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Morningstar: GuardCap vs. Fundsmith in global equities

The 2025 stock market got off to a turbulent start. The once unwavering confidence in U.S. equities—particularly the Magnificent 7—is beginning to show cracks. At the same time, European and Chinese stock markets have surged out of the gate, a scenario few investors anticipated at the end of 2024, given the prevailing narrative of American exceptionalism.

Morningstar: Robeco versus Blackrock in Financials

Investors have plenty of choices. The financial services sector encompasses a diverse universe from which portfolio investors can make their selections. Traditionally, banks and insurers dominate, but companies involved in payments, stock exchanges, capital markets, and asset management are also part of the broad range of investment opportunities.

Morningstar: playing chess with thematic funds rarely leads to profit

Thematic funds have grown significantly in size, number, and prominence globally over the past five years. Despite recent underperformance, these funds seem to maintain a lasting role in investors’ portfolios. Higher costs, greater volatility, and the slim odds of success do not deter investors from chasing popular investment trends.

Morningstar: Trump's victory boosts U.S. small caps

The election of Donald Trump as President of the United States brings a range of uncertainties. Only once more clarity emerges about the course that will be taken on key issues will the full impact of this election result on the U.S. economy, international trade, and geopolitical tensions become clear. However, this did not prevent investors in U.S. small-cap stocks from taking a speculative advance on favourable scenarios for them.