Morningstar's Holly Cook with M&G's Head of Fixed Interest Jim Leaviss
If you attended the Morningstar Investment Conference earlier this month and you’d like to hear more from some of this year’s speakers, their post-presentation interviews are available below. If you didn’t attend and you’d like to hear Richard Buxton’s take on UK equities, or Robin Batchelor’s view on global commodities markets, to name a few, have a look and put next year’s conference in your diary!
Jim Leaviss (M&G): M&G’s Head of Fixed Interest explains his outlook for inflation and discusses vehicles to protect against rising prices
Burns: Know What You Own in ETFs: ETFs suit investors both large and small, but the right investment idea can be completely ruined by bad execution of that idea, says Morningstar’s Scott Burns
Collings: Emerging Markets Far Safer In Long Term: HEXAM’s Bryan Collings says focusing on short-term risk when investing in emerging markets is akin to creating a “weapon of mass wealth destruction
Dr Savage: Monte Carlo Modelling in Everyday Life: Drs Paul Kaplan and Sam Savage explain how stochastic modelling and Monte Carlo simulations are used in everyday life as well as asset allocation theory
Bonham-Carter: Industry Faces Multiple Challenges: Jupiter CEO Edward Bonham-Carter says the investment industry is just starting to address the challenges of rising longevity and a changing pension environment
Thompson: Stable Career Deserves Riskier Portfolio: Ibbotson Associates’ John Thompson explains how a more volatile career choice deserves a more conservative portfolio, and vice versa
Rogoff: The Tech Sector is Awash with Cash: Polar Capital’s Ben Rogoff says the tech sector is unique in terms of its net cash position, but large-caps are generally not the best place to invest
Jordison: A Dull Outlook for UK Property: Don Jordison of Threadneedle Property says there’s little risk of major upside or downside from here, but UK property has some solid areas
Abercrombie: European Banks Cheap for a Reason: Schroders’ Justin Abercrombie outlines three potential fat pitches–volatility in store for European financials, a less discerning GEM investor, and undervalued defensives
Greetham: Our Model Says We’re in Overheat Stage: At the Morningstar Investment Conference, Fidelity’s Trevor Greetham outlines how various assets perform in differing stages of the economic cycle
Taggart: Don’t Invest in CEFs Just for a Discount: Morningstar’s Mike Taggart says investors should select closed-end funds that primarily suit their portfolios; any discount should be considered a secondary bonus=
Stewart Cowley (OMAM): The Head of Fixed Income at OMAM explains why investing in government bonds currently “doesn’t make any sense” and discusses more attractive ways to protect one’s investment.
Richard Buxton (Schroders): Schroders’ Head of UK Equities says the continuation of good profit growth, good cash flow and balance sheet repair means there is plenty of opportunity in UK equities.
Robin Batchelor (BlackRock): BlackRock’s Robin Batchelor says smaller oil companies don’t have the same volume growth challenges that larger integrated oils players face.