Morningstar

Financial Advice
Bonds Are Still Too Expensive
The yields offered by bonds have become acceptable, but that's not the whole story.
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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.
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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.
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Investment Management
UK Tech Giant Hiding in Plain Sight?
LSEG isn't immune from the various criticisms levelled at the UK's pedestrian markets. So why does its share price continue to creep upwards?
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Financial Advice
Year of The Dragon: Cautious But Excited on China?
Given the risks, MIM is still exercising a degree of caution in the amount of capital it has deployed in the market.
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Financial Advice
Water investments deserve a second look
As Thames Water faces continual scrutiny over its environmental impact, there could be some utility companies worth sticking with.
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Financial Advice
FCA Clampdown Could Affect 300 Funds
More 'no' votes by US funds on key ESG resolutions contrasts with continued backing from European money managers.
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Investment Management
Could value stocks rebound this year?
Value stalwarts have mostly the broader market for years, but the right conditions could lead to a breakout for under-loved companies.
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Investment Management
Just say no
Vanguard's decision not to offer Bitcoin spot ETFs may raise eyebrows, but sometimes it's best to just say no.
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Financial Advice
Global dividend funds beat local
Investors remain keen on active global equity income funds, but passive strategies are gaining ground.
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Investment Management
Bullish on Bullion
Given ongoing geopolitical fragmentation, institutional purchases of gold will remain elevated.
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Financial Advice
Mega themes: AI, Sure, But What Else?
There are plenty of thematic stories on the horizon, the only question is which ones will dominate this year.
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