Beyond the Stars - Morningstar

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Multi-Asset Funds Show Signs of Life

jeudi 19 mars 2026 • Durée 17:30

Read the paper here: Multi-Assets 2026

Tom Mills and Thomas DeFauw stop by the podcast to discuss their recent report on the European (and UK!) multi-asset fund landscape. Investors seem to be gradually regaining their trust in allocation funds after 2022's tough market, though some challenges remain. We cover the latest trends in the multi-asset space and discuss how different regulations across countries have led to remarkably different investor behavior.

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Know Your Odds: Active Versus Passive

vendredi 6 mars 2026 • Durée 18:04

Read the report here: European Active/Passive Barometer 2026

When should you invest in actively-managed funds and when is it better to stick to low-cost ETFs? If only there was a simple, research-based tool to help with the decision! In this episode, Eugene Gorbatikov and Jose Zarate present Morningstar's European Active/Passive Barometer--which helps investors overcome the active/passive dilemma by analyzing where active managers still have the best chances to eke out excess returns (and where they're facing the longest odds).

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Does It Pay To Be Bold? Highly Concentrated Stock Portfolios' Promise and Perils

jeudi 19 février 2026 • Durée 15:25

Read the full paper here: Bold Managers | Morningstar

Do you know how much concentration risk you're taking in your investment portfolio? Francesco Paganelli and Mathieu Caquineau think the true answer might surprise you. This week, they stopped by the podcast to discuss their recent study of concentration in equity funds and whether or not it pays to take bold, concentrated risks.

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2025 Fund Flows: A Tale of Two Asset Classes

lundi 9 février 2026 • Durée 16:52

Jose Garcia Zarate, Giovanni Cafaro and Shannon Kirwin look back on 2025's biggest European fund market developments through the lens of asset flows. They offer their takes on the year's most and least surprising trends, from the rush into gold to investors' continued aversion to UK equities. And they dig into the market's diverging preferences when it comes to accessing equities versus bonds.

For even more detail on last year's asset flows, download the 2025 European Open Ended Fund and ETF Flows report here:

https://www.morningstar.com/en-uk/business/insights/research/european-open-ended-etf-flows

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Taking Stock of Thematic Funds

vendredi 16 janvier 2026 • Durée 17:36

In this episode, Kenneth Lamont discusses the growing popularity of thematic stock funds, how they stack up historically versus traditional funds, and how to use them in a portfolio. Kenneth is the author of Morningstar's annual Global Thematic Fund Landscape, which you can access here:

Global Thematic Fund Landscape Report 2025 | Morningstar

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Have Cryptocurrencies Entered the Mainstream?

vendredi 2 janvier 2026 • Durée 16:54

Madeleine Black stops by the podcast to discuss cryptocurrencies and the recent move by British regulators to expand access to crypto ETPs (exchange-traded products) for retail investors. Tune in to hear how cryptocurrencies have moved out of the shadows and and increasingly found their way into traditional investor portfolios through their inclusion in regulated investment products.

And be sure to check out Madeleine's research on the European Crypto ETP market here:

Navigating the new landscape of crypto ETPs in Europe | Morningstar

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Investing in Funds Has Never Been Cheaper

lundi 15 décembre 2025 • Durée 15:52

In this episode, Shannon chats with Eugene Gorbatikov and Andy Pettit about the current state of the European fund fee landscape. The main takeaway is a positive one: fees for fund European investors continue to come down. However, there are still pitfalls to watch out for and room for improvement in terms of how fees are structured and communicated to investors.

Check out the research papers discussed in this episode:

Fund Fees: Who, What, and How Investors Pay | Morningstar

European Fund Fee Study 2025 | Morningstar

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Active ETFs are here to stay

lundi 8 décembre 2025 • Durée 15:46

What's behind the increasing popularity of active ETFs in Europe? In this episode, Shannon sits down with Mara Dobrescu and Natalia Wolfstetter to discuss their latest research on the European active ETF market. Learn why these products increasingly hold appeal for investors and asset managers alike, and what their potential advantages and drawbacks are compared to traditional active funds.

Download the report here: European Active ETFs | Morningstar

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Introducing Morningstar's Medalist Rating for Funds: Performance and Price

Saison 1 · Épisode 4

vendredi 21 novembre 2025 • Durée 19:06

Welcome to part four of our special four-part series introducing listeners to how Morningstar's manager research analysts rate funds. In the final episode of the series, we touch on two elements that aren't official pillars in our Morningstar Medalist Rating methodology, but nonetheless play an important role in our assessments of funds: performance and price. Shannon Kirwin is joined by Mathieu Caquineau, who oversees Morningstar's ratings for equity strategies in Europe and Asia. He explains why these two factors can't be ignored when assessing a fund's forward-looking potential.

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Introducing Morningstar's Medalist Rating for Funds: The Parent Pillar

Saison 1 · Épisode 3

vendredi 21 novembre 2025 • Durée 13:32

This is part three of our special four-part series introducing listeners to how Morningstar's manager research analysts rate funds. In this episode, Shannon Kirwin sits down with Natalia Wolfstetter, a senior member of the European manager research team who spends a lot of her time assessing fund companies' incentives and investment cultures. This episode introduces listeners to the third key element of our Medalist Rating for funds: the Parent Pillar. This is our assessment of the fund companies behind the funds we rate and whether we think they operate in the long-term interests of investors.

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Beyond the Stars – Détails, épisodes et analyse

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Apple Podcasts

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Liens partagés entre épisodes et podcasts

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