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Morningstar

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 •

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
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