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Morningstar

Your profession

Half unprepared to pay for professional financial advice - study

A desire to be in control of their own finances is the most-cited reason among investors who declare they are unwilling to pay for professional financial advice, according to a poll.

clock 19 May 2014 •

Equities

Sector report: Will Europe be 2014's standout market?

Sector report: Will Europe be 2014’s standout market?

clock 17 April 2014 •

Investment

Sector report: Is it time to boost your UK property exposure?

SECTOR REPORT

clock 16 January 2014 • 5 min read

Equities

The best and worst funds of 2013

A year hyped as the start of a great rotation from bonds into equities actually saw more of a trickle out of fixed income, but it was not plain sailing for bond funds.

clock 18 December 2013 • 2 min read

Investment

Morningstar launches ratings for passive funds

Morningstar has launched qualitative research and ratings for passive funds, assigning a Morningstar Analyst Rating for 25 of the most popular index funds in the UK.

clock 03 December 2013 •

Fixed Income

Sector report: Four fund picks in the heavily-polarised strat bond space

STRAT BONDS

clock 21 November 2013 • 5 min read

Equities

Where did the smart money go in October?

TOP PERFORMERS

clock 07 November 2013 •

Adviser tips

Are you getting what you need from fund rating services?

THE SCORE

clock 24 October 2013 •

Wrap/platforms

Skandia links with Morningstar to ease client portfolio analysis

Skandia has integrated with the Morningstar Adviser Workstation in order to help advisers with client portfolios analysis.

clock 23 October 2013 •

Equities

Fidelity Special Sits downgraded following Shah announcement

Morningstar OBSR has downgraded the Fidelity Special Situations fund rating from silver to neutral following the announcement that Sanjeev Shah will be stepping down as manager.

clock 04 September 2013 •
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