The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.
Tag: Morningstar
Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders.
Asia ex Japan equities: abrdn versus Schroder
As part of FSA’s head-to-head series, we compare the abrdn Asia Pacific Sustainable Equity fund and the Schroder ISF Asian Opportunities fund.
The FSA Spy market buzz – 25 October 2024
Hong Kong ETF in the Arabian dunes, AllianzGI weighs its options, Morningstar’s ESG fund gloom, The appeal of Brics, The Economist’s contrarian dollar, Nvidia and Tesla and much more.
Morningstar: Thematic fund assets double in past five years despite volatility
However, the sector has experienced volatility and inconsistency.
Morningstar sees a structural shift in Asean investment landscape
New economy stocks are shifting the composition of Southeast Asia’s investible universe, says Morningstar.
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio services labelled by their providers as active have declined to 48% of Morningstar’s database at the end of July 2024.
The FSA Spy market buzz – 23 August 2024
Covered Calls in the S&P 500, Dr. Doom wants to invest, How many fund launches? Vanguard’s unstoppable machine, Jerome Powell speaks, Fund flows in Singapore, Germany’s mistake, advertising and much more.
Singapore funds enjoy strong inflows in second quarter of year
Bond funds remain Singapore investors’ favourite asset class, Morningstar finds.
