Morningstar
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Investors pull £63bn from active funds following MiFID II
By Imogen Tew
November 28, 2019, FT Adviser
Investors have pulled an average of £3.5bn a month from active funds since MiFID II rules highlighted the extra cost of active …
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Fidelity, T. Rowe Win Preliminary OK on New Stock Picking ETFs
By Justin Baer and Dawn Lim
November 14, 2019, The Wall Street Journal
Fidelity Investments and T. Rowe Price Group Inc. were among the firms that won preliminary regulatory approval …
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Morningstar takes aim at rating giants with $669m DBRS deal
By Richard Henderson and Peter Wells
May 29, 2019, Financial Times
Morningstar, the financial data company, has redoubled its efforts to crack the credit ratings business with a deal to …
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Morningstar: European ETF assets to hit €2trn by 2024
By Tom Eckett
May 16, 2019, ETFStream
Morningstar has predicted assets under management European-domiciled ETFs will almost triple to hit €2trn by 2024 due to favourable regulatory changes, innovation and …
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Asset managers preparing to launch nontransparent ETFs
By Jeff Benjamin
May 1, 2019, InvestmentNews
Financial advisers would be wise to start boning up on the ins and outs of nontransparent exchange traded funds, because they might be …
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£3.6bn Stuck in U.K. ‘Orphan Funds’, Warns Report
By Kate Beioley
February 22, 2019, Financial Times
Almost £4bn of U.K. investors’ money languishes in so-called “orphan funds” — sub-scale funds with persistently low inflows and often high charges. …
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This Options Bet Helps Tame Markets, but There Are Risks
By Gunjan Banerji
February 11, 2019, The Wall Street Journal
More investors are selling options in a bid to boost returns, a shift that traders say is helping to tamp …
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Morningstar Says Investors Rushed the Exits in 2018
By Jeff Benjamin
January 17, 2019, InvestmentNews
Investors ran for cover in 2018, according to the latest data from Morningstar showing last year’s level of net inflows into U.S. mutual …
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ETFs, Mutual Funds See Sudden Drop in Money Flowing In
By Dawn Lim
December 26, 2018, The Wall Street Journal
The investor pullback from the asset-management industry in 2018 is the most severe since the last financial crisis, a sign …
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Banks Are the Largest Holders Worldwide of Leveraged Loans and Collateralized Loan Obligations
By Mayra Rodriguez Valladares, MRV Associates
Originally published in Forbes
Bank of England research shows that the share of corporate debt owed by highly leveraged companies across major advanced economies …
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