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Showing 41 - 50 of 823 results for "Morningstar"

More than 75% of asset owners wary of trade disputes

ANGELIQUE MINAS  |  WEDNESDAY, 24 SEP 2025
The fourth annual Voice of the Asset Owner survey conducted by Morningstar Indexes and Morningstar Sustainalytics reveals how global asset owners are navigating an evolving investment landscape amid global disruptions and climate imperatives. It found ...

Three portfolio managers exit Stewart Investors

KARREN VERGARA  |  MONDAY, 25 AUG 2025
... Leaders Fund since 2022. Reddy was with the firm for more than 18 years, while Desai was closing in on nine years. Morningstar has been forced to review the rating of the Global Emerging Markets Leaders Fund upon the trio's exit. The fund had a rating ...

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... Geoff Wilson. More broadly, Platinum Asset Management's board has unanimously recommended merging with L1 Capital. Morningstar equity analyst Shaun Ler said the combined entity will have greater asset class and client diversity, facilitating cross-selling ...

High-risk super options pay off: Morningstar

ELIZA BAVIN  |  THURSDAY, 14 AUG 2025
... Superannuation funds delivered strong performance in Q2 2025, particularly among higher-risk options, according to Morningstar's inaugural Superannuation 360 Quarterly report. The report found that Aggressive and Growth peer group averages led the way ...

HUB24 recruits Vanguard sales manager

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... on track to overtake Insignia Financial as one of the largest platform operators, alongside Netwealth, according to Morningstar. The firm predicts that both platforms will reach a 15% market share each by FY30.

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ...

Private debt leads fixed income returns: Research

ELIZA BAVIN  |  WEDNESDAY, 23 JUL 2025
The Morningstar Fixed Income Sector Wrap found the fixed income sector has seen a robust 12 months across the board. Morningstar's qualitative research assessments currently cover 79 fixed-income strategies available to Australian investors. "It was ...

Platinum, L1 merger to help fight 'organic business decline'

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... deed earlier this week - may help save the business against ongoing decline but other hurdles remain, according to Morningstar equity analyst Shaun Ler. "The merger injects new life into Platinum, helping to arrest the organic decline of its business ...

Investor optimism premature, fund flows in firing line

KARREN VERGARA  |  WEDNESDAY, 18 JUN 2025
... Liberation Day, geopolitical and tariff uncertainties will continue to deteriorate fund flows for asset managers, Morningstar predicts. The latest Industry Pulse shows how fund manager flows dwindled in the March quarter and are expected to remain more ...

Trade war threat sparks allocation rethink by asset owners

ANDREW MCKEAN  |  THURSDAY, 12 JUN 2025
... spectre of a global trade war and its ensuing market fallout, was top of mind for asset owners surveyed in part one of Morningstar's annual Voice of the Asset Owner Survey. Of the asset owners surveyed, nearly half of which come from Australia and New ...