Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

Morningstar's Guide to What the Experts Say

This week we reveal all the top news and views from the latest Morningstar Investment Conference: the biggest opportunities and where the threats to your portfolio lie

Emma Wall 19 May, 2014 | 9:16AM

Ever wondered where the investment experts put their cash? If the professional investors put their money where their mouth is and back their own asset class? This week we reveal all the top news and views from the latest Morningstar Investment Conference, where 400 of the country’s financial advisers got together to listen to the City’s greatest wax lyrical on the subject they feel passionate about – your money.

Over two days, fund managers, analysts, portfolio managers and even some of Morningstar’s own presented on what the biggest opportunities out there are for private investors – and where some of the biggest threats to your portfolio lie.

With refreshing honesty, several speakers admitted they wouldn’t allocate cash to their own fund – while others spoke candidly about just how much we really should worry about tinkering politicians and meddling regulators.

Read on for our edit of what the experts say.

Monday: The Macro View

Which economies will thrive in the post-recession world, and how does that affect portfolios?

Interest Rate Rise will Punish Investors and Economy

How Much does Politics Influence the Stock Market?

Emerging Market Debt: Why Currency Matters

Markets Beware Tinkering Politicians

Tuesday: Equities

When will emerging markets rebound, and what can we expect from home grown businesses?

How to Make Money in Emerging Markets

Which UK Companies are Undervalued?

3 Undervalued UK Bank Stocks

3 Biggest Threats to Your Investments

How Social Change Creates Investment Opportunities

Volatility Equals Returns Not Risk

Wednesday: Bonds

Are all bonds bad? Where is there value left and should we be buying?

Not All Bonds are Bad

Apple Bonds Yield More than Spanish Debt

How Bond Yields Have Fallen

Bonds Will Protect Against Deflation

Thursday: Advice and the Industry

What does the future of advice look like and how is the asset management sector evolving?

How Much Money do You Need to Retire?

What is the Advice Gap?

What's Stopping Investors Taking Financial Advice?

Who is Responsible for Your Retirement Income?

What Investments are Advisers Recommending Now?

Shareholders to Blame for Financial Crisis

Do You Trust Financial Advisers?

Friday: Portfolio Construction

What asset blend is right for now and are passives the answer?

3 Essential Investment Lessons

How to have an Investment Edge

Passive Investment: What is Smart Beta?

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

Emma Wall  is former Senior International Editor for Morningstar

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites