Business
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