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News & Research
Most Recent News & Research
December’s severe losses were followed by an equally sharp rebound in January of the new year, as investors returned to battered markets encouraged by positive macroeconomic news flow.
The growth of sustainable investing in recent years has been nothing short of spectacular, propelling this market segment from the fringe to center stage.
Total assets in exchange-traded funds (ETFs) and similar products broke a new record in 2018 in spite of falling equity markets, as investors turned to a growing range of offerings.
The years-long equity bull market abruptly came to a near-end in December as concerns about a global economic slowdown and trade disruptions built up.
Bank of America Merrill Lynch is among brokers saying the euro will likely recoup its losses against the dollar in 2019,1 as the Federal Reserve slows down the pace of tightening and the European Central Bank (ECB) gradually removes monetary support.
Equity investors hoping to recoup last year’s losses may be in for a long wait, if annual forecasts from strategists – already jarred by December’s market sell-off – are anything to go by.
More asset owners and managers joined the ranks of those divesting from tobacco and coal-related stocks in the year that ends, cementing a trend that is likely to intensify in coming years.
The launch of the DAX® Equal Weight Index this month presents a good opportunity to review the virtues of an equal-weight equity strategy.
October’s market move is the type of event that can determine a portfolio performance for the entire year. The sharp pullback in stocks has underscored the benefits of a low-volatility strategy: holding the less risky parts of the market has often been worth the price of missing out on the beta rallies.
Equity markets sold off by the most in six years in October, amid investor concerns that rising bond yields and a slowdown in China will stymie global growth.
The first edition of Morningstar’s European Active/Passive Barometer shows the extent to which active managers in the region have underperformed their passive peers in recent years, suggesting the active-management industry must contend not only with high costs but with poor returns too.
Global equity indices rose in September, helped by a continued bull market in US shares, a multi-month jump for Japanese stocks and a mild rebound in Europe.