Search Results | Showing 21 - 30 of 272 results for %22Morningstar Direct%22 |
| | | ... channels, we ascertain any practice gaps associated with the breach and how and by when the breach can be remedied." Morningstar does not rate the Vanguard ETF that is related to the bond fund, noted Morningstar associate director, manager research Justin ... |
| | | | ... the Franklin Templeton Growth Opportunities Fund wrote down the value of its Canva investment by over 58% in 2022, a Morningstar note showed. "And this write-down has called into question the valuation responses of the Australian superannuation funds ... |
| | | | ... microcap fund in Australia in the 12 months leading to December 2021, when compared to other microcap funds listed on Morningstar". "Uncharacteristically for an Australian actively managed fund, however, Magnolia has contributed 70% of the funds under ... |
| | | | ... inflows into thematic funds peaked in early 2021 with more than US$20 billion entering the sector, according to Morningstar Direct. Although flows have tapered off, levels are still sitting higher than before the Corona crash in March 2020, indicating ... |
| | | | ... fund managers found that they have "ambitious" returns as only one in seven strategies meet their objectives. The Morningstar research found that most absolute-return bond managers will not always provide positive absolute returns when equity markets ... |
| | | | Morningstar's Australia and New Zealand business will soon have a new managing director, with Jamie Wickham to leave at the end of the month. Wickham has been with Morningstar since 2006 when it took over Aspect Huntley. He held several senior roles ... |
| | | | ... requirements under SPG530 - Investment Governance, public disclosure on liquidity stress-testing is relatively scarce. Morningstar Australasia director Annika Bradley has examined the "unlisted assets" allocation of industry fund behemoths Australian ... |
| | | | ... if it is consistent with the client's broader long-term interests and likely circumstances. Rick Di Cristoforo, Morningstar director research and investment products for Australia and New Zealand, said that ASIC 175 urges advisers to understand their ... |
| | | | ... actively managed and index-based strategies. Three offerings are managed by BlackRock, while the others are run by Morningstar, Nasdaq, Brown Advisory and Macro FX. Saxo Morningstar MOAT for example, is actively managed and invests in 30 under priced ... |
| | | | ... Reserve Bank of Australia (RBA) continues to hike rates, the market should brace for a potential slowdown in 2023, Morningstar says. Morningstar warned of the looming impact of the RBA's aggressive interest rate hikes, saying the Australian economy is ... |
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