Morningstar Financial News

17.07 / 18:51

Reuters ETF BlackRock Morningstar BlackRock bringing proxy-voting choice to retail investors in its largest ETF

The world’s largest asset manager is bringing proxy-voting choice for retail investors to its largest exchange-traded fund.

14.07 / 20:51

UPS ETF CEO Parke BlackRock Morningstar bond funds Trillions of dollars on the fence could tip into bond funds: BlackRock

BlackRock anticipates a potential deluge of trillions of dollars into bond funds amid high yields and cooling inflation.

14.07 / 18:23

COST Provident ETF SEC Strategy Morningstar DFA request for ETF share classes marks tipping point for legacy fund companies

Dimensional Fund Advisors’ steady migration into the ETF space could be moving to a new level as the $614 billion asset manager seeks regulatory approval to launch ETF share classes for its U.S. mutual funds, which represent $400 billion.

13.07 / 07:49

Europe HSBC BlackRock Morningstar funds fixed income equity funds Morningstar: Equity funds suffer largest monthly net outflow since September 2022

Of the top ten fund groups by assets, only BlackRock, Aviva, and HSBC saw inflows.

10.07 / 21:25

UPS Lowe's ETF CEO Morningstar As commercial real estate tumbles, some see opportunity in offices

The downturn in the commercial real estate market has investors looking for long-term buying opportunities — but the market’s not for the faint of heart, nor of cash.

08.07 / 03:21

UPS Target Cooper Williams Fighting Morningstar Support Janet Yellen urges China to support existing institutions to fight climate change

China, as the world's two largest economies, must work together to combat the «existential threat» of climate change, U.S. Treasury Secretary Janet Yellen told Chinese government officials and climate experts on Saturday.

07.07 / 19:53

UPS Reuters RIG Morningstar Oil prices week Oil prices up 3% to 9-week high on supply concerns

By Scott DiSavino

06.07 / 19:47

UPS FIVE Chase NIFTY Morningstar small-cap Small-cap funds are a rage, but should you buy?

Association of Mutual Funds of India (Amfi). The data explicitly states that small-cap funds, among all categories, were the biggest beneficiaries of a huge inflow of funds in the last six months. Small-cap funds started gaining momentum in March after they delivered eye-popping returns to existing investors .

06.07 / 15:43

UPS Progressive Waters CEO Strategy Morningstar reputation pension Two Canadian pension plans risk reputation hit from investments in troubled Thames Water

A troubled water utility company in the United Kingdom that counts two of Canada’s biggest public pensions as large shareholders is facing regulatory scrutiny and fines for sewage leaks and could require a financial bailout.

06.07 / 14:15

COST Citi Booking JPMorgan Action Morningstar analysts class action AMP class action damages could exceed $100m, analysts suggest

AMP could be on the hook for north of $100 million in damages after itlost a class action over its controversial financial adviser payout proposal, with the market expecting the issue could lower capital returns for years.

04.07 / 01:49

Provident Twitter Google CEO Platform Discover Morningstar week Meta to launch a new Twitter competitor, ‘Threads’ this week; All you need to know

Elon Musk, Threads aims to provide users with an alternative platform for social networking and discussions. The app was initially discovered on the Google Play store in Europe on Monday morning and later became available on the Apple App Store by Monday night, according to a report from Forbes. The decision to launch Threads comes in the midst of various controversies surrounding Twitter, such as user limitations and issues with Bluesky, a competing platform founded by Jack Dorsey.

03.07 / 20:05

Provident Lowe's ETF CEO Tesla Morningstar Altria Is tobacco ESG-friendlier than Tesla? Funds, investors don’t think so

ESG ratings have taken a hit amid the controversy about tobacco companies outperforming Tesla, but those questionable grades appear to have little meaning for funds and investors.

03.07 / 14:51

UPS Provident UBS Browser Morningstar UBS aims to avoid using $10bn Credit Suisse backstop amid backlash

We don’t support this browser anymore. This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

03.07 / 14:31

Morningstar People moves Morningstar promotes Dan Kemp to chief research and investment officer

Dan Kemp (pictured) has been at Morningstar since 2014

03.07 / 12:38

COST Provident CEO Gap Morningstar Greenlight Max Aims to Teach Kids How to Invest

Kids may learn how to save, spend, and share, thanks to programs like “Sesame Street,” but Greenlight Financial is adding one more important lesson into the mix: investing. The fintech company behind the parent-managed debit card and app for kids launched its newest plan Thursday, Greenlight Max, which focuses on teaching children how to invest.

03.07 / 12:37

UPS BLOCK Aware Morningstar ‘Values’ Investing May Get Easier If Rule Passes

Investing with your conscience may get easier because of a new government proposal involving employer-sponsored retirement plans.

02.07 / 06:33

UPS Strategy Morningstar FPIs investment hits 10-month high of Rs 47,148 cr in Jun

US Federal Reserve, Mayank Mehraa, Smallcase manager and principal partner at financial consultancy Craving Alpha, said. Besides, VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services, said FPIs are likely to turn a bit cautious going forward as valuations in the country are rich from a short-term perspective. According to the data, FPIs invested a net sum of Rs 47,148 crore in Indian equities in June.

30.06 / 13:05

COST Digital BAY Morningstar Banking headwinds just getting started, so hold off buying the Big Six

Canada is still in the early innings of a credit cycle that could weigh on the Big Six banks for the remainder of the year, according to analysts at the Bank of Nova Scotia.

17.06 / 12:37

UPS Provident JPMorgan UBS Morningstar Financial Why Charles Schwab became a financial 'supermarket'

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25.05 / 19:33

Strategy Morningstar Here are ways retirees can protect nest eggs during a stock market rout

The federal debt-ceiling standoff and the specter of a possible recession on the horizon may mean turbulent times ahead for the stock market — and that's especially worrisome for retirees who rely on their investment portfolios for income.

06.05 / 15:43

FIVE ETF Strategy Morningstar dividend This dividend-paying fund may help protect investors during wild market swings

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