Funds News & Analysis
funds
Chart of the Week: Active or Passive? The results may surprise you
Why manager selection still matters.
funds
Morningstar’s Australia Active/Passive Barometer 2026
Skill, survival, and structure: a case for selectivity in active management
funds
New Zealand ESG Funds draw bumper inflows in Q2 2026
Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds
The 10 US stocks top fund managers are selling in a jittery market
Top investors have been selling these stocks recently.
funds
The index fund turns 50: How Jack Bogle changed investing forever
Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’
funds
Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage
Long-term trends point to categories where active managers are more likely to outperform.
funds
Why passive investing doesn't always work in fixed income
Passive investing thrives in efficient markets, but fixed income faces more headwinds
funds
How passive investing is driving the decline of active fund alpha
New research suggests that flows into index funds and ETFs are creating structural headwinds for active managers.
funds
Are you one of the investors that left money on the table?
The latest Mind the Gap research reveals investors are still lagging fund returns.
funds
The investment philosophy that convinced advisers to stop chasing winners
The investment manager that every adviser knows, but many individual investors don’t.
funds
6 Investment Lessons from legendary fund manager
Contrafund’s long-term results stemmed from a disciplined investment process that Danoff refined over more than three decades.
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
funds
Chart of the Week: The resounding impact of fees on your fund’s success
An updated look at the enduring predictive power of fees.
funds
Listed Investment Companies monthly performance: March 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Mark Mobius, legendary emerging - markets investor, dies at 89
The intrepid Templeton investor pioneered emerging-market investing.
of 53
Viewing 1 to 16 of 845