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Showing 1 - 10 of 829 results for "Morningstar"

Centuria Bass freezes private credit fund redemptions

RIDDHIMA TALWANI  |  MONDAY, 17 AUG 2026
... million loan facility to a Bathla Group entity. This is the only balance sheet exposure of CNI to the Bathla Group." Morningstar also predicted the property debt fund will be pulled from major investment platforms and unlikely receive new inflows.

GQG sees $6.4bn outflows in July

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... reported in May, showed total assets of US$163.9 billion at December 2025, while net income rose 7% to US$463 million. Morningstar equity analyst Shaun Ler at the time subsequently described GQG's earnings outlook as weak, pointing to poor short- and ...

A tough year for high-duration bond investors: Morningstar

MATTHEW WAI  |  WEDNESDAY, 12 AUG 2026
... in FY26 have placed investors of high-duration bonds on the back foot, while long-dated yields are moving higher. Morningstar senior analyst and report author Eun Sub Kim said it was a "mixed" year for fixed income investors, noting the magnitude of ...

Growth assets drive recovery for super in latest quarter: Morningstar

MATTHEW WAI  |  THURSDAY, 6 AUG 2026
New research from Morningstar found super funds rebounded "strongly" in the second quarter of the calendar year, reversing weakness recorded in 1Q26. According to Morningstar's Superannuation 360 report for Q2 2026, super returns recovered through their ...

Morningstar predicts platforms to pull Centuria Bass Credit Fund

KARREN VERGARA  |  TUESDAY, 28 JUL 2026
Amid a ratings downgrade and possible governance issues concerning the Centuria Bass Credit Fund (CBCF), Morningstar predicts the property debt fund will be pulled from major investment platforms and unlikely receive new inflows. In an analyst note ...

VanEck switches to AI-powered index

MATTHEW WAI  |  MONDAY, 6 JUL 2026
... Australia's first ETF that uses AI to select international stocks. On the day, GOAT will change from tracking the existing Morningstar Developed Markets ex-Australia Wide Moat Focus Select Index to the Akros Enhanced World ex Australia Index. The index ...

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI  |  TUESDAY, 16 JUN 2026
... years. Prior to that, he held similar roles at Nikko Asset Management and Suncorp Group, and was a research analyst at Morningstar. Marais will report to head of portfolio solutions Andrew Yap, who said the appointment reflects the growing demand for ...

Vanguard's oldest ETF eclipses to US$1tn in value

RIDDHIMA TALWANI  |  FRIDAY, 5 JUN 2026
... US$1 trillion mark in net asset value for the first time, becoming the first in the asset class to achieve the feat. Morningstar associate director Daniel Sotiroff said the achievement underscores the immense success of index funds and Vanguard's role ...

Asset owners staying invested in the US: Morningstar

RIDDHIMA TALWANI  |  MONDAY, 1 JUN 2026
Morningstar's latest Asset Owner Perspectives found that despite growing frustration with policy uncertainty and geopolitical volatility coming from the US, asset owners understand the need to continue to stay invested in the US market while ensuring ...

Super 'safest' entry in private market for retail investors: Morningstar

RIDDHIMA TALWANI  |  THURSDAY, 28 MAY 2026
Morningstar said super funds could be the safest and most effective option for retail investors to access private market investments. This, it said, would especially benefit those investors who do not have the capacity to do their own research and due ...
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