Morningstar Investment Conference 2009
Join us on 12-13 May for the annual Morningstar Investment Conference in London.
Like the previous years, the conference will be run fairly differently from others in the industry. We continue to feature speakers who we think are best in their field and therefore we do not accept payments from sponsors in return for speakers. Indeed, our speakers have been selectively chosen to address you in their areas of excellence and share their views. The conference is open to all financial advisors and institutions and it is CPD approved (17 points for both days; nine on day one and eight on day two). If you have not yet registered, you can learn more about attending here. We have also created a brief video introduction to Morningstar conferences from Morningstar founder and CEO Joe Mansueto.
Below are some of the highlights at the conference, but we strongly recommend you review the full agenda here.
Stattman to give global investment outlook
As the credit crisis continues to impact markets around the globe, many economies struggle to remain afloat. But where do investors go from here? Is there scope for optimism? BlackRock’s Dennis Stattman will discuss the latest investing insights and the outlook for a number of global market segments.
Buxton and Shah on UK equities
The UK equity market enjoyed solid gains and low volatility from 2003 until the subprime woes of 2007. The ensuing credit crunch has had catastrophic consequences across markets globally and UK equities were no exception. But what does the future hold? Richard Buxton, Schroder’s Head of UK Equities, will give his insights into expectations for the UK equity market in 2009 and beyond. In an ensuing session, Fidelity’s Sanjeev Shah, who is a strong advocate of bottom-up research into company fundamentals, will discuss the benefits and limitations of bargain hunting in the current market and share some of his views on what a successful manager should look for.
Snowden to give fixed income outlook
As the credit crisis continues, a number of questions arise: What opportunities are created? How can investors capitalise on these and what are the risks? Are governments reacting appropriately? We bring you Stephen Snowden of Old Mutual Asset Management to answer these questions and more, and share his expectations for global bond markets in 2009 and beyond.
JPM’s Titherington on emerging markets
Strong growth rates have swept over emerging markets between 2003 and 2007, attracting a sizeable inflow of assets, with China funds leading the rally in double, and even triple, digit returns. Nevertheless, as developed markets struggled in 2007 emerging markets tumbled with a lag later in 2008, bringing an end to the previously popular de-coupling argument. JP Morgan CIO and head of emerging markets equities will share his views on riding out such period and discuss where the opportunities lie.
As well as keynote sessions, the conference will feature a number of panels with distinguished speakers on global equities, funds of funds, the global fund investor experience, retirement income planning, using economic moats to improve investor returns and a UK equity panel of extraordinary stock pickers.
