Watch the Morningstar Thought Leadership Forum Live

Thursday, November 14, 2019

Agenda

9:00 - 9:10 a.m.

Opening Remarks

Elizabeth Brigham, Head of Product Marketing, Morningstar

9:10 - 9:40 a.m.

Buying Time Amid Rising Protectionism – BlackRock’s Market Outlook

Mike Pyle, Managing Director, Global Chief Investment Strategist, BlackRock

Join Mike Pyle, BlackRock’s Chief Investment Strategist, as he discusses trade disputes and geopolitical frictions that are now the key drivers of the economy and markets. He’ll discuss how the escalation in the U.S.-China conflict – and the unpredictability of U.S. policy actions – have injected additional uncertainty into markets, even as a dovish tilt by central banks have helped extend this long expansion. During this session, find out about how and why portfolios should continue to raise resilience to potentially withstand a variety of adverse conditions over the short and long term.

9:40 - 10:10 a.m.

How the Industry is using Manager Research to Shape their Investments

Jeffrey Ptak, Head of Manager Research, Morningstar

Manager research and data is a flagship part of Morningstar’s software, analytics, and other services. In this presentation, we’ll give you a thumb-nail portrait of our manager-research team, explain how our capabilities and coverages have evolved over time, and offer update on key data and research initiatives that are relevant to you and the clients you serve. We’ll also summarize latest industry trends and some of our most recent published research findings and thought-leadership, including our well-known “Mind the Gap” study of investor behavior.

10:25 - 10:55 a.m.

OPEC+ & U.S. Shale: The Great Tug O’ War Continues

David Meats, Senior Equity Analyst, Energy, Morningstar

OPEC+ appears to have gotten its ducks in a row again after severely misjudging the ability of U.S. shale firms to continue increasing their oil output last year. By overcompensating, it inadvertently contributed to rising global stockpiles. The result is an uneasy alliance that puts supply and demand on level pegging for the time being. The problem is that there’s no room for expansion on either side of the equation - U.S. producers intend to keep growing, and OPEC doesn’t want to permanently reduce its share. If no-one blinks another round of oversupply is likely.

10:55 - 11:25 a.m.

New Enhanced Analyst Ratings, Aligning with Investor Needs and Empower their Success

Jeffrey Ptak, Head of Manager Research, Morningstar

Russel Kinnel, Director, Ratings, Manager Research, North America, Morningstar

Discover the new changes to the Morningstar Analyst ratings, setting a higher bar to earn a Gold, Silver, or Bronze ratings. These changes make Analyst Ratings easier to understand, more relevant to investors' decisions, and more effective in helping you achieve improved outcomes. In this session, you'll get an overview of the new methodology -- the what, the why, the how. We'll also cover the user impact and the latest findings. At the end of the day, we want users of our ratings to succeed.

12:00 - 12:30 p.m.

Why People Don't Invest: Our Role in Broadening and Deepening the Pool of Investors

Steve Wendel, Head of Behavorial Science, Morningstar

A majority of Americans are investors, however, many don't consider themselves so and don’t actively engage in securing their future. This hurts investors and our industry. In this presentation, we will present new findings that dive into people's thoughts regarding the financial services industry. Answering questions like - How many prospective clients is the industry losing out on? What is driving these clients away from the industry? And what can we do to reverse this trend?

12:30 - 1:00 p.m.

Stay Ahead with the Latest in Sustainability Trends and Research

Gabriel Presler, Director of Sustainability Strategy, Morningstar

Shila Wattamwar, Executive Director, Client Services, Sustainalytics

Since we introduced the Morningstar Sustainability Rating™ and partnered with Sustainalytics, we've continually improved its methodology and have expanded its scope to cover more than 50,000 funds worldwide. Now, the enhanced Morningstar Sustainability Ratings (live in Oct 2019) will provide you with an understanding of how companies are managing ESG risks relative to their peers. In this session, we'll provide the latest insights and trends in Sustainable Investing.

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