Morningstar Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 26 Apr 2024 18:12:49 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Morningstar Inc. – Investment Executive https://www.investmentexecutive.com 32 32 Sustainable fund flows rebound in Q1: Morningstar https://www.investmentexecutive.com/news/research-and-markets/sustainable-fund-flows-rebound-in-q1-morningstar/ Fri, 26 Apr 2024 18:12:49 +0000 https://www.investmentexecutive.com/?p=484849 Canadian fund flows perk up, while U.S. sees record outflows

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]]> U.S. bank consolidation on pause, for now https://www.investmentexecutive.com/news/research-and-markets/u-s-bank-consolidation-on-pause-for-now/ Tue, 09 Apr 2024 19:10:06 +0000 https://www.investmentexecutive.com/?p=483429 Merger activity subdued, but the benefits of scale only continue to grow

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]]> Sustainable funds hit AUM record despite ETF outflows https://www.investmentexecutive.com/news/products/sustainable-funds-hit-aum-record-despite-etf-outflows/ Fri, 01 Mar 2024 20:43:48 +0000 https://www.investmentexecutive.com/?p=481331 Analysis from Morningstar Direct also found that 2023 was the best year for Canadian sustainable fund performance relative to peers

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]]> U.S. office sector pain widespread for banks: DBRS https://www.investmentexecutive.com/news/research-and-markets/u-s-office-sector-pain-widespread-for-banks-dbrs/ Wed, 14 Feb 2024 18:38:33 +0000 https://www.investmentexecutive.com/?p=480506 Rising refinancing risk, weaker valuations portend further loan losses

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]]> Sustainable funds in U.S. suffer outflows in 2023 https://www.investmentexecutive.com/news/research-and-markets/sustainable-funds-in-u-s-suffer-outflows-in-2023/ Thu, 18 Jan 2024 21:29:53 +0000 https://www.investmentexecutive.com/?p=478974 Tepid performance as well as regulatory and political factors cooled U.S. investors' appetites

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]]> U.S sustainable funds face continued outflows https://www.investmentexecutive.com/news/research-and-markets/u-s-sustainable-funds-face-continued-outflows/ Mon, 23 Oct 2023 21:07:58 +0000 https://www.investmentexecutive.com/?p=473850 Macroeconomic conditions, ESG backlash continue to drive investors away

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]]> Climate funds growing alongside global temps https://www.investmentexecutive.com/news/research-and-markets/climate-funds-growing-alongside-global-temps/ Wed, 27 Sep 2023 18:55:03 +0000 https://www.investmentexecutive.com/?p=472289 Assets growing but portfolio companies not on track to avert disaster

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]]> Sustainable fund flows slow in Q2 https://www.investmentexecutive.com/news/research-and-markets/sustainable-fund-flows-slow-in-q2/ Wed, 26 Jul 2023 15:57:23 +0000 https://www.investmentexecutive.com/?p=469258 Active fixed income funds dominated the space in a modest quarter, according to Morningstar

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]]> U.S. sustainable funds face further outflows https://www.investmentexecutive.com/news/research-and-markets/u-s-sustainable-funds-face-further-outflows/ Wed, 19 Jul 2023 20:23:58 +0000 https://www.investmentexecutive.com/?p=468949 Assets rise, but outflows continue in Q2, Morningstar reports

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]]> Anti-ESG funds take off, but soon stumble https://www.investmentexecutive.com/news/research-and-markets/anti-esg-funds-take-off-but-soon-stumble/ Thu, 08 Jun 2023 17:55:16 +0000 https://www.investmentexecutive.com/?p=467066 The backlash to ESG investing fails to find traction with investors, Morningstar reports

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