2019's Guide to What the Experts Say

SPECIAL REPORT: At this year's Morningstar Investment Conference a range of experts gave their views on the stock market and global economies, as well as insights and investing ideas

James Gard 7 May, 2019 | 7:49AM

Morningstar Investment Conference speakers

Missed the Morningstar Investment Conference last week? Or attended the conference and didn’t catch all the sessions? Don’t worry, our special report week will help you fill in the gaps. Over two packed days, top-rated fund managers, economics and politics experts shared their views on markets, Brexit, value and contrarian investing, ESG, wealth management and infrastructure. 

JPMorgan’s Karen Ward kicked off proceedings with a warning for investors that they are obsessing too much about the US and not China - and was closed off by Aviador’s president Brian Byrne discussing Apple and autonomous vehicles - and why Facebook could face a difficult future if regulators get their way. Byrne also looked at how China’s Belt and Road initiative could reshape global trade, and countries need to make sure they are inside the inner circle of trusted partners.

The key concerns of financial advisers are addressed by NextWealth’s Heather Hopkins, who looked at costs and charges after MiFid II’s implementation. The Money Panel’s Catherine Morgan explains why advisers need to improve how they communicate with female clients. Holly Mackay of Boring Money explains why asset managers need to communicate much better with investors, for example by rethinking the language of factsheets.

Brexit was covered in great detail by LSE professor Simon Hix, who had some bad news for those hoping for a swift resolution to the current political crisis: whatever this year’s developments, Britain will be continually tinkering with its access to the single market for decades to come.

DAY 1 - Markets, Economics and Investing

2019 World Market Outlook

How China is Building a New World Order

Asia Opportunities for Contrarian Investors

Will Value Investing Make a Comeback?

What Next for Corporate Bonds?

Global Investors Must Now Focus on China, says JPM's Ward

Ruffer: Inflation Spike Will Derail the Bull Market

What Will the Federal Reserve Do Next?

DAY 2 - Financial Planning and Advice

Why Clarity Matters for Investors

Why People Pay for Financial Advice?

How to Help Clients Make Better Decisions

DAY 3 - Europe and Brexit

What Next for Brexit Negotiations?

Europe's Brands Excel

Opportunities in EU Real Estate

5 European Stocks With Economic Moats

DAY 4 - Sustainable Investing and Alternatives

Profiting From the Infrastructure Boom

Sustainable Investing With a Value Tilt

How to Tackle the Climate Change Emergency

 

 

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

James Gard  is content editor for Morningstar.co.uk

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