Morningstar: a leading provider of investment information worldwide. https://www.morningstar.co.uk/uk/news/2146/RSS.aspx Wed, 26 Jul 2023 10:16:00 GMT http://backend.userland.com/rss RSS.NET: http://www.rssdotnet.com/ As their popularity increases it is more important than ever to consider the downsides to ETFs. Let's start with the views of one Jack Bogle... https://www.morningstar.co.uk/uk/news/237613/etfs-riskier-than-you-think.aspx Shani Jayamanne https://images.contentstack.io/v3/assets/blt4eb669caa7dc65b2/bltd62805af6079b17d/64c0df11c0f305ed68b6aa49/ETFs.jpg Wed, 26 Jul 2023 10:16:00 GMT Changes designed reduce the index's concentration in its largest constituents, Microsoft, Amazon, Nvidia, Apple, Tesla, Meta and Alphabet https://www.morningstar.co.uk/uk/news/237279/nasdaq-changes-techs-magnificent-seven-force-rebalance.aspx Bryan Armour https://www.morningstar.co.uk/static/UploadManager/Assets/Nasdaq image.jpg Mon, 24 Jul 2023 08:33:00 GMT These products are touted as sophisticated and seemingly magical approaches to outperforming the market, at a fraction of the cost of active funds https://www.morningstar.co.uk/uk/news/182790/what-is-a-smart-beta-etf.aspx Morningstar Canada https://www.morningstar.co.uk/static/UploadManager/Image/target_2.jpg Mon, 25 Mar 2019 15:32:00 GMT Buying good quality companies is a sensible investment strategy - assuming the price is right https://www.morningstar.co.uk/uk/news/181501/is-it-worth-paying-for-quality-stocks.aspx Ben Johnson https://www.morningstar.co.uk/static/UploadManager/Image/Holly-Licensed-StockMarket.jpg Thu, 14 Feb 2019 07:16:00 GMT Despite their rise in popularity there remain questions about how to evaluate and integrate thematic ETFs https://www.morningstar.co.uk/uk/news/172743/watch-out-for-investment-biases-in-thematic-etfs.aspx Kenneth Lamont https://www.morningstar.co.uk/static/UploadManager/Image/robot artificial intelligence.jpg Thu, 20 Dec 2018 07:25:00 GMT There are specific tax differences related to the ETF domicile that must be considered when selecting physically replicated ETFs https://www.morningstar.co.uk/uk/news/171111/how-tax-can-impact-etf-returns.aspx Dimitar Boyadzhiev https://www.morningstar.co.uk/static/UploadManager/Image/tax minimise reduce.png Tue, 16 Oct 2018 08:50:00 GMT Strategic-beta fixed-income funds are index-based strategies that attempt to combine the best of active and passive https://www.morningstar.co.uk/uk/news/170831/6-questions-to-ask-before-buying-a-smart-beta-bond-etf.aspx Alex Bryan https://www.morningstar.co.uk/static/UploadManager/Image/question mark.png Thu, 04 Oct 2018 11:59:00 GMT Robotics, ESG, artificial intelligence - thematic ETFs are growing in popularity. But investors should look before they leap says Morningstar's Kenneth Lamont https://www.morningstar.co.uk/uk/news/170567/reasons-to-be-wary-of-thematic-etfs.aspx Emma Wall https://www.morningstar.co.uk/static/UploadManager/Image/robot artificial intelligence.jpg Wed, 26 Sep 2018 07:28:00 GMT Morningstar are unfaltering supporters of low-cost investing, but there are significant differences between passive and low-cost investing https://www.morningstar.co.uk/uk/news/167772/low-cost-investing-more-than-just-etfs.aspx Dan Kemp https://www.morningstar.co.uk/static/UploadManager/Image/Holly-Licensed-Fees.jpg Tue, 29 May 2018 11:56:00 GMT How will the inclusion of renminbi-denominated Chinese government and policy bank bonds in Barclays Bond indices impact investors? https://www.morningstar.co.uk/uk/news/166523/fixed-income-etfs-to-buy-china-bonds.aspx Jose Garcia Zarate https://www.morningstar.co.uk/static/UploadManager/Image/Website China.gif Tue, 10 Apr 2018 14:38:00 GMT ETFs tracking Germany's DAX index saw big inflows in February. But some worry the economy may be overheating https://www.morningstar.co.uk/uk/news/165866/etf-investors-buy-germany-post-coalition-agreement.aspx David Brenchley https://www.morningstar.co.uk/static/UploadManager/Image/Holly-Licensed-Germany.jpg Tue, 13 Mar 2018 09:22:00 GMT The purpose of Morningstar's qualitative, analyst driven research on funds is to identify those funds that should outperform a relevant peer group https://www.morningstar.co.uk/uk/news/165346/how-do-you-analyse-an-etf.aspx Ben Johnson https://www.morningstar.co.uk/static/UploadManager/Image/performance_analyses.jpg Tue, 20 Feb 2018 13:52:00 GMT In the eighth in our series explaining the different styles investors can add to their portfolios through strategic beta ETFs, Kenneth Lamont talks income investing https://www.morningstar.co.uk/uk/news/164365/smart-beta-income-etfs.aspx Kenneth Lamont https://www.morningstar.co.uk/static/UploadManager/Image/Holly-Licensed-TheIncomeInvestor.jpg Wed, 17 Jan 2018 08:52:00 GMT In the seventh in our series explaining the different styles investors can add to their portfolios through strategic beta ETFs, Monika Dutt talks quality investing https://www.morningstar.co.uk/uk/news/164221/smart-beta-quality-etfs.aspx Monika Calay https://www.morningstar.co.uk/static/UploadManager/Image/SpecialWeek_Education_78x78.gif Wed, 10 Jan 2018 09:00:00 GMT In the sixth in our series explaining the different styles investors can add to their portfolios through strategic beta ETFs, Hortense Bioy talks momentum investing https://www.morningstar.co.uk/uk/news/163871/smart-beta-momentum-etfs.aspx Hortense Bioy, CFA https://www.morningstar.co.uk/static/UploadManager/Image/market rise mstar.JPG Wed, 20 Dec 2017 08:11:00 GMT Having the flexibility to implement investment ideas across the active, passive, and even smart beta spectrum is a very effective way to invest https://www.morningstar.co.uk/uk/news/163596/when-to-use-active-and-passive-funds-in-a-portfolio.aspx Mike Coop https://www.morningstar.co.uk/static/UploadManager/Image/Sara_Licenced_Italy-active-vs-passive-sm.jpg Fri, 08 Dec 2017 14:31:00 GMT iShares' Joe Parkin says regulation and pressures on fees have driven investors into passive funds - and there is more cash to come for the ETF market https://www.morningstar.co.uk/uk/news/163303/uk-investors-favour-etfs-for-value-for-money.aspx Emma Wall https://www.morningstar.co.uk/static/UploadManager/Image/Holly-Licensed-Fees.jpg Wed, 29 Nov 2017 10:42:00 GMT In the fifth in our series explaining the different styles investors can add to their portfolios through strategic beta ETFs, Monika Dutt talks multi-factor investing https://www.morningstar.co.uk/uk/news/162570/smart-beta-multi-factor-etfs.aspx Monika Calay https://www.morningstar.co.uk/static/UploadManager/Image/Holly-Licensed-MultiAsset.jpg Fri, 03 Nov 2017 11:12:00 GMT In the fourth in our series explaining the different factors investors can add to their portfolios through strategic beta ETFs, Hortense Bioy talks growth investing https://www.morningstar.co.uk/uk/news/162011/smart-beta-growth-etfs.aspx Hortense Bioy, CFA https://www.morningstar.co.uk/static/UploadManager/Image/Holly-Licensed-Growth.jpg Mon, 16 Oct 2017 13:31:00 GMT In the third in our series explaining the different factors investors can add to their portfolios through strategic beta ETFs, Kenneth Lamont talks minimum volatility https://www.morningstar.co.uk/uk/news/161149/smart-beta-minimum-volatility-etfs.aspx Kenneth Lamont https://www.morningstar.co.uk/static/UploadManager/Image/volatiliteit.jpg Thu, 07 Sep 2017 16:06:00 GMT