9:35 a.m.–10:10 a.m. (GMT) Light in the Income Darkness: credit markets in the sweet spot
A sensible income approach married with a flexible mandate is key to navigating the political and economic uncertainty of markets. Never more so than now, fixed income will continue to play a key role for investors going forward as a resilient cornerstone and a source of income. Jenna Barnard discusses her team's approach and views on the challenges of fixed income investing. Jenna Barnard, Janus Henderson
10:15 a.m.–10:50 a.m. (GMT) The dynamism of UK Smaller Companies & AIM
What does it mean for a company to be described as Dynamic and what ingredients are required for companies to become hugely successful? What has driven the huge success and ability for UK Smaller companies to thrive particularly over the past decade? We will look at the work of Professor Carlota Perez and her theories on industrial revolutions to explore where we are now and what the future may hold. Despite the current challenges in the world, opportunities still exist to invest in exciting, compelling and dynamic growth companies. Dr. Paul Jourdan, Amati Global Investors
10:50 a.m.–11:05 a.m. (GMT) Break
11:05 a.m.–11:40 a.m. (GMT) The Great British Sustainable Savers Census 2020
Holly will share the findings from qualitative and quantitative research with UK savers, investors and advisers. What do consumers want, what are their concerns and what trade-offs will they accept? How has Covid-19 changed things? And how has adviser sentiment shifted over the last 12 months? Holly will identify the 6 main types of investor when it comes to attitudes to ESG and sustainable saving—and help you identify key drivers, interest and even funds which map to these different cohorts’ priorities. Holly Mackay, Boring Money
11:45 a.m.–12:20 p.m. (GMT) The Speed of Change
This session harnesses the latest trends and developments, bringing you bite-sized insights across a number of areas. Encompassing Morningstar’s own research, the evolution of data when analysing funds and an adviser’s working practices today, there will be plenty of key takeaways. Karen Andersen, Morningstar / Samuel Meakin, Morningstar / Bhavik Parekh, Morningstar / Robert Starkey, Morningstar / Helena Wardle, Smith & Wardle / Rajesh Yadav, Morningstar
12:25 p.m.–13:05 p.m. (GMT) Change is Coming: is Your Advisory Practice Ready?
The landscape for financial advisers/planners is changing more rapidly than at any point in history. Fundamental shifts in regulations, technology, demography, and the zeitgeist mean that advisers will need to evolve both the service they deliver and how they deliver it. Client demand for convenience, transparency, and objectivity is rapidly escalating. Fintech is continuing to replace some of the services performed by advisers. Andregulatory demands are rising while adviser margins are compressing. This sea change could represent the end of your practice or a new beginning. While change can be hard, it also presents opportunities for those who are able to capitalise on it. In this session, we’ll discuss how advisers can evolve their practice by adopting new attitudes, behaviours,services, and technologies to thrive in a new world order. David O'Leary, Kind Wealth
Live Sessions: 17 November
9:15 a.m.–9:50 a.m. (GMT) Can China Continue to be the Powerhouse of Growth Over the Next Decade?
With China transitioning to a domestically orientated consumer economy, Devan will be reflecting on China’s greater significance in indices and the global economy, and what the implied changes are for emerging markets as a whole. What will the growth drivers be for the asset class outside of China? Devan Kaloo, Aberdeen Standard Investments
9:55 a.m.–10:30 a.m. (GMT) Value Investing—Could This be the Greatest Opportunity in a Generation or are we Deluding Ourselves?
Ben Whitmore will talk about the dilemma facing investors: value shares on many measures are at their lowest valuation relative to growth shares in a generation. In fact, the portfolio he is managing is cheaper than the one he was managing at the height of the TMT boom in the late 1990s. However, a combination of significant change within the structure of economies (for example, in retail, energy, automotive and financial services) and very low interest rates are causing people to question whether it really is an opportunity for value investing. Once in a lifetime opportunity or are we deluding ourselves? Ben Whitmore, Jupiter Asset Management
10:35 a.m.–11:20 a.m. (GMT) Navigating the ESG and Impact Investing Landscape
With regulation soon requiring that financial advisers assess their clients’ sustainability preferences, being able to navigate the expanding sustainable and impact investing fund landscape is no longer optional. But it is not easy. We delve behind the scenes with three investment managers to better understand their approach, the various options available to retail investors and why they think some will deliver better outcomes and higher impact than others. This session will be implementation-focused and offer you actionable take-aways for use with your clients. Katherine Davidson, Schroders / John William Olsen, M&G Investments / Sacha Sadan, Legal & General Investment Management / Moderator: Hortense Bioy, Morningstar
11:20 a.m.–11:35 a.m. (GMT) Break
11:35 a.m.–12:10 p.m. (GMT) An Inflection Point for Sustainable Investing. The Time Is Now.
Never has there been a timelier litmus test for sustainable investing. As environmental, social and governance (ESG) issues have become part of the mainstream investment narrative, the industry is at an inflection point. Financial professionals have an opportunity to help investors of all kinds and in every region of the world begin to consider not only how ESG risks might affect their portfolios but also how their investments in companies, funds, and various sustainable finance instruments might result in positive societal and/or environmental outcomes. The time is now to turn fear into opportunity through proactive and impactful financial decision-making. Michael Jantzi, Sustainalytics, a Morningstar company
12:15 p.m.–12:55 p.m. (GMT) The Value of Real Financial Advice
Never before has Real Financial Advice been more valuable, and never before has it been more important for you to understand, believe, and communicate that value. In this engaging session, Carl will make sure that is clear! Carl Richards, The Behavior Gap
2020 Digital Sponsorship Opportunities
Conference sponsorships let your firm join our lively conversation. Past sponsors know that the Morningstar Investment Conference is more than just a way to show off your logo—it’s a chance to connect with an engaged audience of decision-makers.
Frequently Asked Questions
New date for the MICUK digital conference The MICUK 2020 digital conference will take place on the 16 and 17 November 2020. The exact times will be communicated and confirmed in due course. You will be able to watch all of the content from the conference on-demand until 1 December 2020.
What does “digital event” mean?
The digital Morningstar Investment Conference is an immersive online event that features all the key benefits you love about our flagship industry conference, bringing together industry leaders and investing experts to discuss the latest developments and share new perspectives on the market. The Morningstar Investment Conference UK (MICUK) forms part of our global MIC Digital event, taking place throughout the Autumn.
Will my registration for the live conference roll over to the digital event?
No, unfortunately, your registration for the live conference will not roll over to the digital event registration. You’ll need to register for the digital event taking place later this year; please simply complete the registration form by clicking the registration button at the top of this page to register your place. Note: this is only open to financial advisers and wealth managers, and Morningstar reserves the right to rescind invites to those individuals who do not meet our registration criteria.
When will I receive my refund?
The refund should be back on your credit or debit card by the end of September 2020. Please contact us if you have not received your refund by this date by emailing firstname.lastname@example.org.
What software will be required to view the keynote speakers, panel discussions and interact with people?
The digital Morningstar Investment Conference will be web-based, so all you'll need is a computer and an internet connection.
What will the digital Morningstar Investment Conference cost to register?
We have taken the decision to open up access to this year's #MICUK by making it free for financial advisers and wealth managers to attend. Please simply complete the registration form by clicking the registration button at the top of this page to register your place. Note: this is only open to financial advisers and wealth managers, and Morningstar reserves the right to rescind invites to those individuals who do not meet our registration criteria.
Where can I find the agenda for the digital Morningstar Investment Conference?
Agenda details and our speaker line-up details are available at the top of this page!