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Morningstar

Global

Sector report: What does 2015 hold in store for Asia ex Japan?

Managers are taking a fairly positive stance on Asia ex-Japan in 2015, but Simon Dorricott offers a word of warning...

clock 12 February 2015 • 5 min read

Equities

Quick Qual: This week's smartest investment commentary

This week's smartest investment commentary

clock 30 January 2015 •

Managed solutions

Morningstar unveils real return discretionary portfolios

Morningstar has launched a range of four real return portfolios as it further expands its discretionary management service.

clock 06 January 2015 •

Investment Trusts

Why 2014 was a year of change for investment trusts

From fee reductions and discount management, to more board scrutiny. Jeremy Beckwith analyses the changing story behind investment trusts in 2014...

clock 22 December 2014 • 4 min read

Managed solutions

Morningstar's Kemp: Risk targeting is lunacy

Morningstar head of portfolio management Dan Kemp has branded risk targeting strategies "lunacy", saying they force managers to sell assets at a time when investors will lose the most money.

clock 12 December 2014 •

Investment

Ex-Kleinwort Benson CIO joins Morningstar

Morningstar has appointed former Kleinwort Benson chief investment officer Jeremy Beckwith to lead its UK manager research team.

clock 18 November 2014 •

Bonds

Sector report: The challenges ahead for strategic bond managers

Sector report: The challenges ahead for strategic bond managers

clock 02 October 2014 • 6 min read

Equities

Sector report: Finding the bright spots in emerging markets

Sector report: Finding the bright spots in emerging markets

clock 03 July 2014 • 6 min read

Equities

UK equities: Tacking into the headwinds

UK equities: Tacking into the headwinds

clock 19 June 2014 •

Equities

Does the industry overestimate the importance of volatility?

Does the industry overestimate the importance of volatility?

clock 22 May 2014 •
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