5 Things You May Have Missed: Day One of the 2022 Morningstar Investment Conference

The Morningstar Investment Conference kicked off today in Chicago, and this year we’re sharing daily highlights on LinkedIn. Here are five day-one takeaways:

1) Morningstar CEO Kunal Kapoor opened this year’s #MICUS with an address that highlighted the opportunity for advisors to build a future where “active personalization is the new active investing.” His keynote focused on three themes:?

1?Harnessing the power of ratings at scale to pick winning strategies

2?Connecting people to their portfolios through personalized risk tools

3?Reframing the client sustainability conversation to focus on investability, including negative and positive sustainable impact, as a new dimension

Here’s his full address on YouTube.

Kunal’s interview with Katie Braden, Innovating Advice’s chief video officer,?is also available.

2) The World is Their Oyster: T. Rowe Price portfolio manager David Giroux, BlackRock managing director & head of thematic strategy Kate Moore, and Morningstar senior manager and research analyst Bobby Blue discussed their distinct outlooks, along with the opportunities they see in semiconductors, agriculture, and enterprise software.

Here’s an interview Financial Adviser TV’s Jay Coulter did with Bobby Blue earlier today.

3) Exhibit Hall Excitement: The buzz in the #MICUS exhibit hall was real today! Attendees in Chicago watched live sessions at the Morningstar Theater and Social/Digital Hub presentations and much more around the show floor. We’ve got 96 exhibit booths and 38 sponsors this year, so there’s something for everyone!?

4)??University of Chicago professor of finance Dr. Raghuram Rajan wrapped up day one with a keynote that focused on challenges and opportunities facing today’s global economy and society as a whole. Key points:

• Inflation’s likely to persist, and interest rates will likely continue rising for a while.
• We’re entering an era of deglobalization and strategic rivalry.
• Investing in China has not been a successful strategy in the past few years.

5) There’s still time to register for this year’s Morningstar Investment Conference. Sign up now to make the most of our digital conference and get access to everything you missed, with access for 30 days.