A different perspective on third quarter markets, a new way to
measure fund companies, and great charts to share with clients. To
help you stay up-to-date on what your peers are reading, we’ve
compiled a roundup of the top five investment themes that asset
managers are reading about in Research Portal within Morningstar Cloud.
5 investment themes that asset managers were thinking about
Which fund companies rank best when it comes to ratings,
performance and flows? Morningstar’s Fund Family 150
provides a comparison of the 150 largest asset managers. This
report, which is available to only Morningstar Cloud and clients of Morningstar
Research Services combines qualitative analysis from Morningstar's
manager research group with data-driven analysis from our Due
Diligence Scorecards to illuminate performance, rating, and asset
flow trends. Read why Dodge & Cox claims the top spot. Sign in to get access or take a free trial.
Are liquid alts funds worth it? Mutual funds
offering alternative investing strategies have multiplied, but are
these strategies helping investors? This in-depth white paper examines two questions.
First, how to evaluate the range of approaches among liquid alt
funds. And second, whether these funds are offering value as
portfolio diversifier? Read an overview of our research on the
Do you know your fund company’s average fund
rating? Morningstar’s quantitative research team recently
put the Morningstar Quantitative RatingTM for
funds to work in new ways. One takeaway: By combining our
fundamental analyst-driven fund rating with the Quantitative Rating,
it’s possible to create an average fund rating for a money manager
and track whether the firm’s fortunes are improving or declining.
Read our analysis of how the rating has performed
in its first year.
The latest on ETF trends, brought to you in 10 charts.
The investor love-affair with exchange-traded funds is
continuing, but it’s not as torrid as it was in 2017. In Morningstar
Cloud, we’re bringing to you more of our data through
quick-to-digest charts and graphics. This piece looks at the top
asset-gathering stock and bond ETF categories, active versus passive
trends and which fund companies are tops in bringing in new investor
money. Sign in to get access or take a free trial.
Some active bond funds are bucking the active/passive trend.
While conventional wisdom has turned against active
management in many corners of the market, the managers of
intermediate bond funds are proving the naysayers wrong. Morningstar’s Active/Passive Barometer
measures active managers against comparable passive strategies,
meaning it’s the best way to view performance of an actively-managed
strategy in the same way that an investor does—against other
possible investment choices. The in-depth report available here
takes a detailed looked at performance trends. Read highlights from the most recent report,
including the good news for some active bond funds.
The Research Portal makes it easy to access
Morningstar’s research and commentary from our expert teams of
manager, stock, and credit analysts. Get a free trial of Morningstar Cloud to
access more of the latest investment themes. All articles are
available to current Morningstar Cloud subscribers.
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