Market Moves
Active Funds Still Are Losers, Malkiel Says
Contrary to current predictions, pandemic-propelled volatility won’t finally let them outshine index portfolios, passive investing’s father argues.
Tag: Morningstar
Regulation
Morningstar to Pay $3.5 Million SEC Conflict of Interest Penalty
Analysts conducted both sales and ratings operations, the US securities regulator said.
US Sustainable Fund Investment Soars to Record High in H1 2019
The $8.9 billion in inflows in the first six months smashes 2018’s full-year record.
At Morningstar: Using Factors in Fixed Income Investing Remains Difficult
Equity strategies may not stand up to the complexity of the fixed income markets.
Newsmakers
At Morningstar: Asness Has No Simple Answer to Quant Strategy Losses
AQR CIO says firm is sticking with strategy until proven otherwise.
At Morningstar: Bond Fund Managers Suggest Investors Build Liquidity
One sees parallels to 2007 in current market conditions.
At Morningstar: PIMCO CEO Sees Growing Business in Private Credit Market
While currently a small part of overall business, private credit could help pension funds meet returns.
At Morningstar: Heavy Corporate Debt Could Affect Equities
Corporate debt could hit ‘wall of maturity’ in a few years, Morningstar panelists say.
At Morningstar: ETF, Mutual Fund Securities-Lending Programs Coming Under Scrutiny
Practice seen as less risky as it was before the financial crisis.
Morningstar: PIMCO Bounces Back
Performance-based model, new leadership strengthens position.