The fifth annual Morningstar UK Investment Conference took place on May 10 and 11 in London and as promised the line-up did not disappoint. Held in association with the Institute of Financial Planning, Morningstar's 2011 Investment Conference delivered expert opinion and practical insight from some of the country’s leading investment professionals.
Over the two days, more than 300 delegates heard from no fewer than 20 industry experts on topics ranging from central bank policy to corporate health, the battle for basic resources to harnessing emerging market opportunities, managing volatility in the next phase of the economic recovery to new risk management models, wealth forecasting and assessing human capital to the impact of RDR on the adviser industry...and more.
As in previous years, Morningstar.co.uk reported live on the conference, publishing regular blog posts covering all the highlights, as well as talking directly to each presenting investment professional. Links to each blog post and video interviews with each presenter are available below.
Justin Abercrombie, Head of QEP Global Equities, Schroders
Presentation Blog: Active Management Through Recovery
Video Interview: European Banks Cheap for a Reason
Robin Batchelor, Managing Director, Joint CIO, Natural Resources Equity Team, BlackRock
Presentation Blog: Fundamental Underpinning for High Oil
Video Interview: Larger Oil Companies, Larger Challenges
Clive Beagles, Senior Fund Manager, JO Hambro Capital Management
Presentation Blog: Limit Fund Size to Secure Outperformance
Video Interview: Some Funds In Danger of Being Too Big
Edward Bonham-Carter, Group Chief Executive, Jupiter Fund Management
Presentation Blog: Pension Expectations Are Too High
Video Interview: Industry Faces Multiple Challenges
Scott Burns, Director of ETF, Closed End Fund and Alternative Fund Research, Morningstar Inc.
Presentation Blog: If You Invest Passively, Invest Cheaply
Video Interview: Know What You Own in ETFs
Richard Buxton, Head of UK Equities, Schroders
Presentation Blog: We're a Long Way from 'Normal' Environment
Video Interview: Opportunity Across the Board in UK Equity
Bryan Collings, Managing Partner, HEXAM Capital Partners; Lead Manager of Ignis International HEXAM Global Emerging Markets Fund
Presentation Blog: Invest It All in Emerging Markets
Video Interview: Emerging Markets Far Safer In Long Term
Stewart Cowley, Head of Fixed Income, Old Mutual Asset Management
Presentation Blog: US Looks Like 80x Leveraged Hedge Fund
Video Interview: A Bond Manager Who Doesn’t Like Bonds
Trevor Greetham, Portfolio Manager and Asset Allocation Director, Investment Solutions Group, Fidelity Investment Managers
Presentation Blog: We'll Be Selling Commodities Soon
Video Interview: Our Model Says We're in Overheat Stage
Don Jordison, Managing Director, Threadneedle Property Investments
Presentation Blog: Property--Diversification and Income
Video Interview: A Dull Outlook for UK Property
Jim Leaviss, Head of Retail Fixed Interest at M&G Investments
Presentation Blog: UK's AAA Rating Safe for a Few More Years
Video Interview: Inflation Environment Extremely Uncertain
Crispin Odey, Founding Partner and CIO of Odey Asset Management
Presentation Blog: Why Understanding Wage Conversion is Key
Ben Rogoff, Fund Manager, Polar Capital Partners
Presentation Blog: Numerous Risks for Tech Incumbents
Video Interview: The Tech Sector is Awash with Cash
Dr. Sam Savage, Ph.D., Chairman of Vector Economics Inc.; Consulting Professor, Stanford University; Fellow, Cambridge University Judge Business School
Presentation Blog: 21st Century Risk Modelling and Asset Allocation
Video Interview: Monte Carlo Modelling in Everyday Life
Mike Taggart, Closed-End Fund Strategist, Morningstar Inc.
Presentation Blog: Plenty of Scope for CEF Education
Video Interview: Don't Invest in CEFs Just for a Discount
John Thompson, Vice President and Portfolio Manager, Ibbotson Associates
Presentation Blog: Are You a Stock Or a Bond?
Video Interview: Stable Career Deserves Riskier Portfolio