Morningstar Spotlight

Long-term Asset Class Returns – 31 December 2021

Morningstar Research | 25th Jan 2022 | 5 min read

Long-Term Asset Class Performance

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Research Insights

The Predictive Power of Fees

Lower-cost funds generally have a greater chance of outperforming their more expensive peers. In this article, we provide evidence to show the predictive power of fees across most categories.

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Trade is one of the few areas in which a president can make sweeping changes without congressional approval, but at this stage, we think the tariff proposals look more like pre-election bluster.

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Investors can’t ignore this predictor of managed fund returns

Fund managers often get bashed for failing to beat their index over long periods of time. This might be a key indicator of the returns investors can expect.

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