Morningstar Financial News

05.05 / 05:55

UPS CEO Action HSBC Morningstar HSBC shareholders to vote on whether to spin off Asia business at Friday's annual meeting

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02.05 / 10:49

Provident CEO JPMorgan Chase UBS Morningstar 'Other problems might be lurking': Strategist is unconvinced by Jamie Dimon's bank crisis comments

JPMorgan Chase CEO Jamie Dimon's assertion that recent turmoil in the banking sector was effectively ended by the resolution of First Republic may be premature, one analyst suggested.

21.04 / 18:53

COST Maxim Strategy Apple Morningstar Financial Here are the top 3 reasons to fire a financial advisor, say experts

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17.04 / 01:58

UPS Provident UBS Morningstar Credit Suisse fund outflows widen to $5.6bn following UBS tie-up

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14.04 / 10:03

COST Citi Waves Lowe's Morningstar Fears mount that Europe's commercial real estate sector could be the next to blow

Concerns are mounting around the health of Europe's commercial real estate market, with some investors questioning whether it could be the next sector to blow following last month's banking crisis.

29.03 / 11:33

Provident UBS Morningstar Credit Suisse funds bled $3bn around UBS merger

Credit Suisse-branded investment funds suffered net outflows of $3bn in the days surrounding its shotgun wedding with Paradeplatz rival UBS, showing the extent to which the market was rattled over the future of its bank parent.

25.03 / 16:21

COST UPS Aware SEC Morningstar Investing isn't free. But here's why 20% of investors think it is

Death and taxes are, as Benjamin Franklin famously declared, two of life's certainties.

21.03 / 21:45

CRA Exodus Morningstar Biden used first veto to save a 401(k) investment rule. Here's what it does

President Joe Biden used his first veto to preserve a recent U.S. Department of Labor rule about investment choice in 401(k) and other workplace retirement plans.

20.03 / 17:01

UPS Citi CEO Morningstar MSCI FCA plans tougher ESG scrutiny amid ‘poor’ disclosures

The Financial Conduct Authority is ramping up its scrutiny of green benchmarks, after finding the quality of ESG-related disclosures made by benchmark administrators was "poor".

23.02 / 03:07

BlackRock Morningstar BlackRock dominates UK sustainable flows despite ESG backlash in US

BlackRock dominated rival fund houses for sustainable fund flows in the UK last year in a sign the anti-ESG backlash in the US has not caught on across the pond.

05.12 / 10:27

Target Morningstar Pimco funds in Europe worst hit in ‘year of carnage’

This year is likely to go down as one many asset managers would like to forget, with several of Europe’s biggest groups on target to end the year nursing multi-billion-euro outflows.

20.10 / 16:15

UPS Morningstar Labelling Framework FCA labelling on ESG threatens to show up EU framework

The Financial Conduct Authority’s incoming ESG rules, which include green labels for UK funds, risk outshining the European Union's sustainable disclosure framework, a leading ESG expert has said.

24.09 / 19:05

ETF Strategy Morningstar SPY Wall Street milestone: ETF popularity hits record number

ETFs are seeing a record surge in popularity.

20.09 / 14:53

Provident Chase Morningstar Franklin Metaverse funds top $2bn as Fidelity, LGIM, Franklin chase ‘theme du jour’

Funds investing in the metaverse are now managing more than $2bn globally, as a flurry of launches from some of Europe’s biggest asset managers look to take advantage of a hot investment trend.

25.08 / 07:25

UPS CEO Morningstar NOT Morningstar CEO Kunal Kapoor: ‘Cryptos have not proven their case for the masses’

“Investment must be rational; if you can’t understand it, don’t do it”.

12.08 / 14:43

CEO Strategy Morningstar index Is there a risk index funds could fade after a spectacular run?

Hunter Lewis is CEO of Hunter Lewis and a co-founder and former CEO of Cambridge Associates. He is best known for advising major US universities on their investment strategies.

01.07 / 17:57

Lowe's Strategy Morningstar 500 The S&P 500 just had its worst first half in more than 50 years, which 'stressed' this classic investment strategy

The S&P 500 Index, a barometer of U.S. stocks, just had its worst first half of the year going back over 50 years.

24.06 / 15:25

Lowe's Strategy Morningstar Investment Portfolio NOT Financial Inflation and rising interest rates have stressed the 60/40 investment portfolio strategy — 'but it's not dead,' says financial advisor

The 60/40 portfolio is under fire.

24.06 / 14:59

FIVE CEO Morningstar Women prefer values-based investing. Here's what that might mean for their wealth

Women prefer investing in a way that helps the environment and does social good, some studies have found. Such values-based investing could help raise women's general enthusiasm for investing and boost long-term wealth, according to financial experts.

22.05 / 03:31

Provident Stocks market POT Morningstar Cannabis investors suffer comedown as high-flying pot funds shrink 45%

The high around cannabis stocks appears to have faded, with funds in the global sector reporting a sharp drop in inflows and woeful performance.

20.05 / 08:05

Provident Stocks market POT Morningstar Cannabis investors suffer comedown as high-flying pot funds shrink 45%

The high around cannabis stocks appears to have faded, with funds in the global sector reporting a sharp drop in inflows and woeful performance.

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