Morningstar Financial News

17.12 / 13:25

markets security Morningstar FCA launches consultation on private stock market in boost to PISCES framework

The Private Intermittent Securities and Capital Exchange System (PISCES) will allow shares in private companies to be bought and sold, a change that is set to «open the door to more opportunities for investors to take stakes in private companies», according to the FCA. The watchdog and the government have deemed PISCES a «world-leading innovation» in private markets, following an increase in the number of years that companies remain under private ownership. Data from Morningstar revealed the median age for a company to go public has increased from almost seven years in 2014 to over ...

13.12 / 20:27

Provident SUN Morningstar wellness Experts You don’t need to be a ‘Silicon Valley entrepreneur' to be rich, financial advisor says. Here's how to retire a millionaire

Building a $1 million nest egg may seem an impossible feat.

10.12 / 20:29

COST UPS security Morningstar social reports How to bridge a retirement shortfall

If you want to get yourself thoroughly depressed, spend a little time looking at statistics about Americans’ retirement preparedness

06.12 / 06:57

Target Strategy economy Morningstar Commerzbank Trade stage UniCredit's Orcel could still sweeten his bid and take on a double M&A offensive

Divided between two takeover courtships, UniCredit's Andrea Orcel still has room to sweeten his bid for Italy's Banco BPM, analysts say, while political turmoil stalls a deal with Germany's Commerzbank.

04.12 / 13:59

UPS Provident FIVE security Morningstar When it’s time to rethink your asset allocation

Unless you happen to be an average-size person with perfectly balanced proportions, the clothing you buy may or may not fit perfectly

27.11 / 19:35

markets COST ETF security Strategy Morningstar Experts Why exchange-traded funds are a 'growth engine' of active management

In this article

21.11 / 16:17

markets Morningstar show International Flows into Europe-domiciled funds reach fresh high this year

Assets in long-term funds domiciled in Europe increased to €12.3trn by month's end from €12trn at the end of September, according to Morningstar Direct. «Despite the setback in international markets – global equities fell by 2.2% in October while global government bond returns declined by 1.2% – investors continued to show positive sentiment, arguably driven by the decisions of the US Federal Reserve and the European Central Bank to cut interest rates,» Morningstar's senior international editor Valerio Baselli said. Bond funds attracted the highest level of monthly flows since July 20...

19.11 / 16:15

Provident Aware Death Morningstar Healthcare information gatherings Tackling estate planning in 7 basic steps

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly

17.11 / 06:55

markets Strategy Morningstar Research trends Schools Debt MFs log Rs 1.57 lakh cr inflow in Oct on investment in liquid schemes

credit risk funds maintained their trend of consistent outflows. The positive inflow boosted the asset base of debt mutual funds by 11 per cent to Rs 16.64 lakh crore in October-end from Rs 14.97 lakh crore at the end of September, according to data with Association of Mutual Funds on India (Amfi). As per the data, debt mutual funds attracted inflows of Rs 1.57 lakh crore in October, marking a sharp reversal from the outflows of Rs 1.14 lakh crore recorded in September.

13.11 / 12:05

markets COST CEO economy Election Morningstar Trade Wall Street makes wagers on the likely winners and losers in a second Trump term

Wall Street is already making big bets on what take two for a White House led by Donald Trump will mean for the economy and markets

13.11 / 08:59

Target FIVE Matthews Morningstar Sony Nintendo performer Baillie Gifford Japanese fund added to Hargreaves Lansdown Wealth Shortlist

Managed by Matthew Brett, the fund was launched in 1984 and holds a plethora of Japanese institutions such as SoftBank, Nintendo and Sony, as it aims to outperform the TOPIX index by 1.5% per annum over five years. In the 12 months to 30 September 2024, the fund returned just under 10.8%, short of its target benchmark return of 12.4%, according to data from Morningstar. Baillie Gifford's Iain McCombie: Rightmove's REA rejection 'really good news' for UK M&A Over the long term, however, the fund has performed well against the broader Japanese stock market and IA Japan sector, HL not...

12.11 / 11:47

COST Provident Strategy Morningstar Healthcare love cover Don’t Settle for a Subpar Health Savings Account

Love them or hate them, it’s hard to see health savings accounts losing traction any time soon

08.11 / 22:51

markets UPS Apple Morningstar Bill Trade Warren Buffett's record cash pile is starting to make people nervous

Warren Buffett is unwinding his most profitable trade in history, filling Berkshire Hathaway Inc.’s coffers with cash. But it is unclear if the Oracle of Omaha is ready to go elephant-hunting with his recent bounty.

07.11 / 16:17

UPS ETF Strategy Continental Morningstar gatherings European active ETFs double their AUM as passives gain popularity across the continent

Speaking at Investment Week's Funds to Watch 2024 event today (7 November), Calay said assets under management for active ETFs in Europe hit €45bn at the end of the third quarter, up from roughly €20bn in 2022. Passive strategies as a whole remain a popular option among investors, as active managers continue to struggle with continuous outflows across all sectors including equities, fixed income and alternatives, she said. According to Morningstar Direct, passive strategies in the UK gathered £3bn in assets during the third quarter of 2024. Global ETF flows set to surpass $1trn t...

05.11 / 09:49

Strategy BlackRock Morningstar reports Arsenal Singular BlackRock fund fails to deliver value across active arsenal

The strategy was red flagged in last year's iteration for the report, with both instances pointing to underperformance as the main driver for the lack of value. In the 2024 AoV report, as of June that year, the fund failed to outperform the 3-month SONIA compounded in arrears plus 3.5% benchmark, and the Morningstar GBP Flexible Allocation and IA Mixed Investment 0-35% Shares categories over both three- and five-year terms. «Our review determined that the fund did not consistently deliver value. As in last year's report, the fund underperformed over the assessment period,» BlackRock n...

01.11 / 18:39

Strategy Sustainability Morningstar Legal & General closes Future World Sustainable Global Equity Focus fund

The fund launched back in December 2021 and held £21.9m in assets, was closed on 30 September. According to data from Morningstar, the fund held £35.7m in assets at its peak in March 2024. «Following a review of the fund, a decision was taken that an orderly closure was in the best interests of our investors,» a spokesperson told Investment Week. «We are committed to treating customers fairly and the remaining proceeds are being returned to the minimal number of investors impacted.» Ninety One shuts Global Macro Alternative fund The strategy, which invested in global equities w...

31.10 / 00:57

markets Analysis Morningstar MSCI Trade Experts show The rise and rise of ex-China EM funds can bring big flows to D-Street

The number of ex-China EM funds has nearly doubled to 70 worldwide in two years, Morningstar data showed, reflecting a robust investor appetite for such assets outside of China.

29.10 / 16:51

COST UPS Provident Career Morningstar Healthcare 7 steps to forecasting your cash flow needs in retirement

New retirees frequently rhapsodize about the joys of tossing their alarm clocks into the trash and filling their days with whatever activities they find gratifying

21.10 / 17:21

ETF SEC CEO Strategy Morningstar Bill Equality KKM Financial's Essential 40 stock fund is now an ETF

KKM Financial has converted its Essential 40 mutual fund into an ETF, joining the growing shift by asset managers to a more tax-efficient fund model.

18.10 / 17:39

markets Target Matthews Netflix Morningstar War show Netflix stock sees new peak amid high hopes for ‘Squid Game’ return

Netflix shares hit an all-time high on Friday, buoyed by investor optimism that its robust content lineup will help the streaming giant maintain upbeat subscriber growth even as the boost from its password-sharing crackdown wanes.

17.10 / 15:21

ETF Morningstar Research Investment in European and US ETFs reaches record highs as flows continue to rise

Research from Morningstar Direct found that European ETFs and exchange-traded commodities pulled in €63bn worth of flows during the third quarter of 2024, a new quarterly high. This figure marked an increase of €10bn from Q2's total of €53bn, and brings the total inflows for the first three quarters of 2024 to €161bn, already surpassing the total for the whole of 2023. With the previous annual high of European ETF inflows standing at €159bn in 2021, 2024 is expected to smash previous records with one quarter of the year remaining, Morningstar said. Global ETF flows set to surpass...

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