Morningstar Financial News

05.11 / 18:07

FIVE Waters Morningstar Experts show performer 2020 How equity funds leverage a few good months for outperformance

Financial experts have for long touted the benefits of long-term investing, especially where it concerns equity mutual funds. Yet, a large number of retail investors continue to exit the markets after a short duration. According to data from Association of Mutual Funds in India (Amfi), 51.4%, or more than half, of the investments held by retail investors have an average holding period of just more than two years.

03.11 / 12:37

Morningstar Fortinet Unit trusts/OEICs Fundsmith Equity fundsmith stake Fundsmith Equity takes stake in cybersecurity firm Fortinet

Terry Smith (pictured), is the manager of the £22.3bn Fundsmith Equity fund.

03.11 / 01:17

Morningstar recommendations ‘Voting miracle’ needed at Origin after AusSuper snubs bid

Brookfield and EIG Partners need a “voting miracle” to secure approval from Origin Energy shareholders for their $20 billion takeover offer for the major energy supplier as Origin’s biggest shareholder digs in to vote against the deal.

02.11 / 07:41

FIVE Strategy Morningstar Experts performer cover reports Focus on “time in the market” rather than “timing the market”, says Morningstar research report

Attempting to pinpoint the optimal moments for buying or liquidating a fund is probably a fruitless endeavour, according to a recent research report by Morningstar. Even funds that surpass the benchmark typically tend to closely follow or lag behind it for the most part. The stock market’s superior performance compared to cash in the long run can be attributed to only a handful of pivotal months. Several factors contribute to this:

02.11 / 07:30

FIVE Strategy Morningstar show performer track testing Time Mutual Fund Strategy: Finding Best Time vs Staying Invested – Research Reveals What May Work Better

Tyring to find the best time to buy or sell a fund is most likely futile. Most of the time, even outperforming funds basically track or trail the index, according to research by Morningstar.

01.11 / 14:59

Provident Target Progressive CEO NVIDIA Morningstar AMD AMD rises as AI chip sales prediction bodes well for rivalry with Nvidia

(Reuters) — Shares of Advanced Micro Devices (NASDAQ:AMD) jumped nearly 6% on Wednesday, after an upbeat AI chip sales forecast signaled the company was making progress in its bid to catch up with market leader Nvidia (NASDAQ:NVDA).

30.10 / 15:45

Provident ETF Strategy Morningstar track shock Analysis-ETF debuts set to break 2021 record as active-fund issues jump

By Suzanne McGee and Bansari Mayur Kamdar

28.10 / 00:03

Provident Aware Morningstar Experts show recommendations fall HSA fees fall, but their use as investment vehicles remains limited

Fees associated with health savings accounts are falling but only a fraction of account holders use their HSAs as investment vehicles — and financial advisors can help turn around the latter trend, experts said.

27.10 / 18:21

Morningstar Amgen AbbVie reports patient AbbVie takes $2.1 billion charge on cancer drug ahead of US price negotiation

By Leroy Leo and Christy Santhosh

27.10 / 14:51

Target Google CEO Racing Morningstar pandemic track Amazon rallies on cloud optimism as it chases Microsoft for AI business

Amazon.com rose 7% on Friday on a pick up in growth at its most profitable cloud business as it aims for a larger share of the booming artificial intelligence market in a race with Microsoft. The ecommerce giant was on track to add almost $90 billion to its market capitalization based on its last traded share price of $128. Smaller cloud rival Microsoft rose 1.5%, while Alphabet was down about 1.3%.

25.10 / 10:49

Europe Morningstar US ESG Unit trusts/OEICs sustainable funds Q3 Flows into global sustainable funds slow in Q3 as AUM drops 4.2%

The challenging macroeconomic backdrop and falling stock valuations have largely contributed to the reduction in flow volumes and assets, Morningstar said.

23.10 / 08:43

Citi Art Booking Waters Parke Morningstar gatherings Super fund QSuper hands back keys to NYC office tower

Industry super fund QSuper handed back the keys to a prime New York City midtown office tower after its investment went under water just 2½ years after valuing the asset at $US540 million ($855 million) on its books.

23.10 / 07:27

Morningstar cover open Open-ended property funds assert confidence following M&G closure as outflows mount

Legal & General Investment Management, abrdn, Columbia Threadneedle and Royal London all told Investment Week their funds were stable and they remained confident in them. However, the funds have all seen continued outflows, with some not receiving a single month of inflows over the last three years, according to data from Morningstar Direct. Only one of the 18 funds covered by Morningstar Direct in the IA UK Direct Property sector received inflows during September 2023 — VT Redlands Property Portfolio. Throughout September, the sector lost £97.4m to outflows, with almost half (£43....

22.10 / 07:39

Strategy economy Morningstar Experts performer dance FPIs pull out Rs 12,000 cr from equities Oct so far; invest Rs 5,700 cr in debt

Going ahead, the trajectory of FPIs' investments in India will be influenced not only by global inflation and interest rate dynamics but also by the developments and intensity of the Israel-Hamas conflict, Himanshu Srivastava, Associate Director — Manager Research, Morningstar Investment Adviser India, said. Geopolitical tensions tend to elevate risk, which typically hurts foreign capital inflows into emerging markets like India, he added.

20.10 / 22:11

COST Target Reuters Fitch Moodys Morningstar country Time S&P upgrades Greece to investment grade for first time since 2010 crisis

(Reuters) — S&P Global is the first among the “big three” rating agencies to upgrade Greece to investment grade since the country’s debt crisis in 2010.

20.10 / 22:11

Target ETF Extreme Strategy BlackRock Morningstar track BlackRock tries again at target-date ETFs

It’s been nearly a decade since BlackRock closed a line of iShares target-date ETFs for which it had high hopes.

20.10 / 11:51

Provident ETF Morningstar show performer track Inflow into Gold ETFs drop to Rs 175 crore in September

Gold Exchange Traded Funds (ETFs) also decreased in the period under review, as per the data from the Association of Mutual Funds in India (Amfi). «With a continued hike in interest rates in the US, inflation still higher than expectations, and the growth rate slowing down, the appeal of gold as a safe haven and hedge against inflation is expected to continue,» Melvyn Santarita, analyst and manager of research at Morningstar Investment Adviser India, said. According to the data, gold-linked ETFs saw an inflow of Rs 175.3 crore last month as compared to Rs 1,028 crore in August.

20.10 / 10:07

CEO Gap VanEck Morningstar Experts Oscar voice ‘No choice’: Origin deal faces mounting opposition

VanEck has lent its voice to institutional investor resistance to Origin Energy’s $18.7 billion takeover offer from Brookfield and EIG Partners, declaring it will reject the deal unless it is increased amid mounting opposition.

17.10 / 18:55

Booking JPMorgan Chase Moodys Morningstar reports Bank of America's unrealized losses on securities rose to $131.6 billion

By Saeed Azhar and Nupur Anand

16.10 / 23:35

UPS ETF Microsoft Morningstar President reports prevention How to avoid stock overlap in world full of ETFs

Even on Wall Street, there’s such a thing as too much of a good thing. And that goes double when it comes to stock ownership across a client’s portfolio.

16.10 / 06:41

Provident Target Reuters Aware Morningstar Experts show Big Tobacco turns to rooibos tea to counter upcoming ban

By Emma Rumney

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