China’s AI breakthrough causes US tech stock tumble
DeepSeek’s ChatGPT-like model could rewrite the investment case for AI, according to Morningstar’s Kenneth Lamont
Morningstar
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115 funds drop ESG from branding in 2024
A further 30% to 50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025
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Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
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Franklin Templeton launches US dividend ETF across Europe
ETF to track the Morningstar US Dividend Enhanced Select Index
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Morningstar: Time to look beyond the US
Overlooked equity markets around the world offer much cheaper entry points than expensive US stocks, writes Mike Coop
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade
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Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
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Global climate funds on brink of first year of outflows on record
Global climate assets up 6% in first nine months of 2024
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Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood
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European-domiciled long term funds attract €62.6bn for October
Active equity and fixed income funds saw positive inflows for the month
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Eurozone inflation ticks up to 2%
European inflation accelerated quicker than expected from the 1.7% recorded in September