‘ Morningstar ’

Morningstar reports slowdown in Europe-listed ETF flows

Sep 20th, 2017 | By
Lyxor builds out small and mid-cap equity ETF offering

After registering dynamic growth in the first half of the year, demand for Europe-listed ETFs slowed considerably in August, according to Morningstar’s monthly ETF asset flows analysis.

Strategic beta ETFs simply repackage risk, finds Morningstar

Sep 8th, 2017 | By
ETF providers take action to improve transparency and safeguards around securities lending

Strategic beta ETFs (also widely known as smart beta ETFs) may not be as distinctive as advertised – market capitalisation weighted ETFs may be able to capture some of the performance drivers of strategic beta alternatives at a lower cost, finds Morningstar.

Investors should favour low-cost passive funds, finds Morningstar

Aug 23rd, 2017 | By
BlackRock cuts fees on iShares ESG and bond ETFs

Morningstar has released its latest Active/Passive Barometer, a semi-annual report that measures the performance of US active funds against passive peers, such as ETFs, in respective Morningstar categories. The key takeaway from the report is that the average dollar invested in passive funds typically outperforms the average dollar invested in active funds.

Europe-listed ETFs gather €7.8bn in July, finds Morningstar

Aug 17th, 2017 | By
Europe-listed ETFs gather €7.8bn in July, finds Morningstar

Europe-listed ETFs saw net inflows of €7.8 billion in July 2017, bringing the total for 2017 to €65bn, according to data from Morningstar. While flows into Europe-listed equity ETFs posted a solid reading of €4.9bn, fixed income ETFs saw tepid demand during the month, recording flows of just €1.6bn, the second lowest monthly flows this year.

VanEck: A wide moat is only half the battle

Aug 17th, 2017 | By
VanEck: A wide moat is only half the battle

Torsten Hunke, chief operating officer, VanEck Europe, discusses the investment process behind the Morningstar Wide Moat Focus Index, used to underlie the VanEck Vectors Morningstar US Wide Moat UCITS ETF (LON: MOAT). Hunke explains that identifying stocks with wide economic moats (sustainable competitive advantages) is only half the battle; ascertaining which are trading below their fair values is equally as important.

Morningstar and Euronext launch new Europe equity indices

Aug 1st, 2017 | By
Euronext launches European family-run business index

Morningstar has teamed up with Euronext to launch two new indices, the Morningstar Eurozone 50 Index and the Morningstar Developed Markets Europe 100 Index, providing exposure to large-cap European equities. The launch follows the announcement of a strategic agreement between Euronext and Morningstar in March 2017.

Morningstar reports stellar 17.6% quarterly growth in ETF Managed Portfolios

Jul 9th, 2017 | By
Assets in smart beta equity ETFs/ETPs reach new record

Investment research firm Morningstar has published the latest instalment of its ETF Managed Portfolios Landscape Report. The report, which covers the first quarter of 2017 and tracks 950 strategies from 169 US-based firms, found that total assets in these strategies increased a whopping 17.6% over this period to $99.7 billion.

Trump’s healthcare reform: a blessing or a curse for “moats” in the US?

Jun 6th, 2017 | By
Trump’s healthcare reform: a blessing or a curse for moats in the US?

By Torsten Hunke, managing director of VanEck Europe. VanEck is the provider of the VanEck Vectors Morningstar US Wide Moat UCITS ETF (LON: MOAT).

VanEck Vectors lists four ETFs on Borsa Italiana

May 23rd, 2017 | By
Lyxor rolls out three fixed income ETFs on Borsa Italiana

ETF provider VanEck Vectors has expanded its presence in Europe with the cross listing of four ETFs on the Borsa Italiana. Philipp Schlegel, international business development at VanEck, said: “Within recent years, Borsa Italiana has recorded a significant rise in average daily ETF trades on the Italian stock exchange. By listing our ETFs on Borsa Italiana, we are responding to investor demand for access to local trading.”

ANZ ETFS launches global technology ETF

May 2nd, 2017 | By
Solactive and Panthera Solutions launch global market portfolio index

ANZ ETFS Management has launched the ANZ ETFS Morningstar Global Technology ETF (ASX: TECH), the first Australia-listed ETF to give investors exposure to global technology stocks. The underlying Morningstar Developed Markets Technology Moat Focus Index uses uses the research house’s “Wide Moat” methodology to identify global technology companies that have a competitive advantage which Morningstar believes will endure for at least ten years.