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MORNINGSTAR
Funds management
Index funds benefit as investors look overseas amid concerns over bond fund returns....
People & Products
Investment researcher Morningstar’s current chief executive officer Anthony Serhan will now be managing director of research strategy, Asia-Pacific for Morningstar’s glob...
Financial planning
Morningstar has named current CEO Anthony Serhan as managing director of research strategy Asia-Pacific for Morningstar's global research group. ...
Editorial
It can seem that deficits outweigh the benefits when it comes to investing in emerging markets at present but, as Milana Pokrajac reports, while some of the emerging mark...
Financial planning
Former AMP Capital and Russell staffer Andrew Lill joins Morningstar’s Ibbotson as CIO, Asia-Pacific....
Funds management
Record growth in the ETF industry is not expected to dampen the appeal of the investment vehicle in 2014. ...
Funds management
Interim results of the Morningstar Australian Institutional Sector Survey show Australian shares finished the year on a positive note, with the S&P/ASX300 Index returning...
Editorial
The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....
Funds management
A closer look at the seemingly strong growth of the Australian managed fund sector reveals weak flows across most major sectors, report says....
Editorial
Equity income funds may not live up to their hype, writes Morningstar's Kathryn Young. ...
Editorial
This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...
Editorial
Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...
Funds management
The domestic Exchange Traded Fund (ETF) sector has grown rapidly in the last quarter, thanks to a spike in the Australian stock market, Morningstar has revealed. ...
Editorial
With both bonds and equities looking set to struggle if inflation rises, it will be important to limit exposure to them via diversification and dynamic asset allocation, ...
Editorial
The Asian equities market is vulnerable to US quantitative easing in the short term, but the market itself is very diverse and the longer-term outlook stronger. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...