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 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?
Apple Bonds Yield More than Spanish Debt
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'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