Canadian fund flows perk up, while U.S. sees record outflows
Merger activity subdued, but the benefits of scale only continue to grow
Analysis from Morningstar Direct also found that 2023 was the best year for Canadian sustainable fund performance relative to peers
Rising refinancing risk, weaker valuations portend further loan losses
Tepid performance as well as regulatory and political factors cooled U.S. investors' appetites
Macroeconomic conditions, ESG backlash continue to drive investors away
Assets growing but portfolio companies not on track to avert disaster
Active fixed income funds dominated the space in a modest quarter, according to Morningstar
Assets rise, but outflows continue in Q2, Morningstar reports
The backlash to ESG investing fails to find traction with investors, Morningstar reports