Private market revenues could surpass traditional strategies by 2027
But a FCA review found ‘room for improvement’ in private market valuation processes
Morningstar
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Q&A with Morningstar’s Edwards: DeepSeek and AI’s impact on climate indices
Rob Edwards discusses Morningstar’s latest index update and looks ahead at the wider impacts of a potential AI arms race
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Does membership of the Net Zero Asset Managers initiative matter to fund selectors?
Suspension of NZAM is a ‘blip in authenticity’ as investors look for reassurance around climate commitments from US asset managers
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AGM ballots: An unlikely DEI battleground
Castlefield’s Ita McMahon explains why DEI has become a topic of heated debate and looks at some of the emerging trends
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115 funds drop ESG from branding in 2024 to comply with SDR
A further 30-50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025
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Stewardship in 2025: Trends and tools for sustainable investors
Public health, AI and biodiversity are earmarked as top engagement priorities but investors will need to demonstrate resilience amid challenges
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Sustainable fund flows: Challenges, opportunities and the road ahead
Fund selectors reflect on fund flows into sustainable strategies, barbell approaches to investment, and where they will be allocating to in 2025
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Continued cost cutting and booming grid investment: Renewable trends to watch
Morningstar’s Utilities Landscape report predicts growth in renewable energy to continue as costs and interest rates fall
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Transition will not stop despite being de-prioritised
Hortense Bioy says there are still reasons to be optimistic despite COP29 outcome
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Global climate funds on brink of first year of outflows on record
Global climate assets up 6% in first nine months of 2024
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Three sustainable equity funds without undue factor risks
Morningstar’s van Genderen looks at the factor tilts in sustainable funds, and challenges some common assumptions
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Two-thirds of asset owners say ESG materiality has increased across markets and factors
Morningstar’s latest asset owner survey also shows that fiduciary duty continues to be driven by financial materiality