2018's Guide to What the Experts Say

SPECIAL REPORT: In our coverage of the Morningstar Investment Conference we take on Brexit, sustainable investing, millennial money problems and the risk of recession

Emma Wall 8 May, 2018 | 9:15AM
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Didn’t get a chance to attend the Morningstar Investment Conference last week? Never fear – the Morningstar.co.uk team was on hand, meeting experts, interviewing speakers and digesting the themes so you don’t have to.

Top-rated fund managers from Jupiter, PIMCO, JO Hambro Capital Management, Troy, Schroders and M&G shared where they see the greatest investment opportunities. We covered off Europe, emerging markets, the US, UK stocks, gold and alternatives. 

Economists from JP Morgan and the University of Kent gave their view on global stock markets, encompassing Donald Trump's tax plans, life after Brexit, and the risk of another global recession.

Aberdeen Standard, BlackRock, Killik & Co and Morningstar Investment Management navigated savings and retirement, taking in the financial disparities between millennials and baby-boomers, outcome investing and what risk really means.

Throw in a former hostage negotiator, an innovation geek, a bitcoin analyst and a host of ESG forerunners and prepare for your guide to what the experts say.  

Tuesday: Economic and Market Change

Brexit, the risk of recession and central bank policy

What Will Happen to Politics Post-Brexit?

Will US Tax Reform Lead to Growth or Inflation?

How to Stay Positive When Markets Look Negative

Why Investors Should Be Nervous About Markets

Schroders: Europe Fears are Unfounded

Are Bonds Sufficient Diversifiers?

Wednesday: Technology and Innovation

Artificial intelligence, disruption and crytocurrency

What is Artificial Intelligence?

Where WPP and Capita Went Wrong

Blockchain Offers Risk and Reward to Investors

Why Your Financial Adviser Should Embrace Technology

Tesla Growth Story Intact Despite Poor Results

Thursday: Responsible Investing

ESG, carbon investing and sustainable returns

Why Should Investors Care About Climate Change?

How Passive Funds are Playing an Active Role in ESG

Is Your Financial Adviser Listening to You?

Friday: Life, Death and Retirement

Intergenerational finances, outcome investing and pension provision

How Millennial Savers Have it Better - and Worse

Millennials vs Baby-boomers: The Financial Divide

What is Outcome Investing?

 

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.

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About Author

Emma Wall  is former Senior International Editor for Morningstar