Morningstar Financial News

14.10 / 19:03

FIVE ETF Morningstar wellness 2020 diving Global ETF flows set to surpass $1trn this year

Year-to-date flows into global ETFs currently stand at $947bn while assets under management reached a record $13.4trn in the third quarter. Fixed income funds also saw multiple fresh highs, attracting record quarterly flows of $127bn, beating the previous record of $112bn in the second quarter of 2020. Deep Dive: Active ETFs are set to drive growth for the ETF industry Active fixed income funds fared particularly well, reaching a record $35bn flows in absolute terms in the third quarter, having grown at a higher rate for five consecutive quarters. Morningstar data shows the wid...

30.09 / 20:09

markets Morningstar community trends show reports International Indigenous-related capital markets activity set to grow ‘significantly’: report

Canada is poised to see significant growth in Indigenous-related project financing, international credit rating agency Morningstar DBRS said Monday.

13.09 / 19:49

markets Morningstar wellness Trade Experts performer country Stocks often drop in September — but many investors shouldn’t care

September historically hasn't been kind to stock investors.

09.09 / 18:07

markets UPS IPO Morningstar Trade cover China’s Midea moves ahead with Hong Kong’s likely biggest listing this year

Chinese appliance maker Midea Group has started taking orders from investors for an initial public offering to raise up to US$3.46 billion, which, if successful, would be the biggest such fundraising deal in Hong Kong this year. Foshan-based Midea is selling a total of 492.14 million shares at a price range of HK$52.00-HK$54.80, equivalent to US$6.67-US$7.03 a share, Midea said in a filing Monday. At the top end of the range, the IPO size would be US$3.46 billion and surpass tea shop giant Sichuan Baicha Baidao Industrial’s around US$315 million listing in April.

09.09 / 04:31

markets WhatsApp Morningstar Research Cycling consequences FPIs invest Rs 11,000 cr in equities in 1st week of September

Foreign investors infused nearly ₹11,000 crore in domestic equities in the first week of the month owing to resilience of the Indian market and expectations of rate cut in the US. Foreign Portfolio Investors (FPIs) have been consistently buying equities since June. Before that, they had pulled out funds to the tune of ₹34,252 crore in April-May.

28.08 / 04:32

UPS Target economy Morningstar Pinduoduo JD.com shares climb after announcing $5 billion share buyback, outperforming decline in Hang Seng

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27.08 / 21:34

Provident Discover Morningstar Research show reports recommendations What services do investors value most from advisors?

While every client may need different types of services and guidance based on their specific situation and individual preferences, a new report from Morningstar offers a useful guide on what advisors need to do to deliver the most value to investors.

27.08 / 18:10

markets WhatsApp Morningstar Research Trade country inclusion FPIs inject Rs 11,366 cr in debt market in Aug; inflow tally crosses Rs 1 lakh cr for 2024

debt market so far this month, pushing the net inflow tally in the debt segment to over the Rs 1-lakh-crore mark. Foreign investors' strong buying interest in the Indian debt market can be attributed to India's inclusion in JP Morgan's Emerging Market government bond indices in June this year. According to data with the depositories, Foreign Portfolio Investors (FPIs) injected Rs 11,366 crore in the debt market this month (till August 24).

22.08 / 13:56

FIVE Waters Strategy Sustainability Morningstar Fidelity closes UK-domiciled Sustainable Water & Waste fund after less than five years

The closure of the fund, which has assets of around £10m, became effective on 15 August. A spokesperson for the firm told Investment Week the vehicle was closed after it became too small to manage cost-effectively. At its peak in December 2021, the strategy managed £82.7m in assets, according to data from Morningstar Direct. Fidelity brings sustainable water & waste fund to the UK The UK-domiciled version of the fund was launched in December 2019 following the success of the Luxembourg SICAV, which remains open and currently manages $1.2bn in assets. The SICAV, currently manag...

20.08 / 12:35

FIVE Strategy Morningstar reports gatherings strategies Europe-based funds gather €48.4bn in July as bond strategies record highest monthly inflow in five years

According to Morningstar's Asset Flows report, the surge in monthly inflows came on the back of strong interest in fixed income strategies, which attracted €42.6bn of net inflows in July, marking the strongest month since June 2019. Antje Schiffler, editor at Morningstar, noted that active fixed income strategies in particular attracted €32.7bn as a result of «robust interest in Asian local currency bonds», which accumulated €6.8bn. On the other hand, only €9.9bn flowed into fixed income passive funds. Meanwhile, equity funds enjoyed €10.1bn of net inflows in July, bolstered by passiv...

18.08 / 08:42

markets Booking Sustainability Morningstar Research Trade show FPIs turn net sellers; pull out Rs 21,201 crore from equities in Aug so far

Foreign investors continued their relentless selling in the Indian equity markets in August, offloading shares worth Rs 21,201 crore due to the unwinding of the yen carry trade, recession fears in the US and ongoing geopolitical conflicts. This came after an inflow of Rs 32,365 crore in July and Rs 26,565 crore in June, data with the depositories showed. Foreign portfolio investors (FPIs) infused funds in these two months on the expectation of sustained economic growth, continued reform measures, better-than-expected earnings season and political stability.

14.08 / 15:53

Platform Mobile Discover Food Morningstar Kellogg President Sweet and salty deal worth $30 billion would put M&M's and Snickers alongside Cheez-It and Pringles

Mars, whose brands include M&M’s, Snickers and Skittles, is buying food company Kellanova in a nearly $30 billion deal, giving it access to brands such as Cheez-It, Eggo and Pop-Tarts

08.08 / 08:00

markets CEO economy Continental Morningstar President performer Italy looks like fertile ground for a mega merger deal in banking

MILAN, Italy — European policymakers have longed for bigger banks across the continent.

30.07 / 22:53

COST Morningstar Research Healthcare Simulation reports DC plans crucial against retirement income shortfalls, says Morningstar report

While workers face a significant risk of not living out the retirement they imagined, with some segments more vulnerable than others, being part of a defined contribution plan can go a long way in cutting down that threat.

27.07 / 04:34

Ethereum Digital ETF Morningstar Trade Experts Bitcoin Should You Invest In Spot Ether ETFs? Here's What Experts Say

You can now invest in ether (ETH), the native token of the Ethereum blockchain, by putting money into one of the nine spot ether exchange traded funds that began trading Tuesday. But should you?

26.07 / 23:47

COST UPS Parke Morningstar reports Jasper wildfire could cost insurance industry an estimated $700M

The Jasper wildfire could cost the insurance industry up to $700 million, making it one of the most expensive wildfire disasters in Canadian history, DBRS Morningstar said Friday.

23.07 / 12:09

Strategy Morningstar Research UK-domiciled fixed income funds hit by £1.9bn outflows in June

According to Morningstar's UK Fund Flows study, June's heavy outflows from fixed income strategies came on the back of high redemption levels for the asset class since the beginning of the year, reaching a total of over £5.7bn in the first six months of 2024. Overall, outflows from UK-domiciled funds reached £3bn last month, with total redemptions since 2022 in UK-domiciled funds reaching £77bn. In June, UK Large-Cap Equity funds added to this total, experiencing more than £2bn in outflows for the month. Giovanni Cafaro, research analyst at Morningstar, said the latest figures fol...

21.07 / 06:16

markets Sustainability Morningstar Research Healthcare trends performer FPIs invest Rs 30,772 cr in equities in July so far

investors injected Rs 30,772 crore into Indian equities so far this month, driven by hopes of continued policy reforms, sustained economic growth and a better-than-expected earnings season. Additionally, the anticipation of a reform-oriented budget has also lifted investor sentiment, Himanshu Srivastava, Associate Director — Manager Research at Morningstar Investment Research India, said. Going forward, if the recent trend of weakness in dollar and bond yields persists, FPIs are likely to continue their buying in the market, VK Vijayakumar, Chief Investment Strategist, Geojit Financial Services, said.

18.07 / 12:32

markets Provident Sustainability Invesco BlackRock Morningstar show ESG fund launches show sharp slowdown

At some of the world’s biggest asset managers, ESG fund launches are quietly stalling.

13.07 / 03:04

markets UPS security economy Food Morningstar Eagle The risky-loan trade is back

A corner of Wall Street long shunned by investors is suddenly in demand. Higher rates over the past two years were expected to slam risky corporate borrowers that rely heavily on floating-rate debt. That hasn’t happened.

12.07 / 23:39

Dreams WhatsApp Morningstar film Bill Updates Welcome To Derry: See cast, production team, story and directors of 'It' prequel series

Rudy Mancuso is set to join HBO's 'Welcome To Derry,' the prequel to the 'It' series. Bill Skarsgård will return as Pennywise, with key figures from the 'It' franchise involved. Rudy Mancuso Joins the Cast Rudy Mancuso, known for 'Música,' will play a recurring role in HBO's 'Welcome To Derry.' Details about his character are not yet revealed.

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