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Morningstar’s Q3 2021 US Stock Market Outlook Webinar – Asia Edition

Morningstar’s Q3 2021 US Stock Market Outlook: Time to Trade Up in Quality

Stock prices are high, interest rates are low, and corporate credit spreads are tight. Is there anything left that’s undervalued? With the equity markets trading near record levels, will stocks continue to march ever higher? Or will the Fed take away the punch bowl? Following the rotation into value stocks thus far this year, are equity valuations of companies with Wide Economic Moats still being left behind?

As the pandemic continues to abate, the outlook for the U.S. economy remains robust and we project U.S. real GDP growth of 6.0% in 2021, 4.6% in 2022, and 3.4% in 2023. This aggressive growth is enabled by economic normalization as consumer spending shifts back to services from goods. However, inflation has reared its ugly head.

I'd like to personally invite you to join our webinar, taking place on Thursday, July 8 at 10:00 a.m. HKT / 11:00 a.m. JST, to learn why we think inflation will subside later this year and to help you understand current market dynamics and identify pockets of opportunity! You will also hear more details on our ESG Risk Rating Assessment in partnership with Sustainalytics.

In this continuation of our popular quarterly Market Outlook series, we’ll cover:
• Key valuation context that will help you explain the stock market outlook to your clients
• Provide an update regarding our revised outlook for the U.S. economy and inflation
• Review content enhancements we are implementing to include Environmental, Social, and Governance (ESG) issues into our analysis
Recorded Jul 8 2021 61 mins
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Presented by
Dave Sekera, Preston Caldwell, Adam Fleck
Presentation preview: Morningstar’s Q3 2021 US Stock Market Outlook Webinar – Asia Edition
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  • Current Trends in Hedge Funds: Strategies for screening & performance reporting Oct 28 2021 4:00 pm UTC 60 mins
    Kenneth J. Heinz and Jeff Sandell
    Morningstar and Hedge Fund Research (HFR) have partnered to present “Current Trends in Hedge Funds: Strategies for screening & performance reporting.”

    Join us for a live webinar to discuss key takeaways from HFRs latest hedge fund industry report. We’ll highlight stand-out strategies and how to apply these to your workflow using Morningstar Direct. You’ll learn how to screen for and chart the performance of hedge fund indices and uncover related hedge funds. We will then demonstrate how to easily incorporate Hedge Fund content into solutions for portfolio management and external communications.


    Speakers:
    Kenneth J. Heinz, CFA is the President of Hedge Fund Research, Inc. (HFR) and is a leading authority on the global hedge fund industry. Mr. Heinz manages HFR's industry leading hedge fund index business, including the HFRI, HFRX, HFRP, HFRB, HFRU and HFRL Indices. Mr. Heinz has provided specialized consulting services to the industry's most significant institutional investors globally and has worked directly with thousands of managers, including many of the industry's most influential firms.

    Jeff Sandell, CIPM is a Senior Product Manager for Morningstar Direct℠. Mr. Sandell’s primary responsibility is to define the product strategy for Direct to serve the needs of institutional asset owners and consultants. Prior to Morningstar, Mr. Sandell held product management roles with Charles Schwab and FactSet Research Systems.
  • Q4 U.S. Stock Market Outlook Webinar - APAC Edition Oct 7 2021 2:00 am UTC 45 mins
    Dave Sekera,Chief U.S. Market Strategist; Preston Caldwell, Head of U.S. Economics; Mike Hodel, Director of Research
    Investors entered 2021 with high hopes that the pandemic was on a downward trend and economic normalization was on the horizon. Value stocks surged and interest rates rose as bond prices fell; however, by summer, investors returned to their 2020 playbook as the resurgence of the delta variant of COVID-19 drove new cases higher. In this one hour webinar, we will discuss the economic and market impact from this resurgence as well as where we see the economy and market headed.

    In this continuation of our popular quarterly Market Outlook series, we’ll cover:

    - Key valuation context that will help you explain the stock market outlook to your clients and highlight where we see value for investors today
    - An overview of where the U.S. economy is in its post-pandemic recovery, including prospects for inflation and a full return to normal
    - Highlight the evolution occurring in the communications sector and how those changes impact our view of equity valuations and highlight several undervalued stocks

    Presented by:
    Dave Sekera, CFA, Chief U.S. Market Strategist
    Preston Caldwell, Head of U.S. Economics
    Mike Hodel, Director of Research – Communications
  • Q4 U.S. Stock Market Outlook Webinar - U.S. / EMEA / CAN Edition Oct 6 2021 3:00 pm UTC 60 mins
    Dave Sekera and Mike Hodel
    Investors entered 2021 with high hopes that the pandemic was on a downward trend and economic normalization was on the horizon. Value stocks surged and interest rates rose as bond prices fell; however, by summer, investors returned to their 2020 playbook as the resurgence of the delta variant of COVID-19 drove new cases higher. In this one hour webinar, we will discuss the economic and market impact from this resurgence as well as where we see the economy and market headed.
      
    In this continuation of our popular quarterly Market Outlook series, we’ll cover: 

    - Key valuation context that will help you explain the stock market outlook to your clients and highlight where we see value for investors today
    - An overview of where the U.S. economy is in its post-pandemic recovery, including prospects for inflation and a full return to normal
    - Highlight the evolution occurring in the communications sector and how those changes impact our view of equity valuations, and highlight several undervalued stocks

    Presented by:
    Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Mike Hodel, Director of Research – Communications.
  • Aplicación de Metodologías ESG en la Evaluación de Riesgo Corporativo y Soberano Sep 29 2021 9:00 pm UTC 60 mins
    Janet Viader, Marco Sepúlveda, Pablo Miller
    La integración de metodologías ASG para la medición y evaluación de riesgos es crucial actualmente para portfolio managers, gerentes de riesgos e inversionistas.

    Es por ello que estamos organizando este webinar para mostrar cómo de manera sencilla Morningstar – Sustainalytics permite a los inversionistas de manera sencilla y práctica incorporar ratings corporativos y soberanos en la medición de riesgos de sostenibilidad para sus carteras y productos como fondos de inversión e ETFs.

    Speakers: Janet Viader: Sustainalytics Senior Associate, Client Relations / Marco Sepúlveda: Sustainalytics Manager, APAC Client Relations and Research Products / Pablo Miller: Morningstar Sales Director Mexico
  • Active Share - Context is Everything Sep 28 2021 8:30 am UTC 30 mins
    Matias Möttölä & Mathieu Caquineau, Morningstar
    Active share is a measure of the difference between a portfolio and a benchmark. In researching funds within Morningstar’s manager research team, it’s become evident to us that active share can be a useful tool in identifying a manager’s style and appetite for active risk, but only when considered in the context of the market in which the fund invests.

    In this webinar and in contrast to previous active-share literature, we take a broad look across Morningstar Categories to understand similarities and differences between their levels of active share. The 43 categories included in the study that this webinar is based on span Asian and European single-country markets and regional categories, as well as global developed and emerging markets.

    Presented by:
    Matias Möttölä, Associate Director, Multi-Asset and Alternatives
    Mathieu Caquineau, Associate Director, Cross-Border Equity Ratings Chair
  • Leverage Firm Diversity Data & Insights in Your Investment Analysis Recorded: Sep 15 2021 31 mins
    Jeff Sandell
    Many investors see diversity as an opportunity—they see firms with diverse ownership as better long-term investments.

    Join us on to learn how to incorporate firm diversity data into your investment analysis through Morningstar Notebooks in Direct.

    Morningstar collects firm-level diversity data to help you understand firm diversity policies and practices to get an edge on who is going to outperform on talent. Whether you are just starting your planning process or looking to enhance your DEI strategy, learn how you can also participate in this database and add transparency to your firm’s diversity initiatives. Now, we are surfacing this data and analytics in Morningstar Notebooks, where users can easily access and leverage this data and insights in real time. Notebooks offers an easy and efficient way to analyze data and develop new and meaningful insights.

    Presented by:
    Jeff Sandell, Senior Product Manager

    Duration: 30 minutes
  • Global Digital Infrastructure and Connectivity – Outlook and Opportunities Recorded: Sep 14 2021 59 mins
    Andrew Lane, Dan Romanoff, and Jeff Spiegel
    We live in the age of hyperconnectivity. Technological advancements have enabled new communication vectors from human to human, human to machine, and machine to machine. With data traffic growing at an exponential rate, the importance of digital infrastructure will only continue to increase. Investors have expressed a clear desire to capitalize on this theme, as it will continue to drive rapid, transformational change.

    In this webinar we will discuss:

    • The future of digital infrastructure & connectivity
    • How Morningstar Research uniquely identifies companies that will benefit most from the evolution of infrastructure as a service (IaaS) and 5G technologies
    • How the Morningstar Global Digital Infrastructure and Connectivity Index enables investors to gain meaningful exposure to these two themes
    • A framework for how to think about including these innovative themes in investment portfolios



    Speakers:
    • Andrew Lane, Director of Equity Research – Strategic Indexes, Morningstar Indexes
    • Dan Romanoff, Equity Analyst, Morningstar
    • Jeff Spiegel, US Head of BlackRock Megatrend, International and Sector ETFs, BlackRock
  • Asset Flow Forecasts in Morningstar Direct Recorded: Aug 31 2021 33 mins
    Glenn Laatsch, Director, Product Management / Laura Lutton, Head of Client Solutions, Asset Management
    Morningstar has developed a fund flow model that decomposes the reasons why funds grow and why funds shrink and then uses such findings to forecast future growth rates.

    In this webinar you will learn about:

    - The latest industry trends and how current asset flows can inform market behaviour later this year and in 2022 as well as the ins and outs of flow data and what investors are doing with their money.

    - We will also introduce you to the Asset Flows module in Morningstar Direct and how the recently added Asset Flow Forecasts capabilities compliment the workflow.

    Presented by:
    Glenn Laatsch, Director, Product Management
    Laura Lutton, Head of Client Solutions, Asset Management

    Duration: 30 min

    Language: English
  • Move Clients from Plan to Action with Morningstar Goal Bridge Recorded: Aug 23 2021 14 mins
    Tony Xie
    Join Tony Xie, Director of Product Management, to learn how you can connect your clients’ goals with investment planning with our Goal Bridge capability in Morningstar Office.
    • Build personalized investment plans that prioritize client goals with confidence
    • Leverage research investors trust and data you can depend on
    • Help clients better understand trade-offs that can lead to better goal outcomes
  • Equity Investment Frameworks and a Behavioral Edge Recorded: Jul 29 2021 68 mins
    Nimesh Chandan, Head Investments, Equities at Canara Robeco Mutual Fund
    Staying the course by ignoring market noise is difficult. Whether you are a novice or a seasoned investor. The beauty about stock markets is that nothing works every single time. A good process will necessarily lead to a good long-term outcome, though in the near term it may not work. But is having a good investment process enough? Does having a behavioral edge bring in added advantages?

    Join us for an interactive chat with Nimesh Chandan, Head Investments, Equities at Canara Robeco Mutual Fund, to discuss their Equity Investment Framework, Behavioral applications in investing and learnings from a post-CoVid World.
  • 2021 Global Liquid Alternatives Landscape Recorded: Jul 28 2021 31 mins
    Francesco Paganelli & Erol Alitovski, Senior Manager Research Analysts, Morningstar
    Liquid alternative funds are still relatively young, but they still had $500 billion in assets globally as of April 30, 2021, according to Morningstar data. Investors, however, still lack awareness of these funds' challenges and risks, and often fail to form realistic expectations for them. Chasing good and fleeing poor performance chasing has been rampant, causing wild swings in asset flows among funds and in and out of the asset class.

    Alternative strategies still can play a role to play in investors' portfolios, but they need to better understand their potential benefits. In this webinar, you will learn about the key learnings of our '2021 Global Liquid Alternatives Landscape'-analysis and we explain some of the reasons for liquid alternative strategies' recent performance challenges.
  • Morningstar Direct Forum Recorded: Jul 27 2021 44 mins
    Eric Brignall, Ian Tam, Andrew Carnovale
    Hear from Morningstar experts about how we can help you use Morningstar Direct to enhance your business and use best practices as you grow.

    This forum will include:
    - Recent Product Enhancements & Sneak Peak at Upcoming Features, by Eric Brignall, Senior Product Manager
    - Canadian Client Focused Reforms, by Ian Tam, CFA, Director of Investment Research
    - CFR-focused Product Demo, by Andrew Carnovale, Customer Success Manager
  • Building Stronger Connections with the Morningstar Office Client Portal Recorded: Jul 20 2021 15 mins
    Hazal Sabah
    Build client connections with confidence by leveraging research investors trust and data you can depend on. Join Product Manager Hazal Sabah to learn how you can connect with clients using an interactive portal and build stronger client connections. With the Morningstar Office Client Portal, you’ll have access to performance reporting and document sharing, branding capabilities, and customized goal plans to help your clients stay focused on their goals.
  • Q3 EMEA Stock Market Outlook Recorded: Jul 20 2021 42 mins
    Michael Field & Alex Morozov, Morningstar
    Join Michael, CFA, Senior Equity Analyst who will be hosting a live webinar on our Q3 EMEA Stock Market Outlook, with guest speaker Alex Morozov, Director of Equity Research, EMEA.

    In this first iteration of our quarterly Market Outlook series, we’ll discuss:

    • Key valuation context that will help you explain the stock market outlook to your clients
    • Developments in the economic situation over the last quarter and how this has fed into price changes on a sector basis.
    • The valuation picture across EMEA, and which sectors we currently see the most opportunity in.
    • Our best ideas across the European coverage universe

    We believe these insights will help your firm best support your client base in an ever-changing market. To join us live at 10:30 am CEST/09:30 GMT or gain access to the recordings, register for our webinar on Q3 EMEA Stock Market Outlook.
  • Building a 100% fee only practice in India Recorded: Jul 15 2021 63 mins
    Srikanth Bhagavat, Hexagon
    While paying a fee for advice is still not prevalent in India, the trend is changing.

    With the regulatory push towards advisory, distributors are realising that they need to adapt their business models and charge fee by showcasing their value add.

    But are clients willing to pay fee?
    How can advisers convince clients to pay fee?
    How to show your value add?
    Is it possible to sustain an advisory practice solely by charging fee from clients?

    To answer these questions, Srikanth Bhagavat, Managing Director & Principal Advisor of Hexagon Wealth, will join us for an interactive webinar on July 15, 2021 at 4 pm. He will share how he is transitioning to a 100% fee-only practice. So do not miss this chance to interact with him.
  • Biopharma ESG Risks from U.S. Pricing doesn't sway our valuation Recorded: Jul 12 2021 62 mins
    Karen Andersen, Anna Bonomi, Damien Conover, Steven Pearson
    Join Morningstar, Sustainalytics and the Institute for Clinical and Economic Review (ICER) to discuss the methodology in application to a core risk facing the biopharma group: new U.S. government policies aimed at reducing drug pricing to increase access for patients.

    Our esteemed panel will discuss their findings from Morningstar's latest research paper, Biopharma ESG Risks from U.S. Pricing doesn't sway our valuation, and:

    * How ICER recommendations may influence pricing risks for pharma and biotech companies
    * Sustainalytics’ ESG Risk Rating, with a focus on the exposure dimension of access to basic services Material ESG Issues.
    * Integration of ESG within Morningstar’s equity research, with regards to the ICER analysis

    Speakers:
    Karen Andersen, Strategist, Equity and Credit Analysis, Morningstar
    Anna Bonomi, Manager, Healthcare & Chemicals Research, Sustainalytics
    Damien Conover, Director of Equity Strategy, Morningstar
    Steven Pearson, President, Institute for Clinical and Economic Review (ICER)
  • Fonds durables : comment s’y retrouver et établir un reporting ESG efficace ? Recorded: Jul 8 2021 38 mins
    Dalila Belmrah, Senior Customer Success Manager et Mathieu Caquineau, Associate Director, Equity Strategies
    Le respect des critères environnementaux, sociaux et de gouvernance (ESG) est devenu essentiel pour de nombreux investisseurs. Il n’est donc pas surprenant de voir les sociétés de gestion enrichir leur offre de fonds ESG, faisant croître cet univers de manière exponentielle. Par conséquent, les investisseurs ont davantage de choix, mais ils peuvent avoir du mal à s’y retrouver.

    Dans ce webinaire, Dalila Belmrah, Senior Customer Success Manager et Mathieu Caquineau, Associate Director, Equity Strategies, vous aideront à :
    - Comprendre le Morningstar ESG Commitment Level, notre nouvel indicateur qualitatif permettant d’identifier les fonds et les sociétés de gestion qui s'engagent à atteindre les objectifs des investisseurs en matière de durabilité ;
    - Utiliser les indicateurs ESG disponibles dans Morningstar Direct pour sélectionner les fonds durables les plus solides ;
    - Illustrer votre histoire ESG grâce aux outils de reporting de Morningstar Direct pour les fonds et les portefeuilles.
  • Morningstar’s Q3 2021 US Stock Market Outlook Webinar – Asia Edition Recorded: Jul 8 2021 61 mins
    Dave Sekera, Preston Caldwell, Adam Fleck
    Morningstar’s Q3 2021 US Stock Market Outlook: Time to Trade Up in Quality

    Stock prices are high, interest rates are low, and corporate credit spreads are tight. Is there anything left that’s undervalued? With the equity markets trading near record levels, will stocks continue to march ever higher? Or will the Fed take away the punch bowl? Following the rotation into value stocks thus far this year, are equity valuations of companies with Wide Economic Moats still being left behind?

    As the pandemic continues to abate, the outlook for the U.S. economy remains robust and we project U.S. real GDP growth of 6.0% in 2021, 4.6% in 2022, and 3.4% in 2023. This aggressive growth is enabled by economic normalization as consumer spending shifts back to services from goods. However, inflation has reared its ugly head.

    I'd like to personally invite you to join our webinar, taking place on Thursday, July 8 at 10:00 a.m. HKT / 11:00 a.m. JST, to learn why we think inflation will subside later this year and to help you understand current market dynamics and identify pockets of opportunity! You will also hear more details on our ESG Risk Rating Assessment in partnership with Sustainalytics.

    In this continuation of our popular quarterly Market Outlook series, we’ll cover:
    • Key valuation context that will help you explain the stock market outlook to your clients
    • Provide an update regarding our revised outlook for the U.S. economy and inflation
    • Review content enhancements we are implementing to include Environmental, Social, and Governance (ESG) issues into our analysis
  • Q3 U.S. Stock Market Outlook Webinar - U.S. / EMEA / CAN Edition Recorded: Jul 7 2021 62 mins
    Dave Sekera, CFA, Preston Caldwell, Adam Fleck, CFA
    Stock prices are high, interest rates are low, and corporate credit spreads are tight. Is there anything left that’s undervalued? With the equity markets trading near record levels, will stocks continue to march higher? Or will the Fed take away the punch bowl? Following the rotation into value stocks thus far this year, we find that the market has left valuations of stocks of companies with Wide Economic Moats behind.

    As the pandemic continues to abate, the outlook for the U.S. economy remains robust and we project U.S. real GDP growth of 6.0% in 2021, 4.6% in 2022, and 3.4% in 2023. This aggressive growth is enabled by economic normalization as consumer spending shifts back to services from goods. However, inflation has reared its ugly head.

    Join our webinar to learn why we think inflation will subside later this year and to help you understand current market dynamics and identify pockets of opportunity. You will also hear more details on our ESG Risk Rating Assessment in partnership with Sustainalytics.
    In this continuation of our popular quarterly Market Outlook series, we’ll cover:

    • Key valuation context that will help you explain the stock market outlook to your clients

    • Provide an update regarding our revised outlook for the U.S. economy and inflation

    • Review content enhancements we are implementing regarding the inclusion of Environmental, Social, and Governance (ESG) issues into our analysis

    Presented by:
    Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Adam Fleck, CFA, Director of Equity Research, ESG
  • Ready for Take-Off: An Outlook for European Airline Companies Post-Covid-19 Recorded: Jul 7 2021 34 mins
    Joachim Kotze, European Aerospace and Defense Analyst, Morningstar
    Join Joachim Kotze, Morningstar’s European Aerospace and Defense Analyst, as he discusses the outlook for the European airline industry in a post-Covid world.

    Joachim will delve into the impact that Covid-induced travel restrictions has had on the sector, followed by an outlook for the short-term recovery and longer-term prospects. He will also contrast the business models and divergent prospects for legacy network carriers compared to the low-cost carriers and share his best ideas. Morningstar believes that low-cost carriers will continue to take market share from legacy carriers on intra-European routes, with Wizz Air offering the most attractive growth outlook.

    In the webinar, Joachim will share his views on:

    • Pre-Covid trends in the airline sector
    • The impact of Covid on industry balance sheets and business models
    • A temperature check of where the industry is in the recovery process
    • A comparison between the outlook for legacy carriers versus low-cost carriers
    • Our top picks in the industry


    This information does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Reference to any specific security is not a recommendation to buy or sell that security. The information, data, analyses, and opinions presented herein are provided as of the date written and are subject to change without notice. Except as otherwise required by law, Morningstar shall not be responsible for any trading decisions, damages or losses resulting from, or related to, the information, data, analyses or opinions or their use.
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  • Live at: Jul 8 2021 2:00 am
  • Presented by: Dave Sekera, Preston Caldwell, Adam Fleck
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