Jeffrey Schumacher

Jeffrey Schumacher

Jeffrey Schumacher is director of manager research at Morningstar Benelux. Morningstar analyzes and evaluates investment funds based on quantitative and qualitative research. Morningstar is part of Investment Officer’s expert panel.

Foto Globe Valentin Antonucci - Pexels
Expert Panel
January 9, 2026

Morningstar: Robeco versus MFS in global equities

While the average fund in the Global Large-Cap Blend Equity Morningstar category eked out a 5.8…
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Foto Globe Valentin Antonucci - Pexels
Expert Panel
October 3, 2025

Morningstar: JP Morgan vs Artisan in global equities

Exceptional investment strategies are rare, as reflected in Morningstar’s qualitative fund ratings…
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Pexels - Foto door Joshua Woroniecki
Expert Panel
July 4, 2025

Morningstar: Baillie Gifford versus GQG Capital in growth stocks

Global equity investors faced a challenging first half of the year. An optimistic start quickly gave…
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Safe Haven - Ray Bilcliff - Pexels
Expert Panel
June 27, 2025

Morningstar: Fidelity Global Dividend versus Trojan Global Income

The first half of the 2025 market year was turbulent. Investors quickly turned away from their…
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Pexels-freestockpro-Foto by Alex P
Expert Panel
April 4, 2025

Morningstar: GuardCap vs. Fundsmith in global equities

The 2025 stock market got off to a turbulent start. The once unwavering confidence in U.S. equities…
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Financials
Expert Panel
February 14, 2025

Morningstar: Robeco versus Blackrock in Financials

Investors have plenty of choices. The financial services sector encompasses a diverse universe from…
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Wereld aandelen
Expert Panel
January 10, 2025

Morningstar: Robeco versus Veritas in global equities

The investment year 2024 has proven to be a successful one for investors in global equities. The…
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Pavel Danilyuk
Expert Panel
November 29, 2024

Morningstar: playing chess with thematic funds rarely leads to profit

Thematic funds have grown significantly in size, number, and prominence globally over the past five…
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Small caps
Expert Panel
November 8, 2024

Morningstar: Trump's victory boosts U.S. small caps

The election of Donald Trump as President of the United States brings a range of uncertainties. Only…
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Investing
October 4, 2024

Fund Radar: a turbulent third quarter globally

From depressed to euphoric. The mood of global stock markets could change rapidly during the third…
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Expert Panel
August 23, 2024

Fund Radar: Individuals still prefer to invest in (fossil) energy

Investors continue to have unwavering confidence in oil company Shell, according to recent research…
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Foto: Mathew Browne via Pixabay
Investing
August 9, 2024

Fund radar: Sustainable funds and UK stocks out of favour

Despite global securities markets enjoying a robust first half of 2024 and various investment…
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India scene
Investing
August 2, 2024

Fund Radar: India stands out among emerging markets

This edition of the Morningstar Fund Radar delves into the investment strategies that have caught…
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Investing
July 5, 2024

Fund Radar: Global equity funds shine

This week’s Morningstar Fund Radar shines a spotlight on global equity funds, revealing a stellar…
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