Companies racing for a coronavirus cure have moved to lofty valuations. Morningstar analyst Alex Morozov is looking for lesser-known healthcare names
Morningstar Guest: Alex Morozov - Director of Equity Research, EMEA, Morningstar
As investors look for safety, Ned Naylor-Leyland, manager of the Merian Gold & Silver fund, is optimistic on the outlook for precious metals
Morningstar Guest: Ned Naylor-Leyland - Manager, Merian Gold & Silver Fund
With many consumers housebound and travel plans on hiatus, Morningstar's Jelena Sokolova discusses the outlook for the luxury goods sector
Morningstar Guest: Jelena Sokolova - Equity Analyst, Morningstar
Funds must pass two key tests to earn their place in the portfolio of
Rob Burdett, manager of the BMO MM Navigator Distributor fund
Morningstar Guest: Rob Burdett - Manager, BMO MM Navigator Distribution
Fund
Want to make money in emerging markets? Look for stocks which are uncorrelated to trade war fears and US central bank policy says T Rowe Price's Ernest Yeung
Morningstar Guest: Ernest Yeung - Manager, T. Rowe Price Emerging Markets Value Equity Fund
Rachel Winter from Killik & Co highlights three retail stocks that are defying the odds and offering investor growth opportunities - and even some income
Morningstar Guest: Rachel Winter, Senior Investment Manager, Killik & Co
Stocks Mentioned: Nike Inc, The Home Depot Inc and TJX Companies Inc
Miton's Nick Ford is optimistic about the US; tax reforms and a buoyant consumer are pushing up stocks. But the FAANGs are overvalued he warns
Morningstar guest: Nick Ford - Manager, Miton US Opportunities Fund
Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the Impact a No Deal Brexit could have on the Markets.
UK Brexit Secretary Dominic Raab and EU Chief Negotiator Michel Barnier are currently locked in crunch talks over the future of the Britain’s trade terms with the European Union. With Brussels admitting there is “no plan B” for a no-deal Brexit, the stakes couldn’t be higher.
Should investors shun UK assets and seek shelter in US assets if there is a no deal Brexit. Or does the uncertainty create opportunities? Our first guest, Mike Coop from Morningstar Investment Management explains.
What Impact Does Political Turmoil such as a no deal Brexit Have on Markets? Morningstar Investment Management's Dan Kemp is up next and considers how the latest Brexit fallout will affect portfolios.
What Does Brexit Mean for Your Pension? Sterling weakness has been good for investors who own FTSE 100 stocks. But concerns are growing that Brexit is distracting politicians from other priorities. Senior International Editor for Morningstar, Emma Wall discusses this issue next.
But if you are nervous about Brexit’s impact on UK stocks, there are plenty of global opportunities to choose from. In her latest monthly series Killik & Co's Rachel Winter shares three lesser known top stock picks within aerospace, fragrances and alternative energy.
Does a Strong US Dollar Create Buying Opportunities in Asia? A strong US dollar and trade war rhetoric has meant Asian equities have suffered this year - but JPMorgan's Joanna Kwok says the outlook is positive
Political crises, trade disputes and environmental disasters are leading investors to re-appraise their exposure to emerging markets assets and our very Dan Kemp returns to explain How to Successfully Navigate Emerging Market Investing
Finally, our last guest today is Fidelity's Dhanajay Phadnis who explains to Emma that although Indian stocks look expensive, political reforms are creating sector-driven growth opportunities for investors.
And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening.
Should investors shun UK assets and seek shelter in US assets if there is a no deal Brexit. Or does the uncertainty create opportunities?
Studio guest: Mike Coop - Head of Multi Asset Portfolio Management, Morningstar Investment Management
Aberdeen Standard's Nicholas Yeo says that slower Chinese GDP growth is a positive development - and good news for investors
Morningstar Guest: Nicholas Yeo - Head of Chinese and Hong Kong Equities, Aberdeen Standard Investments
Chinese stocks are officially in a bear market, having lost 20% year to date. What has caused the slump and will the market recover?
Morningstar Guest: Andrew Swan - Head of Asian and Global Emerging Markets Equities, BlackRock
Rachel Winter joins Emma Wall for this month's 3 Stock Picks video - and highlights a sustainable company and one of Asia's tech giants
Morningstar Guest: Rachel Winter - Senior Investment Manager, Killik & Co
Portfolio managers who have been reducing their exposure to growth-oriented stocks throughout the year have had mixed results
Studio Guest: Muna Abu-Habsa - Director, Manager Research Ratings, Morningstar
Financial advisers attending the Morningstar Investment Conference in
London last week revealed their clients were most concerned about
Brexit, Trump and Corbyn
Why was the Brexit vote such a shock to many? And will it spell the end
or the beginning of populist politics? Professor Matthew Goodwin makes
his predictions
Morningstar Guest: Matthew Goodwin - Professor of Politics, University
of Kent
Looking for more than the FANG stocks to add to your portfolio? Richard
Clode from Janus Henderson picks three tech stocks you won't have heard
of
Morningstar Guest: Richard Clode - Manager, Janus Henderson Global
Technology Fund