Morningstar Financial News

15.10 / 05:44

Booking Morningstar Experts show country shock FPIs take out Rs 9,800 cr in Oct on rise in US bond yields, geopolitical uncertainties

Foreign investors have pulled out nearly Rs 9,800 crore from Indian equities this month so far owing to a sustained rise in US bond yields and the uncertain environment resulting from the Israel-Hamas conflict. This came after Foreign Portfolio Investors (FPIs) turned net sellers in September and pulled out Rs 14,767 crore. Before the outflow, FPIs were incessantly buying Indian equities in the last six months from March to August and brought in Rs 1.74 lakh crore during the period.

13.10 / 22:35

Provident Digital Platform Strategy Morningstar show Improvements in SMA technology have more advisors getting on board

A new Goldman Sachs survey shows investors are big fans of separately managed accounts. But what do advisors think of them? Are they worth the trouble for all their clients, or just a lucky few?

12.10 / 18:10

Microsoft Apple Morningstar MSCI show performer Quality funds outperform global benchmark

September performance numbers are in and Morningstar data shows funds that put their faith in “quality” companies outperformed the MSCI World Index over the past year.

12.10 / 08:57

ETF CEO Morningstar show SIPs top Rs 16K-cr inflows in September: AMFI

Systematic investment plan (SIP) contributions crossed the Rs 16,000-crore mark for the first time, in September, shows data from the Association of Mutual Funds in India (AMFI).

12.10 / 08:57

Lowe's CEO Strategy Morningstar President Experts Decoding SIP trends: Why Thematic/Sectoral and Hybrid Funds attracted more money in September

Systematic Investment Plans (SIPs) hit a fresh all-time high of Rs.16,042 crore in September 2023. The growth in Net Assets under Management (AUM) was flat, with AUM at Rs.46.58 lakh crore. SIP AUM stood at Rs.8.70 lakh crore, against Rs.8.47 lakh crore in the previous month, according to AMFI’s monthly data.

12.10 / 08:57

COST Booking Morningstar Experts show Small Cap and Mid Cap Mutual Fund net inflows declined in September. Here’s why

The net inflows into small-cap and mid-cap equity mutual funds declined marginally month-on-month in September 2023, according to AMFI data.

11.10 / 17:17

UPS FIVE Booking Parke Morningstar Experts Time SIPs hit all-time high, small cap funds see 37% dip in flows

NEW DELHI : Systematic investment plans (SIPs) into mutual funds hit an all-time high in September, crossing the ₹16,000-crore mark for the first time while inflows into small and midcap funds moderated amid sky-high valuations in some stocks. Net inflows into equity mutual funds dipped by 30% while debt fund outflows hit an 18 month high of ₹1.01 trillion, mutual fund body AMFI said Wednesday. SIPs stood at ₹16,042 crore in September, up from ₹15,814 crore a month ago.

11.10 / 14:02

Europe Morningstar UK bonds equities Morningstar: Over 60% of active bond managers outperform passive rivals

Despite the short-term rosy picture for active managers, Morningstar said over the long term, success rates 'remain solidly in favour of passive funds'.

11.10 / 10:29

COST UPS UBS Morningstar Muni Funds That Use Borrowed Money Take a Big Hit

Some municipal-bond funds are suffering their worst stretch since the 2008-09 financial crisis, an acute example of how two years of rising interest rates have slammed investors’ portfolios. Closed-end municipal-bond funds have been particularly hard-hit because they often use borrowed money to invest in fixed-rate, long-term bonds sold by state and local governments. The leverage helps boost the returns from debt that is ultrasafe, but pays relatively little interest.

11.10 / 08:43

UPS Waves CEO RBC Morningstar track Takeover ACCC argument to back Origin takeover is flimsy, say analysts

The competition regulator’s reasoning that the $18.7 billion takeover of Origin Energy by two North American bidders should go ahead because of a public benefit from a faster energy transition is “flimsy”, and consumers are likely to pay higher prices as a result of the deal, analysts say.

11.10 / 07:43

Booking WhatsApp Morningstar show fall Equity mutual fund inflows fall in September 2023: AMFI data

mutual funds continue to see inflows while large-cap funds witnessed outflows, the data showed. “Equity-oriented funds continued to witness net inflows in September, marking the 31st consecutive month of net inflows. The segment witnessed net inflows of ₹14,091.2 crores in September 2023 lower than what it witnessed in the previous month ( ₹20,245.26 crore).

10.10 / 10:59

COST UPS Provident CAT Morningstar Returns This bond market is providing double-digit returns

As bond markets everywhere get battered by a cocktail of higher interest rates, deficit angst and hawkish central bankers, one class of debt instrument is handing creditors double-digit returns: catastrophe bonds.

09.10 / 21:11

Provident Target SEC CEO Morningstar President information Financial Financial industry group warns SEC AI proposal would hurt retirement savers

A financial industry group Monday called on the SEC to withdraw a proposal targeting potential conflicts of interest related to the use of artificial intelligence by financial professionals because the regulation could harm retirement savers.

08.10 / 08:25

economy Morningstar Experts country FPIs sell-off continues; take out Rs 8,000 car from equities in October

Foreign Portfolio investors (FPIs) have dumped Indian equities worth Rs 8,000 crore in the first week of October on the back of dollar appreciation and the steady rise in the US bond yields. This came after FPIs turned net sellers in September and pulled out Rs 14,767 crore. Before the outflow, FPIs were incessantly buying Indian equities in the last six months from March to August and brought in Rs 1.74 lakh crore during the period.

06.10 / 11:17

Target ETF BlackRock Morningstar MSCI track country BlackRock fund loses $5B as emerging markets ETFs face churn

Exchange-traded funds that buy emerging-market equities are undergoing a churn — and the biggest loser is the BlackRock Inc. fund that helped usher in passive investing to the asset class two decades ago.

05.10 / 21:59

ETF Strategy BlackRock Morningstar show performer reports place More ‘ESG’ funds folding this year, but others are taking their place

A handful of asset managers have been pulling the plug on ESG-themed funds they launched several years ago — a result they all but certainly knew was coming, as not every attempt to get a slice of that booming market was going to work.

03.10 / 13:33

UPS BlackRock Morningstar 2020 reports When Will the Fed Stop Raising Rates? That’s the Trillion-Dollar Question for Bond Investors

Asset managers have been counting on what BlackRock calls a “generational opportunity" in the bond market, now that yields are at decade-plus highs. Investors ranging from pension funds to retirement savers should be buying longer-term bonds to lock in higher rates, their thinking goes, spurring a flood of inflows to bond funds. BlackRock, for one, has projected assets under management at its bond exchange-traded funds to triple to $2.5 trillion by 2030.

03.10 / 07:01

COST UPS Action Airlines Morningstar Bill Hudson Goyder going wouldn’t lift negative overhang: Qantas analysts

Qantas chairman Richard Goyder standing aside would not fix the airline’s issues and investors should welcome new chief executive Vanessa Hudson’s focus on customers, analysts say, with 185 new planes set to be delivered over the next decade.

02.10 / 14:21

Morningstar companies AJ Bell share price Stock Spotlight: SocGen share price revival hopes flounder as fresh strategy disappoints

The plan targeted a cost-to-income ratio of less than 60% to boost profits by 2026.

01.10 / 09:23

Lowe's economy Morningstar Experts performer country FPIs turn net sellers after 6 months of investment; withdraw Rs 14,767 cr in Sept

net sellers and pulled out of over Rs 14,767 crore from Indian equities in September, primarily due to dollar appreciation, steady rise in the US bond yields, and a spike in crude oil prices. Going forward, the outlook for FPI flows in India is uncertain, as it will depend on the performance of the Indian economy, the RBI's October monetary policy, and the outcome of the September quarter earnings, Mayank Mehra, smallcase, manager and principal partner at Craving Alpha, said. According to data with the depositories, Foreign Portfolio Investors (FPIs) have sold shares to the tune of Rs 14,767 crore in September.

29.09 / 09:37

UPS Lowe's Target economy Morningstar shock 4 Key Reasons US Treasury Market Selloff Is Likely to Continue in the Months Ahead

A perfect storm may be brewing for the bond market as a combination of factors drives yields higher.

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