Ronald van Genderen is a senior manager research analyst at Morningstar. Morningstar analyzes and rates investment funds based on quantitative and qualitative research. The firm is a member of Investment Officer’s expert panel.
Top 5 European Mid Cap Shares: DWS in the lead
With investors’ appetite for risk diminishing, equity markets are having a tough time this year. Despite a war raging on Europe’s external borders, European shares are holding up relatively well. However, this mainly applies to so-called large-caps, because shares of smaller companies are deeper in the red.
Investors have become increasingly risk-averse this year and have sold off shares worldwide. Rising inflation, falling economic growth, the prospect of interest rate increases and geopolitical tensions do not bode well for risky investments.
Top-5: the largest Article 9 ‘dark green’ impact funds
The introduction of the EU Sustainable Finance Disclosure Regulation should enable investors to better assess investment funds on their sustainability merits. The framework divides the fund landscape into three groups, with so-called Article 9 funds designated as the most sustainable, or dark green funds.
Top 5 emerging markets shares: Nordea 1 in the lead
For emerging countries, the first quarter of 2022 was dominated by the war in Ukraine unleashed by Russia. Equities from Russia itself suffered particularly badly. Various index compilers, including MSCI, have removed Russian shares from all their regional indices. At a price of 0, the MSCI Russia index has suffered a loss of 100 percent this year.