Chris Elliott’s Post

In 2024, AI-related enthusiasm continued to buoy earnings expectations for select areas of the market. We have also seen the market continue to debate the pace of inflation and implications for interest rates. What does this all mean for your clients’ investments? (CPD Points Available)

Behavioral scientists at Morningstar have discovered investment performance isn’t quite as important as trust, communication and a little bit of therapy when it comes to client retention in the field of financial advice. Building on earlier research that found clients are most likely to fire an advisor due to the quality of advice and services received or the quality of the relationship in general, Morningstar parsed responses from 620 advisory clients, gathered in 2021 and 2022, to learn what keeps them from jumping ship even when markets hit a rough patch. Answers fell into three categories: emotional, financial and other. http://spr.ly/6042TjGte

Hey #Toronto! If you work in the #assetmanagement space or are helping #advisors build sound models or monitor a product shelf (#cfr), consider checking out this event where Morningstar's experts and senior leadership will talk about the latest developments at Morningstar! #canada #investing #assetmanager #wealthmanagement

🌟 Exciting findings in the latest Morningstar KiwiSaver survey... And a good time time for a shoutout to the incredible team at Kernel, hard at work every day delivering top-notch, low-fee, high-quality, tax-efficient index funds & KiwiSaver. And nailing results too 📈🥳 🔥 Morningstar's KiwiSaver Survey for the December quarter 2023 is out, and here are some key podium positions for 1-year category performance: 🥇 1st: Kernel Cash Plus fund 🥇 1st: Kernel Balanced fund 🥇 1st: Kernel Global Green Property 🥈 2nd: Kernel Global 100 🥉 3rd: Kernel Global 100 Hedged 🥉 3rd: Kernel High Growth fund Each fund is measured against peers in respective categories. 💼 Past performance isn't a guide to future performance🔮, but this is an opportunity to be quietly pleased with achievements to date. Keep up the fantastic work, team! More to come. 👏🎉 #KernelTeam #InvestingSuccess #TeamWorkMakesTheDreamWork Dean Anderson, Stephen Upton, Catherine Emerson, Sam Williams, Armin Svoboda, Matthew Winton https://lnkd.in/gYG3XpRg

Interest rates play a pivotal role in shaping the performance and valuation of various asset classes. Whether you're an investor or financial analyst this impact is essential for making informed decisions in today's dynamic market environment. In this post, we'll delve into the significance of interest rates on assets and how they influence investment strategies and asset allocation. Follow for more such content Repost to help others

New markets, new opportunities! This year is our 30th birthday, so what better time to expand our research team and broaden our research horizon into new markets? There is a lot to discuss:- ➡️ How we can help with your investment needs ➡️ The value of our concise and to-the-point research ➡️ Our team of experienced expert analysts We calculate our internal credit scores independently and are not reliant on third-party credit ratings. If you’re looking for truly independent corporate bond research, you’ve come to the right place. #corporatebonds #bondresearch #investmentresearch

Morningstar Direct Lens lets you create, edit, and analyse portfolios quickly and efficiently using a clear, intuitive interface. See the full impact of holdings and positions in a portfolio, including Global Access data (from Morningstar Sustainalytics) and an expanded set of public equity data, then use streamlined workflows to take action quickly and efficiently. Learn more here. https://mstar.me/lens

There are several things advisors can do to help guide their clients toward a better working relationship with alternative assets. Learn what they are, according to Morningstar: https://lnkd.in/edjiGxCD.

Even a broken clock is right twice a day. Active strategies can certainly outperform in any time period but as numerous longer term studies have shown, the ability to do so consistently is questionable as is the ability to know which specific managers will outperform.

If you are after a little light reading over the weekend, I highly recommend Morningstar's initial analysis of the new SDR regulation and forecasting of where we may be at the end of the year. One of the key take aways: " We estimate that about 300 U.K. open- and closed-end funds will opt for a label by year-end. This is an optimistic scenario. Labeled funds may represent 8% of funds domiciled in the U.K. and less than 3% of all funds available for sale in the U.K. " https://lnkd.in/eY3d-HAt