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Showing 11 - 20 of 823 results for "Morningstar"

Global X to expand product suite with three new ETFs

MATTHEW WAI  |  TUESDAY, 21 APR 2026
... speculation that Elon Musk's SpaceX is undergoing a confidential initial public offering (IPO) process. A recent report from Morningstar raised concerns around products being launched based on short-term thematics and hype.Morningstar recently downgraded ...

Australia is 'laissez-faire' on eligibility for semi-liquid investments: Morningstar

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... acquainted with semi-liquid structures, the story is vastly different here in Australia due to its regulatory landscape, Morningstar said. Morningstar's Demystifying Semiliquid Fund Structures - An Asia-Pacific Perspective report compared the semi-liquid ...

Unit pricing errors hit two Mercer funds

KARREN VERGARA  |  TUESDAY, 14 APR 2026
... investment manager. It has about $906 million in assets under management and returned 7.4% annually, according to Morningstar. In a separate notice, Mercer told investors the Mercer Cash Fund has also been reporting the wrong unit prices. This specifically ...

Morningstar names most compelling funds

ELIZA BAVIN  |  MONDAY, 30 MAR 2026
In its inaugural Best of Breed - Australia and New Zealand report, Morningstar has named which active funds provide Australian investors with the best long-term potential. The report selected six equity strategies, five Australian and one from New Zealand ...

AI layoffs a correction from overhiring: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 20 MAR 2026
Morningstar said recent layoffs by Australian companies are being made from a high starting point, where in the past decade hiring could have outpaced the needs of the business. Atlassian recently laid off 10% of its workforce impacting 1600 jobs. Block ...

GQG's investment performance outpaces outflows

ELIZA BAVIN  |  WEDNESDAY, 11 MAR 2026
... 2025, reaching a month-end record high of US$172.4 billion as of 30 June 2025," Carver said. Following the results, Morningstar analyst Shaun Ler said profits at GQG had been better than expected, as it benefits from the compounding of FUM. "Revenue ...

Top investment teams built on diverse views, transparency

KARREN VERGARA  |  MONDAY, 9 MAR 2026
... Rachael Boyte, good culture is when the investment team can debate the investment view and challenge it. Boyte told Morningstar this is achieved through excellent two-way communication and ensuring a foundation of trust is instilled. "Nobody makes money ...

Active ETFs drew unprecedented flows in 2025: Morningstar

RIDDHIMA TALWANI  |  THURSDAY, 5 MAR 2026
... almost $3 billion in new money. For the full year the segment jumped to $7.8 billion, rising from $5 billion in 2024. Morningstar's review of the industry found flows into active ETFs accounted for 16.2% of all ETF inflows in Australia in 2025. "The ...

AustralianSuper reduces fees on Member Direct option

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
... from 28 March 2026, UBS research will no longer be available on the Member Direct platform and will be replaced with Morningstar research. AustralianSuper said this will also include the addition of research on ETFs and LICs. "Morningstar research will ...

Blue Owl sells US$1.4bn assets to pension funds

KARREN VERGARA  |  MONDAY, 23 FEB 2026
... quarter of 2026. NYSE-listed Blue Owl has 234 portfolio companies with an aggregate fair value of US$16.5 billion. A Morningstar note stated OBDC II's "sad ending represents a harsh lesson for semiliquid fund investors." "The firm halted what had ...