This is the main feature day, join us in-person or online.
Welcome and Opening Address
Jamie Wickham, Morningstar / Tim Murphy, Morningstar
Markets have been on a tear since the lows of March 2020, aided by fiscal stimulus and record low interest rates around the world. But how long can this continue? Will inflation actually come to bear sooner than expected?
Dan Ivascyn, PIMCO
Morningstar Update—Our Vision for Financial Planning Software
Supporting the advice process end to end: an update on Morningstar's financial planning solutions.
Matthew Froggatt, Morningstar
Asset Class Diversification for a Range of Inflation Scenarios
Stimulus and vaccine rollouts have provided a shot in the arm to equity markets. But with bond yields rising in early 2021 on growing inflation concerns, and a rotation from value to growth stocks in equity markets over the same period, how long do we expect these trends to continue? Where do the best opportunities lie today? How should portfolios be positioned to deal with a range of possible outcomes?
Robert Almeida, MFS Investment Management / Jody Fitzgerald, Morningstar Investment Management / Tony Cousins, Pyrford International / Moderator: Simon Scott, Morningstar
Optional In-Person Session: Morningstar Tech Hub - Adviser Research Centre Live Demo
Hear about all the exciting new features added over the last 12 months and what’s planned for Adviser Research Centre. Learn how the analytical tools available on Adviser Research Centre can help you streamline common workflows that clients are asking, including ESG related queries and comparing inhouse and client models.
Mark McPhee, Morningstar / Tony Gangemi, Morningstar
Global Equities—Where to From Here?
In a speculative market full of SPACs, cryptocurrencies, and Reddit stocks, how should global equity investors remain focused on the long-term? In this panel we speak with two highly-decorated industry veterans about the opportunities and headwinds facing the sector.
Rajiv Jain, GQG Partners / Scott Berg, T.Rowe Price / Moderator: Chris Franz, Morningstar
Morningstar Update—Supporting you for Customer Success
An introduction to our Customer Success Team; how we support adviser and client success.
Hanne Gravas, Morningstar
All About Inflation? Charting the Way Forward for Fixed Interest Allocations
The prospect of inflation has occupied the thoughts of bond investors, as they look ahead to the path and pace of the recovery from the pandemic. Was the rapid steepening in yield curves earlier this year a sign of things to come or simply a reflection of the depths to which economies had halted a year earlier? How sustainable are the stimulus measures that have been enacted? What is the longer-term economic outlook, and how should investors position their fixed income portfolios in turn?
Jay Sivapalan, Janus Henderson Investors / Matthew Mulcahy, Macquarie / Moderator: Tim Wong, Morningstar
Optional In-Person Session: Morningstar Tech Hub - AdviserLogic Live Demo
Take a look at the key features of our award winning AdviserLogic. Learn how you can streamline your advice process, engage with your clients and deliver quality, efficient and compliant advice
Paayal Sharma, Morningstar / Lanie Worlsey, Morningstar
Bentley or Beetle—How Good are ASX-Listed ETFs as an Investment Vehicle?
ETFs have been seriously tested in 2020 via an extreme tail event and have largely come out the other side in good shape. But for those wanting to make portfolio changes in the depths of the COVID market volatility, the investor experience was challenging. So what does market liquidity look like now and what's next in ETF product development? They’re topics we'll put to our panel of asset manager leaders in a rapidly growing area of the market.
Craig Wright, Magellan Financial Group / Russel Chesler, VanEck / Christian Obrist, BlackRock / Moderator: Matt Wilkinson, Morningstar
Morningstar Update—Risk Profiling and Goal-Based Suitability
Connecting personal risk profile to a suitable portfolio – how we can help you differentiate your advice
Nicki Potts, Morningstar
Capitalising on the COVID Recovery in Australian Equities
With the worst of the pandemic hopefully behind us, investors have turned their focus to the recovery trade, the speed of which has surprised on the upside. Now the market is treading a fine balance between the optimism of accelerating in earnings growth and the valuation implications of a potential normalisation of long-term bond yields. As always there will be winners and losers, and it is an environment where stock picking should come to the fore. To discuss the major issues facing Australian equities investors we are joined by Dawn Kanelleas , Head of Australian Small and Mid-Cap Companies at First Sentier Investors and Dr Philip Hofflin, portfolio manager of Lazard Select Australian Equity.
Dawn Kanelleas, First Sentier Investors / Philipp Hofflin, Lazard Asset Management / Moderator: Michael Malseed, Morningstar
Optional In-Person Session: Morningstar Tech Hub - Morningstar Direct Live Presentation
Are you ready to take your analysis and client reporting to the next level? Come see how Morningstar Direct can increase efficiencies in your workflow and create a new level of client engagement.
Lorenzo Galasso, Morningstar
Sustainable Investing is Now Mainstream
Financial Advisers have an opportunity to actively engage investors of all kinds, as more Australian’s bring non-financial considerations to their investment decision making. In this panel, we will speak with global ESG experts about sustainability risks and opportunities. We will also explore implications for portfolio strategies and how Advisers can improve their communications with clients around sustainability considerations and identify investment solutions that fit your client’s needs.
Dan Kemp, Morningstar Investment Management / David Gait, Stewart Investors Board / Edwina Matthew, Pendal Group / Moderator: Chris Franz, Morningstar
Morningstar Update—Introducing ESG Model Portfolios
Combining funds from the growing number ESG investment options is an increasing challenge. Tim will give an overview of a new service we've developed to meet this challenge.
Tim Murphy, Morningstar
Discussing Implications for Client Portfolios
Morningstar's investment specialists will interpret the key takeaways and learnings from each session at the conference, sharing our insights into investment selection and portfolio construction, while answering any questions that are top of mind in your client portfolio considerations.
Tim Murphy, Morningstar / Aman Ramrakha, Morningstar / Jody Fitzgerald, Morningstar Investment Management / Moderator: Jamie Wickham, Morningstar