In the new February/March issue of Morningstar Magazine you can see how fees can be a consistent predictor of performance, if a company can be measured solely by its stock returns and whether ETFs or index funds offer investors the cheapest price tags.
Read the latest Morningstar Magazine
In the new December/January issue of Morningstar Magazine you can see how history will view the fund industry’s current embrace of alternatives, how investors are finding the long-term growth in Africa hard to ignore and how accelerated stock-price increases can lead to drops and poor future performance.
Read the latest Morningstar Magazine
Following the Morningstar OBSR Analyst Ratings Meeting on 11th September 2014, we have changed the Ratings awarded to the following funds:
– BlackRock Global Funds US Basic Value
– Davis Value
We have awarded a new Rating to the following fund
– Polar Capital North American
Click here to read the complete Global Fund Ratings Update
Every month Morningstar issues the Global Investment Summary, a report which details the current economic global outlook.
While there is little doubt that global growth in the latter half of 2014 should show a decent improvement on a very variable first half, more recent data suggests that the US and China will be the key locomotives of world growth in the second. It had earlier been hoped that a more synchronised recovery would enable the world economy to achieve above trend growth in the later part of the year but this now appears unlikely. Read full report
Read previous versions of the Global Investment Summary
Click the video below to see some highlights from the Morningstar Investment Conference 2014
https://vimeo.com/morningstarvideo/review/98957953/2850cbf4ff
Following the Morningstar OBSR Analyst Ratings Meeting on 14th August 2014, we have changed the Ratings awarded to the following funds…
(Click the link below to access the latest fund ratings report)
http://media.morningstar.com/uk/fund-ratings-update/september.pdf
In the latest issue of the Morningstar Magazine you can read about why common assumptions of how much income a retiree will need don’t always work.
Retirement is the most expensive lifetime “purchase” made by most people. Therefore, it makes sense to understand how much retirement is actually going to cost, but it’s a complex calculation. We will briefly explore some common assumptions used when estimating the cost of retirement – such as generic replacement rates of 70% or 80%, the idea that retirement spending increases annually by inflation, and that retirement lasts 30 years – and find that these assumptions often do not pan out.
Read the full article – True cost of retirement__
Every month Morningstar issues the Global Investment Summary, a report which details the current economic global outlook.
Following a very weak start to the year – global growth advanced at little more than around a 1.8% annualised rate in Q1 – a rebound in world activity now appears well underway. As expected, some of the main drivers of the early year slowdown have proven to be temporary, but, even so, the Q2 recovery is somewhat mixed with forecasts easing in a number of regions during July but released figures surprised positively. Global GDP is now forecast at around a 3% pace in Q2, still well below trend. Read full report
Read previous versions of the Global Investment Summary
New analysis from Morningstar reveals investor interest for Exchange-Traded-Products (ETPs) in Europe has taken a dramatic upswing in the first half of 2014. According to preliminary data calculated by Morningstar, the European ETP market received EUR 22.9bn in net inflows in H1 2014. This more than doubles the total net inflows for the whole of 2013 and stands just EUR 4.3bn shy of that for the whole of 2012. Meanwhile, total assets under management in ETPs at the end of H1 2014 stood just under EUR 342bn, up from EUR 302bn at year-end 2013.
Morningstar has investment experts in 27 offices around the world. We are bringing together their insights into a global Morningstar magazine aimed at all types of financial professionals including advisers. The magazine reflects our global reach, demonstrating the full scope of our independent thinking and original research. In the latest issue you can among other things learn more about the behaviour gap or learn about why Japan is heading in the same direction as Greece.
We’re excited to launch a number of new features. We added a global investment roundup and a new column from John Rekenthaler. In the next few months, we’ll also be launching an interactive tablet version of the magazine. Access the online Morningstar Magazine
