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Morningstar

  • Annus horribilis for ESG but the night is darkest before the dawn

    Annus horribilis for ESG but the night is darkest before the dawn

    UK stocks are down 4.3% this year but their sustainable peers have dropped 11.4%

    November 22, 2022
  • How to spot the US small-cap stars

    How to spot the US small-cap stars

    This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy

    November 17, 2022
  • Morningstar lifts lid on unicorns with industry-first indexes

    Morningstar lifts lid on unicorns with industry-first indexes

    The first daily-published benchmarks for privately held companies with a market cap of more than $1bn

    November 10, 2022
  • Storm warning as money pours out of UK equities

    Storm warning as money pours out of UK equities

    As investors lose faith in UK equities, and against a backdrop of market uncertainty and political turmoil, it remains to be seen what will tempt them back to the sector

    October 19, 2022
  • The shifting landscape of renewable energy

    The shifting landscape of renewable energy

    The Ukraine crisis looks to have exposed the naivety of energy policy across the globe but could a more robust, better-considered approach now take its place?

    October 12, 2022
  • Credibility issues put bond investors off UK

    Credibility issues put bond investors off UK

    JP Morgan AM and Jupiter managers among those reluctant to tap into climbing gilt yields

    October 7, 2022
  • Bank of England gilt buying spurs confidence amid fiscal fragility

    Bank of England gilt buying spurs confidence amid fiscal fragility

    Central bank’s intervention may have calmed markets, but clouds linger on the horizon

    October 5, 2022
  • Why market mispricings exist

    Why market mispricings exist

    GameStop ‘activists’ were able to make a usually efficient market stray far from its fundamentals

    September 23, 2022
  • Which nine US sustainable funds have posted positive returns this year?

    Which nine US sustainable funds have posted positive returns this year?

    Majority of top performers fall into Morningstar’s clean energy category

    August 18, 2022
  • Dan Kemp: The most vital question ever put to me as a portfolio adviser

    Dan Kemp: The most vital question ever put to me as a portfolio adviser

    By focusing on an individual rather than a group, professional investors can reduce the psychological distance to those they are trying to serve

    August 12, 2022
  • Morningstar’s Mike Coop: Are markets heading from boom to bust?  

    Morningstar’s Mike Coop: Are markets heading from boom to bust?  

    Cryptocurrency craze reminiscent of speculative mania that created the dotcom bubble

    June 23, 2022
  • Morningstar pulls trigger early and boots two funds from II’s ethical buy list

    Morningstar pulls trigger early and boots two funds from II’s ethical buy list

    A review wasn’t due until Q4 but torrid market conditions pushed it to move sooner

    June 22, 2022

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