Active manager success rate worse than passive peers
It is more likely that passive funds will survive and generate a return in excess of their average active peers, according to Morningstar
Morningstar
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Fitch signs to PRI and establishes sustainable unit
Ratings agency has launched new Global Sustainable Finance unit as Morningstar prepares to revamp its sustainability fund ratings system
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European funds enjoy a comeback in July
Rising equity markets push AUM in open-end funds to record highs as passive funds see highest inflows since February
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Passive US equity funds outperform actives
Cheapest US equity funds have produced better returns compared to pricier active peers, according to Morningstar
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Brexit downturn could slow global growth
Investor consensus pegs recession for Q1 2020
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Worst performing European equity funds so far in 2018
Find out the five bottom funds from the sector which has seen €12bn of outflows in this year
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Belgian selectors undeterred by EM debt sell-off
Emerging market debt sentiment has suffered recently due to a few problem countries but opportunities still seen
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Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
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European ESG flows exceed €32bn in first half of 2018
It is only the second time in the past five years have net inflows have exceeded €30bn in any six-month period.
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Absolute return confusion lingers after Gam bombshell
Unconstrained fund range was available to retail investors despite inclusion of complex derivatives and currency swaps
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Hedge strategies popular despite underperformance
The long/short equity hedge sector has lost about 6.6% over the last three years, according to FE Analytics
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European fund flows plunge in June as investors shun risk
Japanese and European equity funds lead sell-off as investors avoid riskier assets, although US equity funds buck the trend