Benelux pension funds are major contributors to US private equity bonuses
Research by Ludovic Phalippou of Oxford University reveals that Benelux pension funds are the third largest sponsors of performance bonuses for US private equity firms.
High interest rates as an explanation for strong economy? Nonsense!
Financial markets and economies are often inscrutable. As an investor, you just have to put up with that.
Fund Radar: Why investors bet big on underdog funds despite odds
The surge in global equities is primarily driven by large-cap stocks. Smaller companies have not fared as well, and this disparity has persisted since 2021, Morningstar Fund Radar’s analysis shows.
Fund flows: iShares leads in May, CS biggest laggard
iShares funds topped the list of asset-gatherers last month, while funds offered by Swiss bank Credit Suisse led those facing significant redemptions, according to data compiled by Morningstar.
Efama: Vigilance needed as funds thrive on non-EU investors
How non-EU investors drive growth in European funds and why vigilance remains crucial in the European investment landscape.
CFA analysts support better governance in private markets
CFA analysts support better governance of private markets.
Vive la sixième république!
Never before have there been so many elections in a single year, and yet another one looms.
ESG funds brace for $40 bln outflow as new EU rules loom
Investors in European ESG funds could be in for a rude awakening as new guidelines from the European Securities and Markets Authority (Esma) threaten to upend the industry, according to Morningstar.
Vive la France!
The European election results have sent shockwaves through traditional media and financial markets alike, primarily due to the significant shift towards right-wing parties.
Morningstar Fund Radar: US large-cap value equities
There remain dedicated value investors who, with relentless perseverance, scour the US stock market in search of overlooked gems that can shine once again.