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Morningstar: Montanaro versus Van Lanschot Kempen in European smallcap equities

In recent years, global equity markets have been driven by the performance of largecaps, particularly in the technology sector, leaving smallcaps behind. That was the case in 2024, for example, when the Morningstar Global TME Index gained 25 percent while the Morningstar Global Small TME Index managed only a 16 percent increase.

Morningstar: JPMorgan vs. Polar Capital in emerging markets equities

Emerging markets extended their strong start to the year with another solid quarter. The Morningstar EM TME Index rose nearly 3 percent in Q2, outpacing the Morningstar Global TME Index, which gained 2.5 percent. As a result, emerging markets have now widened their outperformance over developed markets to nearly 4 percent year to date.

Morningstar: Blackrock versus Polar in alternative energy stocks

For investors in alternative energy companies, the election of an American president whose slogan is “drill, baby, drill” was bad news. Since Donald Trump won the election on November 6 and became the 47th president of the United States, funds in the Morningstar Equity Sector Alternative Energy category have significantly underperformed global equities.

Morningstar: Capital Group vs Fidelity in emerging market equities

With a loss of approximately 1 percent in euros during the fourth quarter, emerging markets ended 2024 on a slightly negative note. Although the year delivered a return of 14 percent, the emerging markets index lagged behind the global index, which achieved a return of 25 percent.