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MORNINGSTAR INVESTMENT CONFERENCE News & Analysis

How to invest in the AI revolution
Stocks
How to invest in the AI revolution
Big-tech is leading the artificial intelligence race, but there are plenty of smaller companies well placed for what's to come.
Sarah Dowling | 26 May 2023
Australia faces risk of recession and housing challenges: Pimco
Fixed Income
Australia faces risk of recession and housing challenges: Pimco
A likely recession, housing challenges and bonds are back; those are the key takeaways from Pimco experts at this week's Morningstar Investment...
Megan Neil | 25 May 2023
Australia faces risk of recession and housing challenges: Pimco
Fixed Income
Australia faces risk of recession and housing challenges: Pimco
A likely recession, housing challenges and bonds are back; those are the key takeaways from Pimco experts at this week's Morningstar Investment...
Megan Neil | 25 May 2023
5 key investment themes for the long term
Markets
5 key investment themes for the long term
Capital Group’s Matt Reynolds sees significant investment opportunities in AI, healthcare, and industrial companies helping with...
James Gruber | 24 May 2023
Why former US treasury secretary Larry Summers is 'long' on Australia
Markets
Why former US treasury secretary Larry Summers is 'long' on Australia
The influential US economist says Australia will substantially benefit from immigration in the coming decades.
Sarah Dowling | 28 April 2023
Industry champions on the cheap: Emerging markets at the Morningstar Investment Conference
Video
Industry champions on the cheap: Emerging markets at the Morningstar Investment Conference
Strong commodity prices, cheap valuations and a head start on interest rate hikes means emerging markets are set for strength, says Dr. Joseph Lai of...
Lewis Jackson | 23 February 2022
Searching for sages: Editor's note
Markets
Searching for sages: Editor's note
Even a broken clock is right twice a day.
Emma Rapaport | 04 February 2022
Budget must put money in people's pockets first
Markets
Budget must put money in people's pockets first
Investing in business while wages stagnate is the wrong approach, the Grattan Institute's Danielle Wood has told a Morningstar forum.
Emma Rapaport | 09 October 2020
A fireside chat with Magellan’s Hamish Douglass
Stocks
A fireside chat with Magellan’s Hamish Douglass
Hamish Douglass looks back on the rocky route to Magellan, his exasperation at trying to predict the Fed’s rate moves, and the regulatory risks...
Lex Hall | 18 July 2019
Why sovereign bonds hold enduring appeal
Video
Why sovereign bonds hold enduring appeal
Neither cash, infrastructure funds or even corporate bonds provide investors with true underlying defensive structures during peak market stress,...
Glenn Freeman | 18 June 2019