2012 Morningstar Investment Conference was held on June 20-22, 2012. Many fund industry luminaries were invited to the event—including Jeremy Grantham, Will Danoff, Mason Hawkins, Dan Fuss, Bill Bernstein, and Michael Hasenstab. They were convened in Chicago to weigh in on the eurozone crisis, the retirement income challenge, as well as the prospects for equities, bonds, and cash in light of current market volatility, anemic bond yields, and 10 years of lackluster real returns for equity investors.
There were no small topics at the 2012 Morningstar Investment Conference. Morningstar moderators hosted sessions on a range of topics. Director of personal finance Christine Benz zeroed in on the challenges today's retirees face. Director of alternative fund research Nadia Papagiannis focused on managed futures, and Tom Idzorek, the newly named president of Morningstar's global investment management division, weighed in on diversification in a non-normal world. Other sessions covered investments across the capital structure; equity valuations (good, bad, and ugly); dividend and moat strategies; emerging-markets stocks, bonds, and currency; risk and reward in tech stocks; and key themes in muni bonds.
If you didn’t make it to this year's conference, you can still play along at home. Our website will feature some keynote speeches and reports in the coming few weeks. Be sure to bookmark our website and return again over next few weeks.