Morningstar

The 130/30 fund approach may sound good in theory but investors should look past the hype and take a sceptical approach, Morningstar says.

Departing Fidelity Special Situations manager Anthony Bolton is one of the big names at Morningstar's first Investment Conference for European advisers and institutional professionals.

Fidelity FundsNetwork has added 'traffic light-style' enhancements to its PortfolioPlanner tool, to help IFAs stay-up-to-date about potential risks to a client's asset allocation.

Russian moves to limit Ukrainian gas supplies might appear to the outside world to be merely a political move, but any decision to play politics in the current "energy wars" has far reaching and potential long-term consequences in the investment market....

Financial intermediaries could see clients facing an investment bubble similar to the tech stocks crash unless they pay closer attention to the sectoral content of each fund, suggests Morningstar.