Expert Panel

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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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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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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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Expert Panel
October 24, 2025

Morningstar: Candriam versus Robeco in global high yield bonds

During the third quarter of 2025, investors who assumed moderate credit and duration risk were…
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Expert Panel
October 17, 2025

Morningstar: T. Rowe Price vs MFS in global EM bonds

Emerging-markets hard currency bonds have delivered positive returns for USD investors in every…
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Expert Panel
October 10, 2025

Morningstar: Aberdeen versus Invesco in global emerging markets equities

Equity markets in emerging countries extended their strong performance from the first six months of…
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Expert Panel
October 3, 2025

Morningstar: JP Morgan vs Artisan in global equities

Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings…
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Expert Panel
September 26, 2025

Morningstar: BNP, Amundi mergers test investor patience

Amundi and BNP Paribas pursue scale and expertise through mergers, but integration challenges create…
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Expert Panel
September 19, 2025

Morningstar: PIMCO and Robeco in Global Corporate Bonds (EUR Hedged)

Eurozone corporate bonds delivered a return of 4.2 percent over the past twelve months (as measured…
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Expert Panel
September 12, 2025

Morningstar: Pimco vs Bluebay in Euro bond funds

Pimco and Bluebay take different but equally sophisticated approaches to Euro bond investing, with…
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