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Showing 51 - 60 of 829 results for "Morningstar"

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 ...

Private credit market has lenders sweating

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... non-bank lending space, we do deal with many established and sophisticated counterparts in the non-bank space," he said. Morningstar also noted that the asset class has gained significant traction over the past 15 years, driven by market conditions such ...

Touchstone closes flagship fund

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... five-year period, investing in 15 to 25 securities. It required an initial investment minimum of $25,000. According to Morningstar, the fund had $13.9 million in assets and generated 10.6% p.a. in the past year. Touchstone, an affiliate of Bennelong ...

Insignia lost a suitor, but takeover isn't off the table: Morningstar

ANDREW MCKEAN  |  THURSDAY, 15 MAY 2025
... company's share price tumble, but with CC Capital still in the mix, the takeover saga isn't over yet, according to Morningstar. Morningstar said that although the risk of a takeover unravelling has increased, the volatility Bain cited for bowing ...

Labor vs Liberal: Which government is better for Australian stocks?

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... 45 years, stock market returns have shown little correlation with which political party holds power, according to Morningstar equity strategist Lochlan Halloway. Since January 1980 - the inception of Australia's longest-running index, the All Ordinaries ...