2014 Morningstar Investment Conference

Highlights from the 2014 Morningstar Investment Conference, June 18-20 in Chicago.

Gotham's Greenblatt: When (and how) to long-short invest

June 20, 2014 | Runtime: 3:50

Do you really understand long-short investing? There are plenty of ways to go long-short. Joel Greenblatt of Gotham and Michael Aronstein of Marketfield offer their perspectives.

Morningstar's Kinnel: Investing in a 'meh' environment

June 20, 2014 | Runtime: 3:21

Russ Kinnel of Morningstar says there’s a general lack of enthusiasm in the stock market right now. So where should you be looking to keep your clients excited about investing? Plus, Mr. Kinnel offers his perspective on smart beta.

Value vs. growth; Beatles vs. Rolling Stones

June 20, 2014 | Runtime: 3:17

Beatles or Stones? Sgt. Pepper or Sticky Fingers? "Let it Be" or "Gimme Shelter?" David Koenig of Russell Investments asks, just as in music, why should you be forced to choose just one investment style?

Envestnet's Friederich: How to select an ETF managed portfolio

June 19, 2014 | Runtime: 1:40

ETFs are a fast-growing but challenging opportunity, according to Brooks Friederich of Envestnet. To stand out, advisers need to find a way to balance active and passive and find the right middle ground.

BlackRock's Stattman: Where to invest? Think globally

June 19, 2014 | Runtime: 2:43

BlackRock’s Dennis Stattman says international markets, particularly Japan, offer much more significant opportunities than domestic stocks for frugal investors. Mr. Stattman also offers his outlook for stocks and bonds over the next 12 to 18 months.

The many flavors of alternative investing

June 19, 2014 | Runtime: 2:12

Tom Florence of 361 Capital says alternative investing has become increasingly interesting as more variations of alts continue to pop up. What flavor is perfect for your clients?

Rick Ferri, Chris Brightman: Inside the smart beta debate

June 19, 2014 | Runtime: 2:30

Is smart beta more than just buzz words? Rick Ferri of Portfolio Solutions and Chris Brightman of Research Affiliates debate whether this middle ground between active and passive investing is right for all advisers.

Weitz Funds' Carney: Fixed-income outlook remains subdued

June 19, 2014 | Runtime: 3:19

With low short-term rates, the future for fixed income appears dim. Tom Carney of Weitz Funds says markets continue to grow increasingly difficult and that requires advisers to be more creative to build better portfolios.

Brian Jacobs: Direxion's new direction

June 18, 2014 | Runtime: 2:55

After building its business focused on leveraged ETFs, Direxion's new president, Brian Jacobs, says the firm wants to expand its focus and product lineup to target RIAs. How can the firm succeed in a crowded market?

Franklin Templeton's Hasenstab: Predicting market opportunities

June 18, 2014 | Runtime: 3:27

With domestic markets in flux, fixed-income ace Michael Hasenstab of Franklin Templeton says that there are opportunities overseas, but advisers will need to know where to look. Can you separate the wheat from the chaff in emerging markets?

 
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