Webinars

• The bull case for Bitcoin in the second half of 2023
• Adoption of Bitcoin by institutions and emerging markets
• BTC carry trade returns, but who will provide leverage this cycle?

• Deep dive into sectors and companies that are well-positioned for the markets ahead
• How moat-rated companies have performed in the last months
• Live Q&A with Morningstar’s equity research team

• Uranium outlook
• Opportunities within the Nuclear Technologies sector

Investing is subject to risks. Please read the fund documentation before investing

• Navigating the recent banking turmoil
• How investors can diversify their portfolios
• Live Q&A

• What technology is behind Solana?
• What are the emerging applications of the fastest monolithic blockchain in the market right now?
• The tokenomics of Solana

• Is now the opportunity to invest in the Metaverse or is it too early?
• The role of user interfaces in the emergence of the Metaverse
• If the metaverse should be decentralized?
• How the Metaverse could evolve differently across cultures
• Is global-wide adoption of the Metaverse possible, and is it what we really want?

• The opportunity to participate in the potential growth of the largest middle class in the world
• The importance of following a disciplined, yet flexible, methodology that focuses on company fundamentals
• The role of ESG in fostering sustainable growth in China

• What is Ethereum?
• Stablecoins: Ethereum’s first killer app
• Decentralized finance (DeFi) and Web 3.0: the next killer apps
• ETH 2.0: the supply side debate

• Companies at the forefront of the digital assets transformation
• Diversified exposure to digital asset exchanges, miners, and other infrastructure companies
• Access to companies that have the potential of getting 50% of revenue from digital assets

• Could hydrogen play a key role in the global push to produce carbon-free energy?
• Could the rapid growing industry provide a megatrend investment opportunity?
• Challenges of the global hydrogen industry

• The power of economic “MOATs” Investment Philosophy within a systematic index approach
• The major index shifts in 2020 and how they impacted performance (FANMAG)
• Long-term risk-adjusted returns remain attractive

• Macroeconomic tailwinds (for now)
• Company sentiment improving while fundamentals remain strong
• “Transition resources” are emerging as a viable investment opportunity

• Market Review of 2020 – Strange Days Indeed
• EM Outlook for 2021 and Beyond
• Disruption and Digitization as an Investable Structural Growth Theme but with Valuation Challenges

• Impact of digitization on usage of semiconductors
• Dynamics of semiconductor industry
• Opportunities and risks in semiconductor space

• Synchronized global growth downturn but EM looks stronger
• The unprecedented global stimulus is working
• Lower debt levels and high real rates leave room for policy
• EM debt overlooked in midst of global panic?

• Where we are in the current downgrade cycle, and outlook for 2021
• How new fallen angels are driving outperformance
• The return and credit quality profiles of recent global fallen angels

• Investor sentiment and the macroeconomic outlook for gold
• Gold miners’ ongoing efforts to win back investors
• Portfolio positioning and companies we’re excited about heading into Q3 2020

• The power of economic moats
• How Morningstar identifies economic moats and determines attractive valuations
• Introducing the new global moat strategy
• Recent performance and discussion on moat company examples

• Factors underlying gold’s sharp rebound
• Impact of global pandemic on gold and gold equity markets
• Analysis of gold equity fundamentals and valuations including recent M&A trends

• How Morningstar identifies economic moats
• How to avoid overpaying for moat companies
• Recent fund performance and company highlights

• What has driven performance?
• How has the strategy performed in past periods of market stress?
• What is the outlook for fallen angels for the rest of the year?

• Impact of global pandemic on natural resource markets
• Outlook for individual commodity sectors and companies
• Emerging opportunities in the space

• Factors underlying gold’s recent sharp rebound
• Impact of global pandemic on gold and gold equity markets
• Analysis of gold equity fundamentals and valuations

• Market Overview and Recent Trends
• Current Positioning and Outlook
• Beyond Coronavirus: Finding Investment Opportunities in the EM Space

• How Morningstar identifies economic moats
• How to avoid overpaying for moat companies
• Recent fund performance and company highlights

• Overview of the listed real estate market
• How it can benefit an investment portfolio
• Public real estate versus private real estate

• The impact of China’s virus response on its economic and social recovery
• Implications on companies within e-commerce, healthcare and education
• Focusing on the long-term growth prospects across EM

• The reasons why gold has been under pressure as of late
• The expected strong recovery of gold and gold stocks vs. the broader equity market
• Gold companies’ current strong fundamentals

• Impact of recent macroeconomic trends on commodity fundamentals
• Natural resource company commitment to return of shareholder capital

• Economic and geopolitical risks underlying gold’s steady rise
• Similarities and differences between gold today and in past market cycles
• Strategy performance and outlook

• How Morningstar identifies economic moats
• How to avoid overpaying for moat companies
• Recent fund performance and company highlights

• Impact of ongoing global trade war on commodity supply and demand fundamentals
• Improvement in natural resource company health and alignment with investor demand

• U.S. Fed Rate reversal
• The deficit burden on U.S. dollar strength
• U.S. - China Trade rollercoaster
• Isolating “pure” commodities exposure