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Morningstar promotes Mike Coop to EMEA CIO
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Morningstar Investment Management names CIO for EMEA
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Discretionary portfolios designed to support goals-based financial planning - Morningstar s Coop
Finalists in two PA Awards categories
Cherry Reynard
A finalist in two categories at the 2021 PA Awards, Cherry Reynard talks to Morningstar head of multi-asset portfolio management Mike Coop about the firm s ESG analysis and its global research team.
Morningstar operates across multiply jurisdictions and business lines. It believes it is the integration of these various centres of expertise that gives it real differentiation in the crowded discretionary.
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The balanced fund diet: Staying active with a mix of strategies could improve your portfolio s health
Deep Dive into absolute return
Mike Coop of Morningstar Investment Management Europe
Mike Coop
The basic concept behind absolute return funds is very appealing: decent positive returns, low risk of loss and diversification versus equities and bonds.
More recently, they have been sold as bond substitutes: lower risk than equities, higher returns than bonds, less downside if there is a rise in bond yields. It is not a new idea; many were launched.
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