Which Global Issues Will Top Managers Tackle in Chicago?
At the Morningstar Investment Conference, Europe's debt woes, gold's rally, and China should get their due.
Yesterday on Morningstar.com, my colleague Russ Kinnel previewed some noteworthy panels featured at this year's Morningstar Investment Conference, which starts tomorrow in Chicago. Here, I'll take a closer look at the issues likely to be raised and questions that may be answered by the managers who focus specifically on the international realm.
The Global Picture
Thursday morning's general session is one event that should attract a lot of attention from attendees and those of you following the conference on Morningstar.com. That panel features three managers who use very wide-ranging strategies, and who thus must make judgments on a wide variety of global topics: Cory Gilchrist of Marsico Capital Management, Anne Gudefin of PIMCO, and Dennis Stattman of BlackRock.
This session is a must-see for those investors who savor hearing broad macro views from accomplished managers. This trio faces fewer constraints than the vast majority of their peers, so they're more likely to make at least some of their decisions based on their opinions on interest rates, attractiveness of a particular country or region, or the valuations of markets and currencies, rather than simply on whether a certain company's stock looks good at its current price. (Though I wouldn't be surprised to hear the latter as well.)
Gregg Wolper does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.