What’s causing the decline in UK investment fund launches? September 19, 2024 The number of actively managed funds launched in the UK is dropping, fast. While the number of passive funds, which track indexes, has been fairly consistent recently, the number of active ones has almost halved in the last five years, from 146 in 2018 to just 79 last year. What’s worse, only 32 have been [...]
Why bond funds just had their best month in five years August 20, 2024 Bond funds just recorded their highest monthly inflows in the last five years, as investors flocked to the safe havens in anticipation of the market crash in August. European investors poured €32.3n (£37bn) into fixed income funds during July, data from Morningstar revealed. “This surge reflects a strong appetite for fixed-income strategies amidst varied global [...]
Magnificent Seven market concentration is a problem everywhere, not just on Wall Street July 31, 2024 ‘Market concentration’ is a phrase on the lips of a lot of the market right now, especially as the Magnificent Seven tech stocks continue to swell in size. The Magnificent Seven is made up of the Big Five tech stocks; namely Alphabet, Amazon, Apple, Meta and Microsoft, plus Nvidia and Tesla. Making up more than [...]
FTSE 100 funds bled £2bn in June, but who is losing out? July 22, 2024 UK large cap funds, which invest in FTSE 100 companies, saw investors pull over £2bn from them during June, as losses began to concentrate in a select few asset managers.
Nick Train’s Lindsell Train Global Equity fund downgraded after years of poor performance July 17, 2024 Nick Train's performance has left much to be desired over the past five years.
Good news doesn’t last as UK funds return to the red June 24, 2024 Investors withdrew £1.3bn from UK funds throughout May, ending the month of strong performance that the sector saw in April.
Arm shares droop as US-listed British chip designer misses ‘thin’ margin for error May 9, 2024 British chip designer Arm has seen a boost in revenue thanks to soaring demand for AI across the global economy.
Cathie Wood on losing $14bn, Trump and where the UK has an edge over the US April 24, 2024 Cathie Wood has an answer to those accusations that her investment firm lost billions of her investors’ money investing in tech stocks.
From analyst to boss: Morningstar chief talks AI, sustainability and what elections could mean for equities February 10, 2024 Morningstar owns Sustainalytics, one of the largest environmental, social and governance (ESG) data providers, and used the popularity of the trend to capitalise on providing a wide range of data on sustainable funds.
ESG Backlash: Investors are pulling more cash from sustainable funds than they’re putting in January 25, 2024 Sustainable funds saw their first net redemptions ever in the last quarter of 2023, according to a report from Morningstar, as further questions are asked over the value of ‘ESG’. Environmental, social and governance- focused funds experienced $2.5bn (£1.96bn) of outflows, as US investors pulled a record $5bn from sustainable funds, while European investors still [...]