Morningstar

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".
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Financial Advice
Where Can Active Funds Beat Passive Strategies?
There are key areas where active fund managers are finding opportunities.
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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.
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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.
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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?
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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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