Title
Topic
Content Type
Morningstar Direct Asset Flows Commentary Europe - January 2017
By Ali Masarwah  | 22 February 2017

Sales of long-term funds in Europe picked up markedly in January as the so-called reflation trade gained traction in capital markets worldwide.
Asset Allocation
Flows
Passive Investing
Research Paper
AM Sales & Marketing
Fund Buyer
Morningstar Markets Observer Q1 2017
By Timothy Strauts, Alina Lamy  | 16 February 2017

In this quarterly collection of charts and analysis, we offer new and timely macroeconomic and markets data that you can use with clients to discuss trends, set appropriate risk and return expectations, and explain investor behavior.
Research Paper
Buy Side (Equity/Credit)
Morningstar Direct U.S. Asset Flows Update - January 2017
By Alina Lamy  | 14 February 2017

Any new beginning is uncertain, and this held true for markets in the first month of 2017. The new president’s promises of tax cuts and infrastructure spending appeared to spur newfound confidence in U.S. equities late last year, driving flows into U.S.-equity funds in November and December. January, however, saw a much smaller amount stream into U.S.-equity funds, and the majority of the flows redirected to fixed-income and international-equity funds.
Research Paper
Individual
Advisor
Fund Buyer
Buy Side (Equity/Credit)
Italian Asset Flow Report: the Case of the Fixed-Term Allocation Funds
By Sara Silano  | 14 February 2017

Fixed Allocation Funds--which carry a due date and coupons--gathered the highest inflows among Italy-domiciled products in 2016. But investors must be aware of their cost structures and practices.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Offshore Fund Spy
By Himanshu Srivastava  | 10 February 2017

Quarter ended December 2016.
Flows
Performance
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Direct U.S. Asset Flows Update - December 2016
By Tom Lauricella  | 09 February 2017

U.S. investors favored passive funds over active by a record margin in 2016.
Research Paper
Individual
Advisor
Fund Buyer
Buy Side (Equity/Credit)
International Regulatory Watch Q1 2017
By Morningstar  | 03 February 2017

Morningstar's quarterly international regulatory newsletter
ESG/Impact
Research Paper
Individual
Advisor
Fund Buyer
Differences Between 5-Globe and 1-Globe Funds (Europe)
By Fernando Luque  | 03 February 2017

Funds with the highest Morningstar Sustainability Rating are less volatile and invest more in large caps and companies with moats.
ESG/Impact
Research Paper
Individual
Advisor
Fund Buyer
Finding Sustainable Small- and Mid-Cap Funds
By Jon Hale  | 02 February 2017

5-globe small- and mid-cap funds are less risky and hold stocks of larger, higher-quality companies.
ESG/Impact
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Canada Manager Research Observer January 2017
By Morningstar Fund Analysts  | 31 January 2017

Morningstar Canada Manager Research Observer November 2016
Active Investing
Passive Investing
Research Paper
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