News, Comment & Analysis results for Morningstar

Investment Strategies
3 August 2026

HSBC's Private Bank, Wealth Arm Still Favours US Equities, Dollar

After a period of sharp selling of semiconductor stocks and continued geopolitical volatility,...

M and A
2 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – FactSet, TIFIN.AI

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Fund Management
22 June 2026

Insiders’ Guide To How Morningstar Analysts Evaluate Fund Managers

Our US correspondent examines what industry figures think is the best way to judge the skills and...

Investment Strategies
12 February 2026

Carmignac Upbeat On Emerging Markets In 2026; Makes New Hires

As wealth managers boost their exposure to emerging markets, which outperformed developed ones in...

Investment Strategies
5 January 2026

Focus On Sustainable Investment, AI And The Energy Transition – EdenTree

Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is...

ESG
28 November 2025

Green And ESG: Losing PR battle But Winning Global Capital Flows

Capital inflow to green finance continues to rise, belying certain concerns that this area has...

Strategy
24 April 2025

Tech Is Core Of Wealth Industry, Human Element Remains Vital – SEI

We talk to US-headquartered SEI and its private banking and wealth management head about...

New Products
17 March 2025

What’s New In Investments, Funds? – GROW, Aberdeen Investments

The latest news in investment offerings, financial products and other services relative to wealth...

Surveys
25 February 2025

ETF Demand Set To Rise In 2025 – Fidelity International Survey

Fidelity International has just released a study on future investment trends taken amongst 125...

Investment Strategies
20 December 2024

Fed Cuts Rates; Stance On Easing Clatters Stocks - Reactions

Comments made by the US Fed chairman that suggest limited further scope for rate cuts in 2025 went...

Comment & Analysis results for Morningstar