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Apr 26, 2024 | 
morningstar.co.uk | Christopher Johnson
Active exchange-traded funds are becoming more popular, but, as Morningstar's Monika Calay says, there's still plenty of runway left
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Apr 24, 2024 | 
morningstar.co.uk | Christopher Johnson
Morningstar's report Active ETFs in Europe: Small, Shy, and on the Rise shows the number of active ETFs available is growing. Will that continue?
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Jan 30, 2024 | 
morningstar.ca | Christopher Johnson
The US is famous for its love of big vehicles, but it's the pickup truck that holds a peculiar place in the hearts of millions of its citizens. According to data from advertising agency Hedges & Company, in 2022 and 2023, respectively, manufacturers registered a whopping 2.7 million and 2.8 million pickup trucks in the country. The Ford (F) F-Series claimed the top spot as the best-selling truck for the 48th year running.
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Jan 29, 2024 | 
morningstar.co.uk | Christopher Johnson
But there's one brand attempting to dislodge Ford's dominance with a green alternative. Founded by chief executive Robert Joseph Scaringe, Rivian is the electric vehicle manufacturer focused on revolutionising what Scaringe says is "the least efficient vehicle on the road". Referencing the "gorpcore" clothing brand beloved of urban millennials, he describes Rivian as the Patagonia of pick-up trucks: luxury adventure vehicle; good for the environment. This is a compelling story.
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Jan 17, 2024 | 
morningstar.co.uk | Christopher Johnson
From the December 17 to the present day, only three Morningstar UK equity categories have achieved a positive return rate. But they barely scraped over zero. The Morningstar UK Large Cap, UK Large Mid-Cap, and UK Sustainable categories returned 0.54%, 0.04% and 0.71%, respectively. Small Cap Stocks Under PressureHowever, small to medium-sized businesses have fared worse with the Morningstar UK Small Cap category reporting a loss of -0.77% and the Morningstar Mid Cap category losing 1.81%.
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Dec 19, 2023 | 
citywire.com | Christopher Johnson |Olivia Bybel |Algy Hall |David Stevenson
Hit by ballooning interest rates and cost reforms , investment trusts are now trading at discounts not seen since the global financial crisis, with the average investment company discount sitting at 16.3%. Mike Neumann, head of investment management at EQ Investors, believes this is because investors are shunning trusts in favour of safer income opportunities elsewhere – such as in gilts.
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Dec 10, 2023 | 
citywire.com | Dylan Lobo |Christopher Johnson |Caroline Hug |Michelle McGagh
Sarasin & Partners has bolstered its team with the addition of two investment professionals. Edward Lloyd joins the firm as a senior investment manager from Quilter Cheviot where he spent six years managing investments for clients ranging from trusts and charities. Lloyd will work alongside Ben Gilbert, senior associate partner, to build the firm’s model portfolio service (MPS).
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Dec 7, 2023 | 
citywire.com | Olivia Bybel |Christopher Johnson |Caroline Hug |Dylan Lobo
Parmenion investment director Meera Hearnden has cut her allocation to Schroders’ flagship European equity fund in favour of a vehicle with a stronger value tilt. The £662m Schroder European fund, which underperformed its Citywire sector over the past three years, was ‘too growthy’ for the fund selector and she felt it was making the least impact in portfolios.
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Dec 5, 2023 | 
citywire.com | Christopher Johnson |Caroline Hug |John Schaffer
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Dec 5, 2023 | 
citywire.com | Christopher Johnson |Olivia Bybel |Michelle McGagh |John Schaffer
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly. These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites.
