March 15, 2025

Morningstar

Funds

Investors embrace bond funds before rates start to fall

The stock market may be roaring, but 2024 has been Wall Street’s year of the bond fund. The stock market may be roaring, but 2024 has been Wall Street’s year of the bond fund. Bonds are paying the highest yields in a generation and interest rates are poised to come down. Meanwhile, a record number

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Investors

how much is too much in a stock portfolio?

Outsized positions in artificial intelligence darling Nvidia (NVDA) have boosted portfolio managers’ returns this year but the bets stand to magnify risk if the chipmaker’s red-hot shares see a reversal of fortune. Nvidia shares are up about 785% since the start of 2023 and have risen some 160% this year alone, boosted by demand for

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Funds

China climate-focused funds saw higher inflows, but fewer launches last year: Morningstar

Climate-focused mutual funds in China saw a decline in assets and product launches last year despite an uptick in inflows, with the funds prone to huge volatility because of speculative trading, according to Morningstar. Assets of mutual funds and exchange-traded funds (ETFs) with a climate-related mandate in China, the world’s largest emitter of greenhouse gases,

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