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Morningstar downgrades Trojan Income as 'behavioural biases' emerge from new manager

Morningstar has downgraded its rating of the Trojan Income fund from Positive to Neutral, noting recent “behavioural biases” from the vehicle’s new manager. ....

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Morningstar promotes Monika Calay to director of UK manager research

Morningstar has promoted its director of passive strategies Monika Calay to a newly created role, tasked with leading its UK manager research team. ....

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Investors Appear OK With 'ESG' Label: Morningstar

Retail investors feel less polarized about ESG than those in financial services may believe, research finds. ....

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Morningstar places raft of Blackrock bond funds under review after Krautzberger exit

Morningstar has placed four Blackrock fundamental fixed income funds under review following the exit of Michael Krautzberger. ....

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13 mutual funds and ETFs that are overweight in the Magnificent 7

The Magnificent 7, consisting of Microsoft, Apple, Amazon, Nvidia, Google, Meta and Tesla stocks, make up about 30 per cent of the S&P 500 index ....

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