Investment Ideas 2012

SPECIAL REPORT: Investment ideas were flowing left, right and centre at the recent Morningstar UK Investment Conference

Holly Cook 18 May, 2012 | 12:40PM
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Morningstar UK's 6th annual Investment Conference played host to a wide range of the country’s top asset managers, plus a few well-known visitors from Continental Europe and the US. With investment ideas flowing left, right and centre, we've taken the opportunity to pick out some of the key themes for you. We also talked directly to the presenting managers to dig deeper into their views on the investing environment, regions and sector to avoid or look closer at, and favourite stock and bond picks.

Throughout the week of May 21-25, we're publishing our video interviews with those managers and other articles that dig into specific ideas and themes that emerged at the Morningstar Investment Conference.

Click here for a quick overview of three exciting investment ideas that we garnered from the two days of presentations, Q&As and panel debates.

Bookmark this page and be sure to check back throughout the week. We'll be updating this page with links to the latest articles and videos below, in addition to the blogs we published during the event. Please share your own thoughts in the comments section below each article.

China and Other Growth Markets

Interview: Which 8 Countries Will Lead the World to Faster Growth? Katie Koch of Goldman Sachs Asset Management explains why they're optimistic on global growth over the next decade and which eight economies will be the world leaders.
Presentation: How Much Should You Invest in Growth Markets? Goldman Sachs' Katie Koch says investors should look to have 25% of their equity exposure in 'growth markets'.

Interview: Major Growth Industries in China Philip Ehrmann, fund manager and China specialist at Jupiter, discusses Chinese industries where growth is expected to explode in the coming years.
Presentation: 7 Key Chinese Industries Ripe for Investment Certain Chinese industries, including new energy and new materials, are expected to see rapid growth in the coming years.

Interview: The Most Promising Emerging Markets in Asia Matthew Dobbs, an Asian expert and fund manager at Schroders, explains that large Asian opportunities exist, but there are also landmines.
Presentation: Pick and Choose When Investing In Asia Investors should be more focused on Asia, but need to be aware of the pitfalls too.

Interview: Lessons from China Industry veteran Edouard Carmignac discusses his Chinese investment ideas after returning home from a trip to China.
Presentation: US or China: A View from the Top The US and China are extremely compelling, says Edouard Carmignac, founder of Carmignac Gestion.

Interview: UK Companies That Will Flourish in China Jan Luthman, co-head of UK equities at Liontrust, discusses his top picks for UK companies that will flourish in China.


Interview: Dividend-Seekers: Be Wary of High-Yielding Stocks Thomas Forsha, subsadvisor to Aviva Investors, discusses whether we're approaching a dividend bubble, how to seek copmanies that will grow dividends, and why he likes small-caps for high yield.
Presentation: Dividend Manager's Top Tips for High-Yield Stocks Thomas Forsha outlines some key considerations for investors looking for high-yielding dividend stocks.

Interview: Look to Companies' Shares, Not Their Bonds, for Yield BlackRock's Nigel Bolton says yield-hunters should be looking at European companies' shares rather than their corporate bonds.
Presentation: European Equities Pay You More than Their Bonds BlackRock's head of European equities Nigel Bolton explains why investors' money is misplaced if they're putting it into corporate bonds in Europe.

Interview: Japanese Companies are a Bargain Neptune's Chris Taylor explains how Japan's multinational companies will benefit from global growth.
Presentation: After a Bargain? Look to Japanese Multinationals Analysts are too pessimistic: Japan's multinational companies are perfectly prepared for benefitting from the global growth trend.

Interview: Pessimism and Irrationality are Increasing Contrarian investor Alastair Mundy says he is taking advantage of market pessimism and irrationality.
Presentation: Going Against the Flow When Picking Stocks Investec's Alastair Mundy provides some stock-picking lessons learned by a contrarian investor.

Presentation: 3 Long-Term Sector Themes for the UK Investor Liontrust's Jan Luthman pinpoints pharmaceuticals, resources and currency adjustments as areas from which investors can benefit with a long-term view.


Interview: Invest in the Middle of the Credit Curve Investing in BBB, BB and some B-rated bonds is a great way to secure reliable income, says John Pattullo, a fixed income expert at Henderson Global Investors.
Presentation: Finding Bonds Yielding Between 4% to 9% The head of fixed income at Henderson, John Pattullo, explains his bond investment strategy.

Interview: The Old Rules for Bonds No Longer Apply PIMCO's Luke Spajic says bond investors must be more cautious because the world has been turned "upside down".

Interview: European Corporate Bond Market Set for Major Growth Kames Capital's Phil Milburn outlines why supply and demand for European corporate bonds will see explosive growth.
Presentation: Growth in the High-Yield Bond Market in Europe Supply and demand for high-yield euro bonds will increase dramatically over the next five to 10 years, says Phil Milburn from Kames Capital.

Managing Your Money

Interview: Emotional Traps Hamper Investors M&G's Dave Fishwick explains how investors can identify and try to avoid different emotional traps.
Presentation: Avoiding Emotional Investing Learning to avoid emotional investment decisions will help you take charge of your future.

Interview: How To Be a Good Investor Investec's CEO Hendrick du Toit outlines the characteristics you need to be a good investor in uncertain times.

Presentation: Salary Volatility Is Key to Your Investment Plan Your earnings potential and volatility are key elements of your 'human capital' and should dictate your risk tolerance.

Interview: Sticking to Your Financial Plan The head of the Institute of Financial Planning, Nick Cann, discusses how investors should tune out the market noise.

Investment Strategies

Interview: Counterparty Risk May Be Worth The Return Morningstar's Scott Burns discusses how counterparty risk may not be as bad as it's cracked up to be
Presentation: The Benefits of Synthetic ETFs Tracking an index using a synthetic ETF may be the best option for some investors.

Interview: To Diversify, or Not To Diversify? John Chatfeild-Roberts, chief investment officer at Jupiter, discusses his views on diversification

Interview: Low Interest Rates Present Challenge Newton fund manager Iain Stewart outlines how low interest rates are posing major roadblocks for investors

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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Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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