All Morningstar articles
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NewsNon-sustainability funds expected to dominate EU market after SFDR overhaul
Morningstar suggests SFDR overhaul will sharply reduce sustainability-labelled funds, with Article 6 products set to dominate the EU market
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NewsMorningstar warns on steep decline in US ESG support
The lack of ESG signals coming through to investors means stewardship is failing in its traditional role, according to Morningstar’s Lindsey Stewart
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NewsSustainable funds see global recovery, driven by European investors
Hortense Bioy at Morningstar says that despite the ESG backlash and volatility sparked by geopolitical tensions, the picture for ESG funds has improved
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NewsAsset owners should look to defence firms’ internal governance
Aerospace and defence sector is generally seen as high risk, with business ethics a key risk area
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NewsAI proposals gain investor support amid broader ESG retreat at annual meetings
Allianz GI, Amundi, Candriam and Nordea supported all key AI resolutions, according to analysis
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NewsEuropean asset managers favour organic growth over M&A, Morningstar finds
While some market headlines suggest a wave of consolidation, the underlying data tells a more nuanced story
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NewsEurope sees first-ever net outflows from sustainability funds, says Morningstar
Data comes as MSCI publishes study into funds investing in the climate transition
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NewsQuarter of shareholders vote down BP’s chair amid strategy row
Opposition could be driven by almost opposing concerns regarding the company’s oil and gas production strategy
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NewsNumber of funds adopting SDR label stands at just 80, according to Morningstar
New report published on deadline for managers of UK-domiciled funds to comply with SDR rules shows 325 have not adopted labels
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NewsShell doubles down on LNG plans ahead of shareholder resolution
Investors argue that Shell’s LNG growth plan contradicts the oil major’s climate targets
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AnalysisAGM 2025 predictions: DEI battles amid a stewardship ‘recession’
PRI, ShareAction, Morningstar and climate experts share their AGM 2025 predictions and what it means for the future of shareholder engagement
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NewsPeople moves: Railpen appoints chief financial officer
Plus: EIOPA adds to occupational stakeholder group; Swedish Länsförsäkringar Liv names head of asset management
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NewsAsset managers may welcome more permanent delay to FCA's SDR rules, says PwC
Morningstar and PwC say FCA’s decision is unsurprising and signals a lack of market demand
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AnalysisInvestors cautiously optimistic as US exits from Paris Agreement
Despite Trump’s decision, there are still attractive opportunities for those willing to invest with a long-term view, industry claims
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News2024 a record year for European ETFs but thematics disinvested
Morningstar research confirms 2024 as top year for ETFs although ESG sales have continued to decelerate
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NewsIPE Conference: CPEG in talks with managers exiting CA100+
CPEG is asking asset managers to provide an explanation for their departures from the climate engagement group
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NewsStakeholder pressure grows in importance as ESG motivator – survey
But also remains a barrier; APAC asset owners most convinced about value of active ownership
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AnalysisIPE ESG Briefing: Moving money to EM, tackling myths
Plus: Voting rules in Europe and IPE’s Transition Conference
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NewsMorningstar proxy season analysis: ESG shareholder resolution growth primarily driven by ‘anti-ESG’ proponents
Overall support for ESG proposals stayed flat in 2024 at 23%, with a marked rise in anti-ESG resolutions.
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