Morningstar

11 results

A scene from The Big Short (2015)

Michael Burry, the hero of The Big Short movie who became famous for his prescient bets against the US housing bubble, says financial markets are now (...)

The JP Morgan post on the floor of the New York Stock Exchange. In April,  the firm launched a European-listed ETF with a total expense ratio of just 0.04 per cent. Photograph: Brendan McDermid/Reuters

In the United States, as much money is now invested in passive funds as it is in active funds, according to fund group Morningstar. Active fund manage(...)

 Casual investors who noticed the sudden jump in 10-year returns might think 2018 was a spectacularly good year for stock markets, but that’s not the case at all. Photograph: David Karp/AP Photo

The global financial crisis is fading from the rear view mirror – good news for fund managers but potentially misleading for investors. The S&P 50(...)

Baillie Gifford selected Dublin after a lengthy search. It had also considered  Luxembourg

Baillie Gifford, one of the UK’s most successful asset managers, is to establish a Dublin offshoot to avoid being cut off from its growing number of E(...)

Women who do become fund managers tend to be given less responsibility than male fund managers

Globally just one in five fund managers is female. The figures in Ireland are even worse, with just one in nine funds being run by a woman. The few (...)

NYSE traders: Critics say cap-weighted indices run the risk of significant declines if a handful of constituent stocks tumble and that tracker funds will end up being too invested in overpriced stocks, and too little in underpriced stocks. Photograph: Brendan McDermid/Reuters

Traditionally, investors had two choices – track stock markets by buying low-cost index funds, or opt for more expensive active funds that try to beat(...)

Checking Japan’s Nikkei: buying unpopular stocks on the Japanese index between 1981 and 2010 returned 13.6 per cent annually, compared with a meagre 3.97 per cent for the overall market. Photograph: Toru Yamanaka/AFP/Getty Images

Assembling a portfolio of unpopular stocks might seem like an unconventional investing approach, but research indicates it may well be a winning one. (...)

In the US, almost $92 billion was withdrawn from active funds last year, while passive funds attracted inflows of $156 billion. In the UK, money flowed into passive funds but more than $17 billion was pulled from active funds. Photograph: Spencer Platt/Getty Images

If you can’t beat the market, track it. That’s the stance increasingly being taken by ordinary investors who, disillusioned by fund managers’ horrific(...)

Bill Gross, former co-founder and co-chief investment officer of Pacific Investment Management Company (PIMCO), speaks in Chicago earlier this year. Gross’ abrupt departure from Pimco, the giant bond firm that he co-founded more than four decades ago, was preceded by months of clashes between the star investor and the firm’s executive committee that got progressively worse, according to sources familiar with the situation. Photograph: Jim Young/REUTERS

Pacific Investment Management Co (PIMCO), seeking to calm investors after the surprise departure of co-founder and former chief investment officer Bil(...)

Michael Hasenstab of Franklin Templeton: reportedly holds more than a third of Ukraine’s international dollar bonds.

Investors have pulled $5.5 billion (€4 billion) from the funds of Michael Hasenstab, the star fixed-income manager at Franklin Templeton, amid (...)

  • 1
  • 2
  • Next
  • Last »