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Q4 EMEA Stock Market Outlook

Join Michael Field, CFA, Senior Equity Analyst and a guest analyst who will be hosting a live webinar on our Q4 EMEA Stock Market Outlook.

In this second 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 top 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 on 13th October at 16:00 CET or gain access to the recordings, register for our webinar on Q4 EMEA Stock Market Outlook.
Recorded Oct 13 2021 48 mins
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Presented by
Michael Field, CFA, Senior Equity Analyst
Presentation preview: Q4 EMEA Stock Market Outlook

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  • Q4 EMEA Stock Market Outlook Recorded: Oct 13 2021 48 mins
    Michael Field, CFA, Senior Equity Analyst
    Join Michael Field, CFA, Senior Equity Analyst and a guest analyst who will be hosting a live webinar on our Q4 EMEA Stock Market Outlook.

    In this second 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 top 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 on 13th October at 16:00 CET or gain access to the recordings, register for our webinar on Q4 EMEA Stock Market Outlook.
  • Active Share - Context is Everything Recorded: Sep 28 2021 31 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
  • 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
  • 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.
  • 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.
  • Global Thematic Funds Landscape - Europe & Asia View Recorded: Jun 24 2021 32 mins
    Kenneth Lamont, Senior Analyst, Manager Research, Passive Strategies
    Thematic funds have been one of the big winners to emerge from the global pandemic, with many posting eye-catching returns over the period. The global market for these funds, which attempt to harness secular growth themes ranging from artificial intelligence to cannabis, has expanded rapidly in size and breadth.

    Since publishing the first installment of the 'Global Thematic Funds Landscape'-research in early 2020, the supply of these niche and often gimmicky funds from asset managers has increased, as has the demand for clarity and guidance from investors. In this webinar, we focus on the outcomes of the 2nd edition of this paper and learn about key trends in the global thematic funds landscape and share best practices for choosing from this ever-expanding universe.
  • SFDR : le connu, l'inconnu et l'incertain Recorded: May 27 2021 65 mins
    Morningstar & Sustainalytics
    L’échéance du 10 mars 2021 n’était que le premier échelon et sans doute le plus facile parmi les quatre qui nous mèneront à l’étape finale de juin 2023.

    Nous vous invitons à venir écouter notre panel d’experts et de représentants de l’industrie échanger sur les enjeux à venir dans la mise en place de la SFDR.

    Thèmes abordés
    - Quelle interprétation donner à la catégorisation de fonds introduite par SFDR (Art 6,8,9) ?
    - Doit-on s’attendre à une hétérogénéité d’interprétation de la SFDR par les différents régulateurs nationaux ou au contraire un alignement des réglementations locales (ex, doctrine AMF, Art 26, etc.) avec le cadre européen ?
    - Quels impacts attendus sur le marché de l’ISR de la mise en place de la SFDR?
    - Quelle stratégie pour résoudre les enjeux liés à l’accessibilité des données nécessaires au reporting SFDR ?
    - Comment valoriser le cadre SFDR au-delà de la simple conformité réglementaire ?

    Intervenants
    Bastien Rosspopoff / AMF / Adjoint au directeur de division
    Elodie Laugel / Amundi / Chief Responsible Investment Officer
    Philippe Zaouati / Mirova / CEO
    Hortense Bioy / Morningstar / Director of Sustainability Research
    Eva Heijkants / Sustainalytics / Senior Associate

    Modérateur
    Axel Pierron / Sustainalytics / Associate Director
  • European Regulatory Reporting Update Recorded: May 6 2021 42 mins
    Morningstar
    The European regulatory landscape continues to evolve on many fronts. Each quarter, Morningstar’s International Regulatory Newsletter reports the most recent developments.

    In this Regulatory Reporting webinar, Andy Pettit, Morningstar’s Director of Policy Research will bring the Spring 2021 newsletter to life, providing an overview of the latest developments across ESG, costs and charges and investor communications.

    Samantha Cone, Product Manager Reporting Solutions, will show you practically how regulatory requirements can be implemented in reporting to clients and retail investors.

    In this webinar, you will learn about:
    - Costs, Charges and Product Governance under MiFID II
    - SFDR implementation and EU Taxonomy updates
    - PRIIPs KIDs - will they delay or go ahead with January 2022
  • The Impact of Alternative Funds in Your Portfolios Recorded: Apr 29 2021 31 mins
    Matias Möttölä & Francesco Paganelli - Manager Research Team, Morningstar
    Recent years have been challenging for European liquid alternative funds. Returns have disappointed, and the complexity of these products as well as the continuous line-up churn within the space have added to investors’ headaches. As a result of this confusion, investors have retreated from the sector, causing outflows and fund closures.
    To help investors better grasp how these funds can serve as a part of diversified portfolios, Morningstar is introducing several changes to its alternative categories. In this webinar, we will see what an alternative investment strategy involves and why Morningstar is making the changes to its alternative categories, as well as the impact of these changes.
  • Value Assessments - Best Practice in 2021 Recorded: Apr 27 2021 55 mins
    Morningstar
    As we move into the second year of Value reporting, what can we learn from the UK’s first suite of published reports?

    Gavin Corr, Head of Manager Selection & Due Diligence Services at Morningstar, will be joined by:

    - Holly Mackay CEO of Boring Money, a leading voice of the consumer in the investment industry
    - Simon Ellis an experienced iNED
    - Andrew Burton, Professionalism Adviser from CFA UK

    Each will offer a perspective on how they think the process has gone, what the industry can learn and how the industry should adapt from here.

    This webinar has been designed to help product teams, Fund Boards and all those involved in the internal processes and external reporting of the Assessment of Value.
  • Morningstar’s Q2 2021 U.S. Stock Market Outlook - US/EMEA/CAN Edition Recorded: Apr 12 2021 61 mins
    Dave Sekera, Preston Caldwell, Travis Miller
    Morningstar’s outlook for the U.S. economy is now stronger than before the pandemic. In our market outlook, we utilize a bottom-up perspective on the value of the market. By leveraging the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we identify where we see value today.

    To learn how to help your clients understand current market valuations and identify pockets of opportunity, please join Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Travis Miller, Equity Strategist for Utilities, for a live, one-hour webinar.

    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 recently increased economic outlook for the U.S.

    - Review our outlook for utilities stocks and highlight several undervalued picks
  • How hybrid models could emerge as winners in the latest food delivery evolution Recorded: Mar 24 2021 34 mins
    Ioannis Pontikis, Equity Analyst Morningstar
    Morningstar introduces the moat framework for food delivery, based on which hybrid models with strong foundations on marketplace businesses are more likely to emerge as the winners in the latest food delivery evolution. These are some of the conclusions that we detail in Morningstar's latest Food Delivery Observer, which offers a detailed look at the underlying economics and prospects of food delivery business models across regions and markets.

    Join Ioannis Pontikis, Morningstar’s Equity Analyst, as he will provide a broad assessment of the food delivery sector.

    In this webinar, you will learn the main drivers of competitive advantages in the food delivery space.

    - A detailed assessment of the structural characteristics that we believe lead to sustainable unit economics for own-delivery orders.
    - Which players are best positioned to win in the long-term
  • How to Benchmark a Multi-Asset Fund Recorded: Feb 25 2021 47 mins
    Robert Edwards & Matias Möttölä
    Ever since the global financial crisis of 2008, investor money has flooded into funds that combine stocks, bonds, and other asset classes. According to Morningstar data, assets in multi-asset mutual funds and ETFs reached $4 trillion in 2020, up from roughly $1 trillion in 2008. While they go by different names and come in varying shapes and sizes, these multi-asset funds share built-in asset allocation and often target an objective.

    But while multi-asset strategies have many positives, they present a real challenge when it comes to benchmarking. Defining the investable universe in a way that allows measurement is a difficult task. Multi-asset investment managers respond with a wide range of solutions and the result is a muddle for investors. In this webinar, you will learn about how Morningstar analysts benchmark multi-asset funds using the new Morningstar Target Allocation Index through Morningstar Direct.

    Presented by:
    Robert Edwards, Senior Investment Product Manager, Index Products
    Matias Möttölä, Associate Director, Multi-Asset and Alternatives, Manager Research, EMEA

    Duration: 45 min
    Language: English
  • ESG investing: what’s on the horizon for the year ahead? (for Israeli Market) Recorded: Feb 10 2021 94 mins
    Morningstar
    While 2020 will always be remembered as the year of the coronavirus pandemic, it was also a significant year for sustainable investing with ESG considerations receiving major global attention and action.

    Morningstar increased its activities in the ESG space in the past year too. It acquired full ownership of Sustainalytics, the recognised global leader in ESG research and ratings, and in November announced the integration of ESG risks into Morningstar's regular analysis of stocks, funds and asset managers.

    To introduce and explain the latest ESG features in the Israeli market, Morningstar, Sustainalytics and Israeli Funds Observer are hosting a joint webinar.

    • The explosion of ESG flows and the payoff for fund investors in 2020
    Hortense Bioy, Morningstar, Director, Sustainability Research, EMEA and APAC

    • Sustainalytics - ESG research and rating methodology
    Wilco van Heteren, Sustainalytics, Executive Director, Research Products

    • International funds update and how they integrate ESG
    Jonathan Miller, Morningstar, Director, Manager Research Ratings, UK

    • Morningstar ESG Commitment Level
    Hortense Bioy, Morningstar, Director, Sustainability Research, EMEA and APAC

    • ESG Indexes and ESG capabilities in Morningstar Direct
    Robert Edwards, Morningstar, Senior Investment Product Manager, Indexes

    • Panel discussion with Morningstar/Sustainalytics participants and overseas fund managers.
  • Investing in Endless Power Recorded: Feb 3 2021 42 mins
    Tancrede Fulop, Morningstar’s Utilities Equity Analyst & Luke Raftis, Sustainalytics' ESG Utilities manager
    Will Renewable Energy Put Wind in the Sails of Investors Over Long-Term?

    Join Tancrede Fulop, Morningstar’s Utilities Equity Analyst, and Luke Raftis, Sustainalytics' ESG Utilities manager, as they'll provide a broad assessment of the renewable energy sector as a long-term investing opportunity.

    Tancrede will present a deepdive into Offshore Wind industry and share his best ideas. After growing ninefold since 2010, offshore wind is an exciting industry with tremendous growth opportunities still ahead.

    In this webinar, Tancrede and Luke will share their views on:

    • Trends and developments in the renewable energy sector
    • The booming long-term attractiveness of offshore wind
    • Which companies are our best picks for the long term
  • European Sustainable Funds Landscape & Analysing ESG Fund Flows Recorded: Jan 28 2021 44 mins
    Hortense Bioy, Director, Sustainability Research, EMEA and APAC | Masa Krzic, Product Manager, Direct, EMEA
    2020 was a year of broken records for the European ESG space. Our European Sustainable Funds Landscape report details boosted flows, a proliferation of themes and the most ambitious regulatory landscape that sustainable investing has seen yet. Learn about the outcomes of our yet-to-be-released research study.

    With the rapid evolution of ESG data and its use in the investment process, more managers are adding ESG-related language to their regulatory filings. Learn how Morningstar Direct can help you screen and identify funds for which ESG or sustainable investing criteria are central to the overall strategy and see how ESG ratings, such as Morningstar Sustainability Rating and Low Carbon Designation, impact asset flows.
  • Morningstar ESG Commitment Level Webinar: ESG-Integration auf dem Prüfstand Recorded: Jan 21 2021 30 mins
    Natalia Wolfstetter, Director Fund Analysis Morningstar
    Die Einhaltung von Umwelt-, Sozial- und Governance-Kriterien (ESG) hat für viele Investoren an Bedeutung gewonnen. Es überrascht daher nicht, dass Fondsanbieter zahlreiche ESG-Fonds auf den Markt bringen oder konventionelle Fonds umwidmen. Auch in traditionellen Fonds spielt ESG eine größere Rolle. Die ESG-Landschaft ist dadurch bunter geworden, aber auch schwieriger zu überblicken.

    Morningstar bietet daher eine neue qualitative Bewertung an, um Investoren dabei zu unterstützen, die ESG-Qualitäten eines Fonds oder Fondshauses einzuschätzen. Zum Start unserer Initiative haben wir 147 Fonds und 40 Fondsgesellschaften weltweit analysiert.

    In diesem Webinar erfahren Sie mehr von Natalia Wolfstetter, Director Fund Analysis Morningstar, über:

    - das neue Morningstar ESG Commitment Level,
    - welche Fonds und Fondshäuser zu den ESG-Vorreitern gehören.
  • Morningstar’s Q1 2021 US Stock Market Outlook – US/EMEA/CAN Edition Recorded: Jan 6 2021 61 mins
    Morningstar
    With markets reaching ever higher levels, is there anywhere left that you can still find value for your clients? Which sectors and categories remain undervalued and which are overvalued?

    Morningstar's equity analysts estimate intrinsic values for more than 1,500 companies globally, using a rigorous discounted cash flow methodology and focus on long-term competitive dynamics. Our coverage breadth affords a unique bottom-up perspective on the value of the market.

    To learn how to help your clients understand current market valuations and identify pockets of opportunity, please join Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Dave Meats, Director of Equity Research for Energy for a live, one-hour webinar.

    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 overview of our U.S. economic outlook
    - Review our outlook for energy stocks (the only sector that remains undervalued) and outlook for oil prices
  • ESG & Capital Allocation Enhancements to Our Equity Research-EMEA & APAC Edition Recorded: Dec 3 2020 55 mins
    Morningstar
    ESG and Capital Allocation Enhancements to Morningstar’s Equity Research
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  • Presented by: Michael Field, CFA, Senior Equity Analyst
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