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Europe Open-End and ETF Flows
What do Europe's fund flows reveal?
From fixed income to ETFs, Morningstar examines the investment trends driving fund flows across the continent....
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Professional Investors
There's more to 'value' investing than valuations
'Value investing' is more than simply buying low-price stocks
Why low-cost stocks are not necessarily good investments.
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Professional Investors
Last Orders? The Capital Cycle in American Whiskey
Last orders for American whiskey?
Can today's whiskey downturn create tomorrow's opportunities?
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Professional Investors
Drivers, Dynamics, and Opportunities: Emerging Markets Go Their Own Way
Emerging markets: Drivers, dynamics and opportunities
Why should investors take a more differentiated, country-specific approach to emerging markets?
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Professional Investors
The enduring case for global equity income
Why does global equity income still matter?
Income strategies still make sense for equity investors seeking diversification.
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Professional Investors
Seeking Steady Income in an Unsteady World
Seeking steady income in an unsteady world
AllianceBernstein Portfolio Managers Karen Watkin and Fahd Malik set out four pillars for constructing...
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Professional Investors
Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets
Energy markets are walking a tightrope, and the safety net has gone
With supply buffers exhausted and three separate geographies adding to the pressure, PIMCO sets out why...
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Professional Investors
Four charts that expose market concentration risk
How AI-driven market concentration is reshaping index risk
Capital Group looks at four charts that put today’s market concentration in perspective and underscore...
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Professional Investors
Equal-weight US equities are ahead YTD. What changed?
Equal-weight US equities are ahead YTD. What changed?
Concentration risk, shifting sector leadership and a valuation gap are prompting a fresh look at how...
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Professional Investors
High Yield Happenings: The pragmatic way to boost returns from your cash allocation
Can high yield improve cash returns?
Jack Holmes, Fund Manager at Artemis, explores how short-dated high yield can enhance a cash allocation....
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Professional Investors
How Big Is Too Big for an Equity Strategy?
Assessing when fund size erodes investment edges
Discover the three lenses Morningstar uses to evaluate equity funds.
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Professional Investors
The hunt for alpha in frontier markets as EM debt recovers
Frontier markets: A rich hunting ground for alpha
EM debt has recovered from March weakness, as investors refocus on frontier market opportunities despite...
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