Morningstar

Eight product launches, tweaks and updates advisers should know about

While all passives share a common objective, the underlying approaches can vary, writes Kenneth Lamont

Making sense of the disparity in Absolute Return

Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.

Managers are taking a fairly positive stance on Asia ex-Japan in 2015, but Simon Dorricott offers a word of warning...

This week's smartest investment commentary

Morningstar has launched a range of four real return portfolios as it further expands its discretionary management service.

From fee reductions and discount management, to more board scrutiny. Jeremy Beckwith analyses the changing story behind investment trusts in 2014...

Morningstar head of portfolio management Dan Kemp has branded risk targeting strategies "lunacy", saying they force managers to sell assets at a time when investors will lose the most money.

Morningstar has appointed former Kleinwort Benson chief investment officer Jeremy Beckwith to lead its UK manager research team.