg review past and future potential

Seidenberg takes reins in July

clock 13 April 2022 • 4 min read
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