Savings, Mutual Funds or ETFs? End of arm wrestling
The asset management industry is looking for a new balance, for which performance, costs and information asymmetries can make the difference: this is what Morningstar's analysis says.
Savings, in London how many opportunities on the stock exchange
FROM MORNINGSTAR.IT - Despite the unknown Brexit, multinationals are less dependent on the British domestic economy and could benefit from the devaluation of the exchange rate. British American Tobacco and GlaxoSmithKline are some of Morningstar's best ideas.
Savings, guide to small size diversification
From the Morningstar.it website - The analysis of the correlation indices shows that Mid and Small Cap shares can be useful in building portfolios that are less sensitive to global market trends. Here are some investment ideas, based on Morningstar research.
Savings, 3 ways to prepare for rate hikes with ETFs
FROM MORNINGSTAR.IT - The first tightening of the ECB could arrive towards the end of the year, but the markets generally move in advance. Replicant funds can help shelter: here's how
Investing in the stock market: watch out for telecommunications and health stocks
FROM MORNINGSTAR.IT - Despite the declines in the first quarter, the market as a whole remains overvalued. Opportunities, Morningstar analysts say, are to be found among TLCs and in health. Basic and industrial materials, they add, are to be avoided.
Savings, mutual funds do better than ETFs
FROM MORNINGSTAR - The Morningstar Barometer reveals that active funds performed better than ETFs in 2017 if, in addition to performance, costs and survival rates are also evaluated, which are higher if the fund costs…
ETFs, record equity and superstar equity funds
From MORNINGSTAR - The independent asset management company estimates total assets of European ETFs in excess of 670 billion at the end of 2017. Equities account for the lion's share of flows, but bonds have higher growth rates.
Equity funds, too emerging where you don't expect it
FROM MORNINGSTAR.IT - The assets of developing countries are not suitable for more cautious investors who, however, risk finding them in instruments in which they should be almost entirely absent. As, for example, in global funds.
ETF, the market leader remains iShares (BlackRock), followed by the funds of Deutsche Bank and SocGen
From MORNINGSTAR.IT - A Morningstar study estimates that 46,4% of the market is in the hands of iShares. There are few marriages between broadcasters, while operators from the world of active management arrive. The physical replica represents 77% of the total masses.
Pension funds, how much costs count on returns
FROM MORNINGSTAR.IT - The supplementary pension funds have very different commission profiles depending on their type and investment policy. Costs are among the factors that most affect final returns - Plus the period of…
Savings: the red lights that avoid investment mistakes
FROM MORNINGSTAR.IT - Timing errors and fads can harm returns more than market performance. A Morningstar study teaches where to turn on the red lights in financial investments.
Millennials, retirement is not a mirage
From Morningstar.it - The majority of people aged between 20 and 35 are aware of the fact that public allowances will not be sufficient once working age ends, yet very few young people invest in social security instruments. The key is…
ETFs to manage liquidity in volatile markets
FROM MORNINGSTAR.IT - 17 replicating funds dedicated to the money market or very short-term bonds are listed on Borsa Italiana - Here's how they work and their performance
Morningstar Barometer: ETFs Beat Mutual Funds
From Morningstar.it - In the United States, the success rate of active funds has decreased compared to a year ago. The segment most in difficulty is that of large caps. Passive funds do better