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The Changing Investing Landscape

Morningstar’s Shannon Zimmerman discusses the rise of passive investing, changes in the fixed-income environment, the search for yield and the lasting impact of Jack Bogle’s 2002 conference keynote.

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Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. The Morningstar Investment Conference is celebrating its Silver Anniversary this year. There've been some pretty big changes in the investing landscape over the last quarter century, and I'm here today with Shannon Zimmerman, associate director of fund analysis, to look at some of those trends and what investors can expect to hear at this year's conference. Shannon, thanks for joining me today.

Shannon Zimmerman: Good to be with you, Jeremy.

Jeremy Glaser does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.