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
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?
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