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KAREN WALLACE News & Analysis

What is the Morningstar ESG Commitment level?
Video
What is the Morningstar ESG Commitment level?
Our new rating highlights the degree to which a fund or asset manager considers environmental, social, and governance issues.
Karen Wallace | 19 November 2020
Investing basics: key factors for evaluating managed funds
Personal Finance
Investing basics: key factors for evaluating managed funds
Performance may be the first thing many people look at when evaluating a fund, but it’s not the most important consideration, writes Karen...
Karen Wallace | 07 August 2020
Is this 2008 all over again?
Video
Is this 2008 all over again?
Eric Jacobson explains why the banking system is not at the centre of the corona crisis, and in fact, is well positioned to be a tool to help...
Eric Jacobson | 31 March 2020
5 lessons from the 'Witch of Wall Street'
Personal Finance
5 lessons from the 'Witch of Wall Street'
The best advice is often timeless.
Karen Wallace | 31 January 2020
A blueprint for building your financial plan
Video
A blueprint for building your financial plan
A new book offers straightforward advice from start to finish.
Karen Andersen, CFA | 22 May 2019