Expert Panel

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Expert Panel
January 30, 2026

Morningstar: AXA versus Jupiter in global high yield bond

Corporate bonds, particularly high yield bonds, had a strong 2025 but portfolio managers remain…
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Expert Panel
January 23, 2026

Morningstar: NinetyOne vs Morgan Stanley in global emerging markets bonds

Local currency government bonds in Latin America and South Africa had a strong year in 2025, while…
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Marco Loria and Sebastiaan Hooghiemstra. Photo: Loyens & Loeff Luxembourg.
Expert Panel
January 13, 2026

Pan-European ELTIF distribution gains regulatory clarity

Sebastiaan Hooghiemstra and Marco Loria analyse fresh EU guidance on ELTIF passporting, arguing it…
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Expert Panel
January 9, 2026

Morningstar: Robeco versus MFS in global equities

While the average fund in the Global Large-Cap Blend Equity Morningstar category eked out a 5.8…
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Balance scale, photo by Piret Ilver on Unsplash
Expert Panel
January 2, 2026

Morningstar: Invesco vs AQR in risk parity funds

Risk parity investors showed renewed optimism in 2025 after several years of underperformance versus…
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Expert Panel
December 19, 2025

Morningstar: Comgest vs JPMorgan in Japan largecap growth equity

Morningstar has refined its Japanese equity framework as persistent style dispersion forces…
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Expert Panel
December 12, 2025

Morningstar: AllianceBernstein vs Pimco in high-yield bonds

Prudent risk management is vital in high-yield-bond investing. As this week’s Morningstar fund…
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Expert Panel
December 5, 2025

Morningstar: Capital Group versus Dodge & Cox in global flexible bonds

Global flexible bond strategies cover a wide range of different approaches. Investors should tread…
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Expert Panel
November 28, 2025

Morningstar: Vanguard vs Dimensional in 60/40 funds

The classic 60/40 investment strategy is still alive and well, though its merits have been a matter…
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Expert Panel
November 21, 2025

Morningstar: DWS versus Kempen in global equity income

One in five global dividend funds now integrates ESG criteria. Where sustainable funds in other…
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Foto by Nina Uhlikova - Pexels
Expert Panel
November 14, 2025

Morningstar: Colchester Global Investors vs MFS Asset Management

Top rated firms come in all shapes and sizes. Colchester Global Investors and MFS Asset Management…
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Matterhorn
Expert Panel
November 7, 2025

Morningstar: Blackrock and Neuberger Berman in USD high yield bonds

The US high yield bond market returned 7.4 percent for 2025 through October (per Morningstar’s US…
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Expert Panel
October 31, 2025

Morningstar: AllianzGI versus JP Morgan in allocation funds

Allocation managers overweighing eurozone stocks have done well so far this year while currency…
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Bluemetric - Daniel Helder
Expert Panel
October 29, 2025

Bluemetric: private equity – one step back and two forward?

Private equity has never lagged so far behind publicly listed equities in terms of returns. The…
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