Morningstar Archives - B2B Central

11 Mar 2025

Opportunity abounds in an uncertain world

By Staff Writer

By Siobhan Cassidy, MoneyMarketing Contributor Donald Trump’s return to the White House has ratcheted up tensions around the world, including among South African investors, who have been jealously eyeing impressive market performance in the US for so long. The experts are feeling the weight of uncertainty too, yet it is hard to find one who...

30 Jan 2025

South African equity funds: Reshaping the landscape

By Staff Writer

Changes to the Association for Savings and Investment South Africa (ASISA) Fund Classification Standard are poised to reshape the South African Equity fund landscape.

18 Aug 2023

How to show clients you’re emotionally compatible

By Staff Writer

By: Ryan Murphy, Global Head of Behavioural Insights, Morningstar Research by our team of behavioural scientists suggests consumers are just as likely to hire a financial adviser for emotional reasons as financial ones. However, they may not be aware of those emotional reasons or be able or willing to discuss them at the outset of the relationship....

21 Apr 2023

CoreShares by 10X named Best Fund House, affirming case for index-based investing in SA

By Staff Writer

CoreShares by 10X wins the Morningstar Fund House Award for larger fund range, reinforcing the case for passive investing in South Africa.

07 Oct 2022

Investing reminder: Focus on what you do know

By Staff Writer

We tend to become obsessed with the things we don’t know and how markets will play out over the short term.

08 Feb 2022

Morningstar announces finalists for the 2022 South Africa Fund Awards

By Staff Writer

The finalists for the 2022 Morningstar South Africa Fund Awards.

12 Oct 2021

Local market ‘still good value’ in volatile times

By Staff Writer

The South African market continues to provide excellent opportunities for the savvy investor, even at a time when many local investors are questioning whether they should remain invested in local equities or look offshore. That was one of the strong messages to emerge from the digital Morningstar Investment Conference last week, with a lively panel discussion around S.A. vs Global Equities, one of several highlights of the conference.

09 Sep 2021

Top speakers headline all-digital Morningstar Investment Conference

By Staff Writer

Global Investment researcher Morningstar has unveiled the agenda for its all-digital Morningstar Investment Conference South Africa in October, with political economist Moeletsi Mbeki and Stanlib economist Kevin Lings heading a strong speaker line-up.

15 Mar 2021

Satrix wins Morningstar Best Fund House Award

By Staff Writer

Satrix, South Africa’s leading provider of index-tracking products, has today been named the 2021 Best Fund House – Larger Fund Range in South Africa by Morningstar, a global financial services firm with 35 years of investment research.

01 Mar 2021

Morningstar announces 2021 South Africa Fund Award finalists

By Staff Writer

Independent investment research company Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) has named the finalists of its 2021 South Africa Fund Awards.

28 Feb 2020

Sasfin nets multiple awards within a month

By Janice Roberts

After last month's win at the Raging Bull Awards, once again Sasfin Asset Managers and Philip Bradford took top honours at last night’s Morningstar 2020 South Africa Fund Awards held in Cape Town.

11 Dec 2019

Should I move my investments offshore?

By Janice Roberts

By Simbarashe Mangwiro, Associate Investment Analyst, Morningstar Investment Management SA. Given the challenges the South African economy is facing and the underperformance of local risk assets relative to its global peers, one can appreciate why some investors are considering investing the bulk of their wealth in offshore assets. As the saying goes, discretion is the...