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Financial Advice

2019 Morningstar Investment Conference

Follow our annual investment conference with’s reports and one-on-one interviews with some of the industry’s best investing minds.

From May 8-10, the Morningstar Investment Conference brought together some of the best minds in investing.

Speakers covered the state of the bond market to opportunities in equities, as well as financial planning issues.

Attendees heard keynote presentations from PIMCO's Manny Roman, AQR's Cliff Asness, Franklin Templeton's Sonal Desai, and Morningstar CEO Kunal Kapoor, among others.

Morningstar analysts led discussions with notable investors and speakers including T. Rowe Price's David Giroux, Wellington's Jean Hynes, and Royce's Charlie Dreifus.

New this year, we presented the Morningstar Awards for Investing Excellence on Thursday.

Be sure to bookmark this page and return daily for the latest insights from the event.

Morningstar Awards for Investing Excellence Winners The trophies go to managers and a firm that put investors first.

Outstanding Stewardship: The Vanguard Group Jeff Ptak speaks with the firm's Tim Buckley about stewardship and the Vanguard of the future.

Outstanding Portfolio Manager: Dan Fuss Miriam Sjoblom talks with Dan Fuss of Loomis Sayles about a memorable investment opportunity and his advice for successful portfolio managers.

Nominees Outstanding Portfolio Manager Nominees We recognize five of the very best in the industry.

Rising Talent Nominees Four candidates stood out from their counterparts.

Exemplary Steward Nominees These asset managers treat investors well.


What's on Russ Kinnel's Radar? These are the topics Russ is most eager to hear about at Morningstar's annual event, which kicks off today.

Opportunities in High Yield, Emerging-Markets Bonds Sonal Desai, chief investment officer of the Franklin Templeton fixed-income group, says fundamentals in global bond markets are strong.

Russ Kinnel's Day 2 Wrap-Up Kinnel gives his take on a theme emerging at the Morningstar Investment Conference: indebtedness.

PIMCO's Roman: An Advocate for Active Emmanuel Roman asserts his firm's fixed-income edge at the Morningstar Investment Conference.

3 Qualities of an Easy-to-Stick-With Investment AQR's Cliff Asness digs into why some multifactor quantitative strategies have been struggling.

Kinnel: 3 Closing Thoughts From the Conference Russ Kinnel recaps day 3 with thoughts on healthcare and GE.

The Sector Powering T. Rowe Price Capital Appreciation Manager David Giroux shares a few stock picks and what he thinks of the bond market today.

A Revolutionary Change in Healthcare Wellington Management's Jean Hynes discusses key innovations in the sector today.

The Benefits and Challenges of Innovation in Healthcare Morningstar experts discuss patient benefits, costs, and planning for healthcare amid accelerating technology.

What 3 Great Managers Expect From the Bond Market We discuss value in the fixed-income markets and risks to be aware of during the Morningstar Investment Conference.

PIMCO's CEO on Fees and the Future Morningstar's Eric Jacobson speaks with PIMCO's Manny Roman at the Morningstar Investment Conference.

Desai Sees Bright Spots in the Economy Franklin Templeton's Sonal Desai on the lack of recession signs, trade skirmishes, and where the dollar is going.

Will Value Investing Come Back? Morningstar's Ben Johnson talks to BlackRock's Holly Framsted about the future of value investing.

How Charlie Dreifus' 'Risk Allergy' Shapes His Work The iconic Royce manager offers a panoramic view of what might be ahead.

The Largest Risk for Young Retirees Christine Benz talks with J.P. Morgan's Anne Lester about sequence risk, spending volatility during retirement and how to adjust withdrawals over time.

2 Top Managers on Secular Change and the Market T. Rowe Price's David Giroux and Wellington Management's Jean Hynes talk value investing, innovation in healthcare, and where they're finding opportunity.

3 Superior Managers on Today’s Muni Bond Market Three of the industry’s finest discuss where they’re finding value and what risks to consider.

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

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