Skip to Content
Fund Spy

Manager Question of the Month: What’s the Biggest Risk Factor?

Valuations and the effect of loose monetary policy on asset prices and capital allocation are top of mind for some equity managers.

Mentioned: , , , , ,

Each month Morningstar manager research analysts speak with dozens of portfolio managers. The main purpose of these interviews is to inform our annual coverage and rating of more than 2,200 strategies in the United States and even more globally. Each time we speak with a manager we revisit their team, process, and any portfolio changes they have made, while also touching on performance.

These conversations give Morningstar access to a wide-ranging breadth of manager opinion and insights. One of the most fun parts of this job is learning what they see in the markets. Since our global fund reports, however, focus mainly on the managers’ strategies, many interesting tidbits we hear about companies, economic trends, markets, and other topics end up on the cutting-room floor.

Kevin McDevitt does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.