Morningstar appoints new equity research director
Research and ratings house, Morningstar Australasia, has appointed a new director of equity research for Australia and New Zealand.
The company announced today that Carolyn Holmes had been appointed to the Sydney-based position and would lead a team of 20 analysts and oversee Morningstar's Australian and New Zealand equity research, including the development of institutional-quality company reports, analyst notes, pick lists, and industry and sector research.
Holmes will report to Morningstar's Global Head of Equity Research, Michael Holt.
The company also announced that Joel Bloomer, formerly Morningstar Head of Equity Research, Asia-Pacific, had taken on a new role as Head of Discretionary Equity Strategies in Morningstar's Sydney-based investment management team.
Bloomer reports to Andrew Lill, Morningstar Investment Management chief investment officer, Asia-Pacific.
Holmes was previously employed at JP Morgan.
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
