Morningstar

Financial Advice
A focus on dividends is not likely to add value
There's nothing special about dividends except that they are a tax-efficient way to return capital to shareholders- but they are not income, they are just a return of capital.
Visit arrow right black
Investment Management
Key factors to consider when selecting thematic investments
Water, robotics, artificial intelligence, carbon capture and cryptocurrency are all popular themes - but what do investors need to consider before taking a thematic approach to investment?
Visit arrow right black
Financial Advice
AI Can Boost Dividends Too, Says Fidelity Manager
Fidelity Global Equity Income Fund manager Aditya Shivram reveals his winning picks among companies with the most generous dividends.
Visit arrow right black
Financial Advice
The Magnificent Seven Stock Rally Makes Sense
Earnings and the outlook for tech stock growth support the move higher in stocks.
Visit arrow right black
Financial Advice
Can small-cap stocks catch up in Japan?
Corporate governance reforms in Japan have been led by the larger capitalised stocks, with smaller companies previously under "no pressure to do a better job".
Visit arrow right black
Financial Advice
Where Can Active Funds Beat Passive Strategies?
There are key areas where active fund managers are finding opportunities.
Visit arrow right black
Financial Advice
It's not what central banks are going to do next, but what's priced into markets
Lenders are receiving high income rates right now and markets could be pricing in too many cuts, too soon, leading to more credit opportunities.
Visit arrow right black
Investment Management
Gilts are no longer a 'buy and forget' asset class
Investing in the once 'boring' UK government bond market has never been more popular but investors have a lot to consider outside of rates and inflation.
Visit arrow right black
Financial Advice
When Bonds Beat Stocks: Emerging Markets
Many have predicted emerging markets equities will outperform developed markets but how do they fare compared to their fixed income counterparts?
Visit arrow right black
Financial Advice
Bonds Are Still Too Expensive
The yields offered by bonds have become acceptable, but that's not the whole story.
Visit arrow right black
Investment Management
Index Funds Have Officially Won
The rise of indexing has done much to focus the minds of fund managers, advisers, and the end-client. AI is now doing exactly the same thing.
Visit arrow right black
Investment Management
Multi-asset investing poses unique challenges
From basic asset allocation strategies, market timing, diversification and more, we explore cross-Border EMEA allocation funds' performance.
Download arrow right black
Not a member yet?
Get access to all of the Investment IQ curated content completely free today
IQ logo