Thursday 7 May 2026.
We're being deliberate in creating networking time, so you can foster new connections. Join other advisers and meet experts from Morningstar.
Ollie Smith, MC, will set the stage by outlining the day's themes and content, providing attendees with a clear roadmap of what to expect.
Former White House Presidential adviser, economist and bestselling author Dr Pippa Malmgren cuts through the noise to explain how geopolitical shifts are influencing markets, capital flows and portfolio risk. Gain clear context on what to watch, what to ignore, and how to translate macro uncertainty into more confident client conversations.
The 2026 agenda is available for download in PDF format. Would you like to download it?
This session will provide clarity on the evolving regulatory landscape and its impact on financial advisers.
Advisers provide immense value by helping clients endure market volatility. Based on research with top advisers, this session outlines how to develop a comprehensive market volatility plan, with actionable steps to support clients before, during, and after periods of uncertainty.
Politics is in the price. Focus on what matters: the power shifts moving markets. Wei Li (BlackRock), Johanna Kyrklund (Schroders), and Anna Rosenberg (Amundi) clarify what’s material across US–China tech rivalry, supply chain rewiring, America first policies, energy risk, and Europe’s political cycle - so advisers know what to watch, what to ignore, and where to lean.
Morningstar’s Investor Perspectives series explores the evolving challenges and opportunities for financial advisers. This session examines how advisers are responding to the rise of AI, the growth of private markets, and investor views on long-term investing. Gain insights into where advisers add value and how expectations are evolving.
AI remains a dominant investment theme in 2026, with infrastructure spending set to rise by 60% to over half a trillion dollars. Michael Field and Kenneth Lamont explore how AI is reshaping industries, identify key beneficiaries, and share effective strategies for investing in equities and funds during this transformative era.
This session equips financial advisers with insights into the unique challenges retirees face, including inflation and sequencing risk. Christine BenzandMike Coop, alongsideUK financial planners will discuss safe withdrawal rates and effective strategies to help advisers confidently guide their clients toward successful retirement outcomes.
The emergence of semi-liquid funds provides wealth and retail investors access to private markets. This session explores private equity and debt, investor accessibility, and operational challenges in this evolving space.
Discover game-changing innovations in WealthTech! Explore 10+ solutions tackling wealth management industry challenges, from compliance to client engagement.
With geopolitics, inflation, monetary policy, and market concentration reshaping markets, uncertainty remains high for multi-asset investors. Charlotte Yonge (Troy), John Roe (L&G), and Ursula Marchioni (BlackRock) discuss asset allocation, diversification challenges, and portfolio construction for 2026.
Mark Niznik (Artemis) and Victoria Stephens (Liontrust) reflect on a decade of headwinds for UK equities, including persistent outflows and Brexit. They’ll assess today’s valuation backdrop and consider whether the coming decade represents a reset or a repeat for UK investors.
A leading industry commentator and technology expert will unpack how innovation is transforming investing and advice. From AI to fintech and platform evolution, this session highlights what advisers should focus on now.
Kindly sponsored by Jupiter Asset Management.
