Morningstar

Financial Advice
Retirement in Britain: a ticking timebomb
Britons are woefully unprepared for retirement as the dire impact of the cost-of-living crisis bites.
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Investment Management
Are SFDR Article 9 fund downgrades likely over?
The landscape of Article 8 and Article 9 funds has evolved amid persistent greenwashing concerns and regulatory uncertainty.
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Investment Management
The number of funds is too damn high
Investors are wading through the alphabet soup to find the right fund.
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Investment Management
Has a new bull market begun?
The jury is still out as to whether the next US bull run is underway because the market's rally remains exceptionally narrow.
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Investment Management
Where are the opportunities for multi-asset funds in a high rates world?
Investors in multi-asset income funds can benefit from an improved payout without their managers needing to take on excessive risks.
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Financial Advice
Why do exclusions in ESG still matter?
As ESG fights for relevance, decisive portfolio selection still plays a big role in shaping ethical strategies.
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Investment Management
Is European fixed income turning the tide?
After one of the most aggressive selloffs in recent decades, the repricing of European fixed-income markets last year resulted in an attractive entry point.
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Financial Advice
ESG investing: Finding clarity
At a time when ESG is becoming part of every investment decision, clarity around investor objectives, risk, and ethics is paramount.
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Investment Management
Are investors too pessimistic on U.K. homebuilders?
Current stock prices are simply too bearish for major U.K. homebuilders and investors stand to benefit from taking a contrarian position in the sector.
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Financial Advice
What advisers need to know about ESG reporting
Recent markets shifts have spurred further evolution of ESG reporting, so what do advisers need to know to stay on top of the advancements?
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