Morningstar UK: Podcasts

Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at how the financial world is looking 10 years on from the global Financial Crisis. Tom Becket, Chief Investment Officer at Psigma is first up to chat with our senior editor Emma Wall about which Investments best survived the Financial Crisis.

Where have investors made money over the past 10 years - and what should they consider when analysing returns and future gains? Emma Wall and Dan Kemp, Chief Investment officer for Morningstar Investment management are up next to discuss.

What Will Cause the Next Recession?

A decade on from the beginning of the global financial crisis, Emma Wall talks to Edward Smith, Head of Asset Allocation Research at Rathbones about what may cause the next downturn.

Is Short Term Investing is Damaging Returns and Society. Former Investment Association chief and FCA consultant Daniel Godfrey believes short-termism is damaging returns and is launching a fund, the People's Trust, to prove it.

How do you Make Money When Market Volatility Rises? Oyster Continental European Selection fund manager Mike Clements is discusses how he is preparing his portfolio for a rise in market volatility.

As Bob Johnson, Director of Economic Analysis wraps up his time at Morningstar, he looks back at the global economy over the past decade and looks to when the next downturn may appear.

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Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at Emerging markets. Emerging market investing brings its own unique set of challenges such as corporate governance, state owned enterprises and stock markets which are more closely linked with economic health to name a few. In this month’s podcast we take a closer look at the opportunities and risks offered by these heterogenous group of countries, and whether you should be adding exposure to your portfolio.

Lets begin with China, investor confidence in China has improved in 2017 – but does this mean the outlook has too? Charlie Awdry, manager of Janus Henderson China Opportunities has seen investor euphoria and hatred in his decade of running funds – he talks to our Senior editor for Morningstar.co.uk Emma Wall on what investors can expect next.

How Does China Impact Emerging Market Investing? China is the largest economy in Asia - how much does the Chinese economy impact investing in the region? We talk to Gary Greenberg, Manager of the Hermes Global Emerging Markets Fund.

What are the risks associated with investing with emerging market bonds? And what do they add to an investor’s portfolio? We talk next to Morningstar investment Management’s Tanguy De Lauzon on how best to add emerging market bonds to your portfolio

Currency depreciation can have a very negative impact on the balance sheets of sovereign bonds, and of corporates. But if can create investment opportunities too. Joining us next is Claudia Calich, Manager of the M&G Emerging Markets Bond Fund to explain How Currency Impacts Emerging Market Bond Investing

With economic growth in the eurozone, there is an increased demand for manufactured goods, materials and energy - all provided by Eastern Europe. Chris Colunga, Manager of the BlackRock Emerging Europe Trust is up next to discuss some interesting Emerging Europe opportunities.

Why is Russia an attractive investment opportunity? There are many risks associated with investing in Russian equities - but these have made the market cheap and there are some very interesting stock opportunities explains Morningstar Investment Management’s Cyrique Bourbon up next.

Staying with Russia, Liam Spillane, Head of Emerging Market Debt at Aviva Investors says that Russian bonds are no longer good value but that there are pockets of value to be had in other areas of emerging Europe.

Finally, we return to Hermes Global Emerging Markets fund manager Gary Greenberg who picks three emerging market companies he thinks are good for growth

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Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at record high stock markets and whether investors to be concerned about a global downturn.

10 years on from the pre-crisis FTSE 100 high, we examine how UK stocks have fared over the past decade - and what investors should expect next. Is the FTSE 100 Facing Another Market Crash? Tanguy De Lauzon from Morningstar Investment Management is up first to discuss this with our senior editor for Morningstar.co.uk Emma Wall.

The Federal Reserve is expected to raise interest rates next month. Will this trigger a correction in US equities - a market which is looking increasingly expensive? Paul O'Conner, Head of Multi Asset at Janus Henderson is up next to discuss if a Fed rate rise means the us stock market will fall.

Should you sell US stocks? Are US stocks overvalued? The S&P 500 clocked yet another all-time high last week. Jeremy Glaser, Editor for Morningstar.com is up next to question whether it’s time to take your gains from US equities.

Concerned about a market correction? Morningstar Investment Management's Dan Kemp, Chief Investment Officer, EMEA at Morningstar Investment Management explains that you can you buy portfolio protection - but it won't be cheap.

Absolute return investor Jonathan Gumpel, Manager at Brooks Macdonald Defensive Capital Fund draws comparisons between today's stock markets and those of 2007 - and warns investors not to take too much risk and that now might be the time to buy gold.

Traditional pension portfolios move savers' cash into lower-risk assets as they approach retirement, but new research from 7IM suggests this default should be re-considered. Emma Wall is up next to talk about how to manage risk as you approach retirement.

And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening.

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Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we bring you the highlights from our annual Morningstar Investment conference and more.

Our conference is host to advisers, economists, fund managers and academics covering vital and topical issues impacting savers and investors.

Let’s get started with our first guest on the podcast, Anna Stupnytska, global economist for Fidelity who warns that global growth and reflation trade has peaked. So should investors be concerned about a global downturn?

Why are markets not reacting negatively to bad news? Stock markets hate uncertainty - or so we're taught. But the last year has seen considerable political uncertainty and markets have rallied. We speak to Newton's Iain Stewart, investment leader for newton Investment management to find out why.

The textbooks tell us innovation is good for the economy - but as robotics and technology disrupt the status quo could your portfolio returns be impacted? James Dowey, chief economist and CIO of Neptune Investment Management is up next to discuss how tech innovation could damage your portfolio returns

Up next, businesswomen, campaigner and co-founder of SCM Direct Gina Miller tells senior editor for Morningstar.co.uk Emma Wall why she went to court over the Brexit vote, and how the European Union will benefit from the UK leaving the EU.

Gina Miller, who also founded the True and Fair Campaign against too-high fund fees is up again to tell us about her new campaign to encourage tactical voting in the upcoming General Election.

If you think the UK is just divided into leavers and remainers? Think again, there are more complex political factors at play says YouGov's Joe Twyman up next.

Interest rates are rising, but bond prices are falling. How do you find fixed income opportunities in an environment like this? We talk to Jupiter's Ariel Bezalel to find out more.

Would You Rather £100,000 Now or £150,000 in 10 Years' Time? Can you overcome behavioural bias and wait a decade for a larger amount of money? Pension freedoms drawdown rates suggest not – and our survey we took on the streets on London confirms it.

Fund fees have fallen in both the active and passive market in recent years, but the industry must be more transparent when it comes to cost says Dr. Jonathan Lipkin from The Investment Association up next.

What are investors most concerned about? Morningstar spoke to advisers attending our Investment Conference to find out where they consider the best opportunities to be – and what is worrying their clients the most.

And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening.

Subscribe to our podcast on itunes:

https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

http://www.morningstar.co.uk

At the Morningstar Investment Conference in London, Gina Miller tells Emma Wall why she is fighting for tactical Brexit voting in the upcoming UK General Election

Morningstar Guest: Gina Miller, Founder SCM Direct

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http://www.morningstar.co.uk

Happy New Tax year and welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we bring you a comprehensive guide to Planning for Retirement.

The problem with investing for retirement is it seems a very long way off for so many of us. The State Pension age is now 67, with average life expectancy at 80 years. Seemingly more pressing financial obligations call out to be prioritised; children’s education, family holidays, DIY. But start investing for retirement early enough and the burden is far less; put off saving into a pension and the sacrifice you must make to meet the same financial goal is much greater.

Let’s start with the podcast off with the basics, Emma Wall, Senior editor of Morningstar.co.uk explains what a pension is and why you should have one.

Investing well is key to building up a sizeable pension pot. If done correctly investing can also help build you buy a property or pay for your children’s education. So, can you afford not to invest?

Next up, Lets talk ISA’s. The Lifetime ISA launched last week at the beginning of the new 2017/18 tax year, offering a generous top up from the Government. But it is not the only way to get free cash from the State explains Emma Wall.

Are you looking to access your pension pot for income but are still saving for retirement? Take note; the Money Purchase Annual Allowance is changing explains Nathan long, Senior pensions analyst and Hargreaves Lansdown up next.

So you’ve decided Investing is for you and you want to get started. But how do you do it? How do you start to build and investment portfolio? Emma Wall is back to explain.

What is Pension Drawdown? Multi-asset drawdown portfolios can provide a steady income stream in retirement. How should drawdown strategies be used - and can they compliment an annuity? Daniel Needham, President and Chief Investment Officer for Morningstar Investment Management is up next to explain.

How do you de-risk a portfolio in retirement? Morningstar's Director of Personal Finance, Christine Benz offers a few options to investors looking to reduce risk but who are concerned about low-yielding expensive bonds.

How does retirement spending affect withdrawal rates? Data shows that the withdrawal rate gets higher as spending decreases in retirement, explains financial planning expert Michael Kitces in our next interview.

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Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week it’s a Morningstar Conference Special brought to you from Amsterdam.

The Morningstar Institutional Conference is host to some of the best investors, academics and thought leaders and we are excited to share with you a packed podcast this week with Senior editor Emma Wall interviewing all of the key speakers at the conference.

Lets start with Christopher Davis, Chairman of Davis Advisors who discusses an important question, when is the right time to buy stocks?

Why we should we care about Environmental, social and governance issues also known as (ESG) when investing? Mats Andersson from the Global Challenges Foundation, talks to us about the why ESG is important and reveals the essential components and the fund providers who are getting it right.

While Brexit remains in negotiation stages, the impact on the FTSE has already been felt. How can investors navigate the UK market as the political backdrop changes?

Our next guest, Derek Stuart, Manager of the Artemis UK Special situations Fund is here to explain.

Are European Stocks Overvalued? Isabel Levy, founder of Metropole Gestion is our next guest to explain how she uses fundamental industrial analysis to avoid value traps and identify the fair value of European equities

Up next, Morningstar Senior Equity Analyst Jim Senegal explains 5 factors influencing the share price of financial stocks and how investors can interpret them for profit.

Our next guest, Hilde Jenssen from Skagen Funds admits that emerging markets have disappointed investors over the past three years - but valuations are attractive and reforms are boosting returns. the Time maybe just Right to Invest in Emerging Markets.

Franklin Templeton's Michael Hasenstab warns investors that there is little value left in bonds and so to not to be too complacent about rising interest rates as he predicts the bond bubble is set to burst.

Which Funds are Worth Paying For? High active share funds - that is those managers who take off benchmark bets - outperform those low active share. So ban closet trackers from your portfolio suggests Finance professor Martijn Cremers.

Our final guest from this years Morningstar’s Institutional conference is Professor Gerd Gigerenzer who says fund providers need to invest in education so that savers are better equipped to deal with risk - and can make better financial decisions.

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Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week it’s ISA Ideas and Budget week. Lets start with Junior ISA’s. Junior ISAs allow you to save on behalf of under-18s tax efficiently. Just like an adult Isa, you can chose to shield cash, stocks or investment funds from HMRC, but unlike the adult Isa, investments cannot be cashed in at any time – the child must reach 18 before they have access to funds. We start our podcast today with Emma Wall, Senior Editor for Morningstar.co.uk and Adrian Lowcock, Investment Director for Architas who discuss Junior ISAs in more detail as well as give us 3 Fund Picks for your Junior ISA.

As the ISA deadline looms, investors should consider their portfolio holistically and aim to have a portfolio that is well positioned to achieve their investment goals. Portfolio Manager for Morningstar Investment Management, Richard Whitehall is up next to discuss how to take this into consideration when rebalancing your portfolio.

Chancellor Philip Hammond has delivered his first Budget report revealing higher taxes for self-employed and investors with more then £50,000 invested outside an ISA. So what does the Budget mean for you? Emma Wall and Cyrique Bourbon, Portfolio Manager for Morningstar Investment Management are up next to discuss just that.

Where do Morningstar professionals invest their ISA cash? Morningstar Investment Management and Morningstar analysts work with stocks, funds, markets and ETFs every day - but where do these professionals invest for themselves? We asked them where they will be investing their ISA portfolio this tax year.

Want to legally reduce your tax bill? Tilney's Head of Estate Planning Ian Dyall tells us how - and warns investors to make sure they balance their needs.

Looking to reduce your tax bill and boost your portfolio returns? Emma Wall finishes off our podcast today explaining the benefits of ISAs and SIPPs - and outlines some alternative tax-efficient investments to consider.

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Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we’re looking at how investors can get the maximum income from their portfolio.

This time last year the Federal Reserve was promising several interest rate hikes through 2016, and the Bank of England looked set to follow. But then the unexpected happened and Britain voted to leave the European Union, sending the pound plunging and the Bank into damage limitation mode.

As a result, the Bank of England base rate was cut to and even lower record level of 0.25%. All hope is not lost however. The FTSE 100 yields an average of around 3.7%, despite rallying 15% in the last year, and the US, Europe and even emerging markets have well-covered dividends and investment grade bonds for the discerning income investor.

Let’s kick things off with Emma Wall, Senior Editor for Morningstar .co.uk and Ariel Bezalel, Manager of the Jupiter Strategic Bond Fund as they discuss inflation and what this means for interest rates.

If you’re new to investing then we’re here to help. Listen to our next piece where we find out exactly what a stock is and the risks and benefits to investing in them

Up next, Fidelity Special Situations fund manager Alex Wright picks three undervalued stocks at an attractive price - which also pay out more than the rate of inflation

Going back to basics, we now know what a stock is, but what exactly is a bond? If you’re new to bond investing or have held fixed income funds for some time and just need a refresher course then listen up for all the information you need.

What Does Rising Inflation Mean for Bond Investors? Next up is Bronze Rated M&G bond fund manager Richard Woolnough explains how macro factors such as rising inflation influence his investment process

Want to beat Inflation? Then maybe it’s time to consider equities says Invesco Perpetual's chief investment officer Nick Mustoe who urges income investors keen to beat the erosive effects of inflation to look for stocks with growing dividends

Could You Live on £25 a Week?

The average pension pot is just £25,000 - buying you a weekly income in retirement of just £25. David Aird, Managing Director at Investec is up next speaking to Emma Wall to discuss how to maximise your lifetime savings and make them go further

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http://www.morningstar.co.uk

Welcome to the first podcast of 2017 from Morningstar UK, the leading provider of independent investment research. As it’s the start of the year lets take a look at what you can expect from global markets in 2017, starting with bonds.

Emma Wall, senior editor for Morningstar speaks to Morningstar Investment Management's Mark Preskett who says gilt yields may fall in 2017 but bonds still have an important role to play in investor portfolios.

Turning now to UK Equities we have Simon Brazier, manager of the Investec UK equity fund. Simon says investors should prepare for a year of volatility - but there are opportunities in domestically focused cyclical stocks.

2017 will be the year for several European Elections including in the Netherlands, France and Germany all of which could impact the market. Canada Life Investments' chief investment officer David Marchant considers the impact of these European elections on asset prices and investors.

Political upset can cause market volatility - and investment opportunities. But perfect market timing is near impossible, so how can investors be sure to profit from the dips? We now go to Emma Wall who shares her insight on how to profit from the upcoming European elections.

Some European equity managers struggled last year, as energy and financial stocks rallied. Muna Abu-Habsa, Director of Manager Research Ratings for Morningstar suggests funds that can adjust to these changing backdrops may be best positioned for 2017.

Is President Donald Trump a threat to emerging market returns? Paul Jackson, Head of Research for Source ETF considers the outlook for the sector and where investors can find the best opportunities.

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http://www.morningstar.co.uk