Morningstar

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Are ethical investing considerations a luxury in the current environment?

It had looked like 2020 would be a big year for the ESG (environment, social, governance) industry. Now the sole topic of conversation among investor(...)

A report from investment management firm Neuberger Berman detailed how the company uses such non-traditional data. Photograph: iStock

Thinking is expensive, and you often don’t get what you pay for. That, more or less, is why actively managed funds have such trouble matching the retu(...)

The Fearless Girl statue in front of the New York Stock Exchange. The S&P 500 soared by 9.4 per cent  on Tuesday despite the bear market. Photograph: Angela Weiss/AFP via Getty Images

You can lose lots of money quickly during bear markets but the reverse is also true. That was certainly the case last Tuesday, when the S&P 500 so(...)

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. (...)

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