Index providers must adapt to new investment themes and strategies and avoid complacency, according to Morningstar.
Tag: Morningstar
Hong Kong’s fund fees too high
The power of bank distributors inflates mutual fund costs in Hong Kong and elsewhere in Asia, but regulators are getting tougher on transparency, according to a Morningstar report.
How far can new themes go?
Sector or thematic products accounted for nearly a quarter of the net redemptions in equity funds sold in Hong Kong during the first half this year.
Eastspring set to buy Thanachart Fund Management
It will be the second purchase of a Thai asset manager within a year by the Singapore-based firm.
Blackrock’s China equities head departs
Morningstar ends coverage of the flagship BGF China fund following Helen Zhu’s exit, citing concerns about investment process and a lack of confidence in the management of the fund.
Mixed reviews for Blackrock, Pimco EM funds
Morningstar emphasised the importance of management strength and stability in its June ratings review of mutual funds.
Complex H2O funds put under spotlight
H2O Asset Management’s stable of bond funds have posted stellar returns, but now they are under scrutiny as Morningstar places Allegro’s rating under review.
Morningstar Asia fund review – June 2019
Funds available in Asia from Capital Group, Invesco and JP Morgan were recently reviewed and rated by Morningstar.
As ESG products grow, greenwashing follows
Sustainable funds are multiplying, and Morningstar warns that some managers are only posing as ESG investors.
Thailand’s offshore funds up in Q1
Foreign funds sold in Thailand had an increase in NAV in the first quarter, while ESG fund assets were also up.
