Morningstar has taken a major step in deepening its local presence, expanding its Manager Research coverage to include South African-domiciled funds for the first time. In this episode of Money, Markets, and Masterminds – part of the monthly Mind over Markets with Morningstar series – Citywire South Africa speaks to Michael Dodd, senior fund analyst at Morningstar South Africa, about how the new analyst-driven ratings bring global standards to local strategies.
We unpack what the medalist rating system means for advisers and investors, how South African managers measure up against global peers, and why independent research is key in a market where performance has been driven by a handful of stocks.
Listen now to hear how data-driven insights are reshaping fund selection and what’s next for Morningstar’s research footprint in South Africa.