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ACTIVE MANAGERS News & Analysis

Investors can't ignore this predictor of managed fund returns
Personal Finance
Investors can't ignore this predictor of managed fund returns
Fund managers often get bashed for failing to beat their index over long periods of time. This might be a key indicator of the returns investors can...
James Gruber | 25 November 2024
Ask the analyst: Did the rise of passive doom Platinum and Perpetual?
Stocks
Ask the analyst: Did the rise of passive doom Platinum and Perpetual?
A reader asked what is behind the poor performance of Platinum and Perpetual shares in recent years. Shaun Ler stepped in to answer.
Joseph Taylor | 19 November 2024
How to find the right active manager
Video
How to find the right active manager
Johanna Englundh talks to Morningstar's Jose Garcia-Zarate on how to identify managers that can help you on your investing journey.
Johanna Englundh | 06 June 2023
Investing Compass: Picking an active manager
Funds
Investing Compass: Picking an active manager
New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help...
Shani Jayamanne | 09 May 2023
Active managers say volatile markets demand their skill, but data suggests otherwise
Funds
Active managers say volatile markets demand their skill, but data suggests otherwise
The Global Financial Crisis, Covid and this year’s selloff all caught many stock pickers off guard.
Nicki Bourlioufas | 30 May 2022
Global equity funds: Changes to Morningstar Analyst Ratings
Funds
Global equity funds: Changes to Morningstar Analyst Ratings
Morningstar makes changes to the active funds under coverage.
Michael Malseed | 17 August 2021
Some investments just aren't worth the effort: Benz
Personal Finance
Some investments just aren't worth the effort: Benz
My 'too hard' pile is pretty big, and yours should be too.
Christine Benz | 22 July 2021
3 themes for fund investors in 2021
Video
3 themes for fund investors in 2021
Morningstar Investment Management's Dan Kemp reveals the three investment themes on his mind for the year ahead.
Holly Black | 11 January 2021
Investing basics: when should you use an active fund?
Personal Finance
Investing basics: when should you use an active fund?
Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager?
Morningstar.com.au | 27 November 2020
Investing basics: Cuffe’s commandments
Personal Finance
Investing basics: Cuffe’s commandments
The esteemed money manager’s list is a practical and at times contrarian guide on how to make investing work for you, writes Nicki Bourlioufas.
Nicki Bourlioufas | 05 November 2020