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Showing 1 - 10 of 47 results for "Morningstar Research"

Magellan needs more consistent progress: Morningstar

ANDREW MCKEAN  |  MONDAY, 19 FEB 2024
... more time to rebuild trust in Magellan, leaving its stewardship evaluations for the firm's funds unchanged. Morningstar research highlighted that Magellan is still undergoing a significant transformation and renewal phase, initiated by the departure ...

Absolute-return bond funds fail ambitious returns: Research

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... 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 are ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... 50% of funds have either merged or liquidated over a 15-year horizon in all but one reported category. New Morningstar research notes also suggest that numerous listed active fund managers continue to struggle not only over an extended period but in ...

Will listed infrastructure protect portfolios during market downturn?

CASSANDRA BALDINI  |  THURSDAY, 15 SEP 2022
... equities, however, when markets take a downturn it's not certain that alone will protect portfolios. Morningstar research shows that infrastructure has not been immune from market falls over the last decade. Its report, titled Will listed infrastructure ...

ETF investors soar to 1.7m

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... highlighting education opportunities for issuers, financial advisers and investing platforms." The latest Morningstar research shows Vanguard, BetaShares, and iShares continue to dominate the local ETF market, capturing more than 77.7% of the total net ...

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ...

ARK Innovation ETF cops neutral rating

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... potential to disrupt and innovate via digital solutions, namely in the sectors of health and technology. Another Morningstar research note found that ARKK took in US$3.1 billion of new money in December 2020 and upped its holdings to Proto Labs by US$36 ...

Industry veterans launch dealer group

ALLY SELBY  |  MONDAY, 17 AUG 2020
... paper-based administrative and compliance work. Its APL is also "very agnostic", El Shammaa said, and uses Morningstar research and an investment committee chaired by Walker to guide the products and solutions offered by the group. In terms of pricing ...

ESG-themed funds fall short of expectations

ELIZABETH MCARTHUR  |  MONDAY, 4 MAY 2020
New Morningstar research comparing the carbon emission risk in managed funds has seen some ethical-themed funds missing out on a low carbon designation. A low carbon designation was awarded by Morningstar to funds with a low carbon risk score for their ...
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