Top Tweets for #Micus

about 1 month ago

At #MICUS 2026, top dividend fund managers came together to discuss yield-focused investing amid key market trends, realities, and opportunities in the dividend landscape. https://t.co/q9xwCeGARx

Morningstar, Inc.

@MorningstarInc

about 1 month ago

Recorded live at #MICUS! 🎥🎙️ Senior technology stock analyst Will Kerwin talks all things $AAPL, including the strength of the company’s economic moat, its AI strategy, the biggest risks it’s facing today, and what the stock is actually worth. Tune in tomorrow at 8 am CST on Morningstar's YouTube channel: https://t.co/KTgJclkrlt

Morningstar, Inc.

@MorningstarInc

about 1 month ago

Recorded live at #MICUS: Morningstar specialists, @MstarArmour and @DanielSotiroff, explain why ETFs and collective investment trusts are challenging mutual funds. Watch this week's Investing Insights on Morningstar's YouTube channel: https://t.co/vFfhX7ROMq

Morningstar, Inc.

@MorningstarInc

about 1 month ago

That's a wrap on #MICUS 2026! 🎡 🎆 📈 A packed second day at the Morningstar Investment Conference US. covered everything from portfolio construction to client psychology. Key takeaways included: 🏛️ 𝗣𝘂𝗯𝗹𝗶𝗰 + 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗔𝗿𝗲 𝗖𝗼𝗻𝘃𝗲𝗿𝗴𝗶𝗻𝗴 Blackstone's Jon Gray and Morningstar CEO Kunal Kapoor urged advisors to treat private markets as a strategic allocation, not a product pick. "Think of yourself more as an institution," Gray said. He's bullish on AI-driven productivity gains but now looks for investment committee memos to answer one question: "What is the AI risk to this business?" 🛡️ 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗠𝗲𝗮𝗻𝘀 𝗣𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝗳𝗼𝗿 𝗦𝗵𝗼𝗰𝗸𝘀 Dana Anspach, Christine Benz, and Michael Finke broke down the biggest threats to retirement security—early inflation, market timing, and long-term care. Their advice: build an income ladder to cover the first 5–10 years of spending, stress-test for early/involuntary retirement, and start the "pre-go" planning phase a full decade out. 📈 𝗙𝗶𝘃𝗲 𝗗𝗲𝗰𝗮𝗱𝗲𝘀 𝗼𝗳 𝗟𝗲𝘀𝘀𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝗗𝗮𝘃𝗶𝗱 𝗕𝗼𝗼𝘁𝗵 Dimensional Fund Advisors founder & chairman, David Booth joined Morningstar's Bridget Hughes to reflect on evidence-based investing since his University of Chicago days. His core message: stay calm, stay invested, and let public markets' transparency and liquidity do the work. "People need to be more optimistic and confident. You need to stay invested." Three sessions, one common thread: discipline and clear thinking beat prediction and noise—whether you're allocating across asset classes, building a retirement plan, or weathering market cycles. Special thanks to all our speakers, guests, and attendees from the conference that made this year's #MICUS one for the books!

Morningstar, Inc.

@MorningstarInc

about 1 month ago

🎤 The final keynote of #MICUS 2026: 𝗙𝗶𝘃𝗲 𝗗𝗲𝗰𝗮𝗱𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: 𝗟𝗲𝘀𝘀𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝗗𝗮𝘃𝗶𝗱 𝗕𝗼𝗼𝘁𝗵 Dimensional Fund Advisors Founder & Chairman David Booth joined Morningstar's Bridget Hughes for a wide-ranging conversation on five decades of investing. The lesson from those decades: investors are better served by discipline, evidence, and perspective than by prediction. A few takeaways: 📚 𝗘𝘃𝗶𝗱𝗲𝗻𝗰𝗲-𝗯𝗮𝘀𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗿𝗲𝘀𝗵𝗮𝗽𝗲𝗱 𝘁𝗵𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 — Lower fees, wider access, and more efficient implementation have given investors more tools than ever, provided they use them thoughtfully. 🧘 𝗦𝘁𝗮𝘆𝗶𝗻𝗴 𝗰𝗮𝗹𝗺 𝗶𝘀 𝗰𝗲𝗻𝘁𝗿𝗮𝗹 𝘁𝗼 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 — Drawing on his forthcoming book, Stay Calm, Booth noted investors struggle less with products than with uncertainty itself. "People need to be more optimistic and confident. You need to stay invested." 🏛️ 𝗣𝘂𝗯𝗹𝗶𝗰 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗿𝗲𝗺𝗮𝗶𝗻 𝗮 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗲𝗻𝗴𝗶𝗻𝗲 𝗼𝗳 𝗵𝘂𝗺𝗮𝗻 𝗶𝗻𝗴𝗲𝗻𝘂𝗶𝘁𝘆 — Booth defended public markets for their transparency, liquidity, and investor protections, cautioning that private markets are more complex and best approached only after understanding that foundation. 💡 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝘀𝗵𝗼𝘂𝗹𝗱 𝘀𝗲𝗿𝘃𝗲 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, 𝗻𝗼𝘁 𝗰𝗵𝗮𝘀𝗲 𝗻𝗼𝘃𝗲𝗹𝘁𝘆 — New products should make investing easier, cheaper, or more effective, not just chase "shiny new objects." #MICUS #Investing #EvidenceBasedInvesting #Morningstar

MorningstarInc's tweet photo. 🎤 The final keynote of #MICUS 2026: 𝗙𝗶𝘃𝗲 𝗗𝗲𝗰𝗮𝗱𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: 𝗟𝗲𝘀𝘀𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝗗𝗮𝘃𝗶𝗱 𝗕𝗼𝗼𝘁𝗵

Dimensional Fund Advisors Founder & Chairman David Booth joined Morningstar's Bridget Hughes for a wide-ranging conversation on five decades of investing. The lesson from those decades: investors are better served by discipline, evidence, and perspective than by prediction.

A few takeaways:

📚 𝗘𝘃𝗶𝗱𝗲𝗻𝗰𝗲-𝗯𝗮𝘀𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗿𝗲𝘀𝗵𝗮𝗽𝗲𝗱 𝘁𝗵𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 — Lower fees, wider access, and more efficient implementation have given investors more tools than ever, provided they use them thoughtfully.

🧘 𝗦𝘁𝗮𝘆𝗶𝗻𝗴 𝗰𝗮𝗹𝗺 𝗶𝘀 𝗰𝗲𝗻𝘁𝗿𝗮𝗹 𝘁𝗼 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 — Drawing on his forthcoming book, Stay Calm, Booth noted investors struggle less with products than with uncertainty itself. "People need to be more optimistic and confident. You need to stay invested."

🏛️ 𝗣𝘂𝗯𝗹𝗶𝗰 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗿𝗲𝗺𝗮𝗶𝗻 𝗮 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗲𝗻𝗴𝗶𝗻𝗲 𝗼𝗳 𝗵𝘂𝗺𝗮𝗻 𝗶𝗻𝗴𝗲𝗻𝘂𝗶𝘁𝘆 — Booth defended public markets for their transparency, liquidity, and investor protections, cautioning that private markets are more complex and best approached only after understanding that foundation.

💡 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝘀𝗵𝗼𝘂𝗹𝗱 𝘀𝗲𝗿𝘃𝗲 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, 𝗻𝗼𝘁 𝗰𝗵𝗮𝘀𝗲 𝗻𝗼𝘃𝗲𝗹𝘁𝘆 — New products should make investing easier, cheaper, or more effective, not just chase "shiny new objects."

#MICUS #Investing #EvidenceBasedInvesting #Morningstar

Morningstar, Inc.

@MorningstarInc

about 1 month ago

We caught Morningstar CEO Kunal Kapoor on the floor at #MICUS to talk through our new State of Semiliquid Funds report. Fee competition. Transparency. Simplicity. Those are the shifts he took away, and the data behind them is striking.👉https://t.co/dR2zjNHzC0 The semiliquid fund market is nearing $600 billion, more than double its 2022 size, but the forces driving that growth are shifting. Private credit, once the primary engine, is losing momentum as capital rotates into private equity and venture chasing AI and tech. Fees remain a challenge at around 3%, raising the question of whether many funds can beat public-market alternatives after costs. Of 19 strategies covered by Morningstar's Medalist Ratings, just four earned Bronze or Silver. Hear Kunal's full take in the video, and read the report 👇 https://t.co/dR2zjNHzC0 #Investing #PrivateMarkets #PrivateCredit #MICUS

Morningstar, Inc.

@MorningstarInc

about 1 month ago

📊 Do stocks outperform cash? A century of data says most don't. At #MICUS, Arizona State's Hank Bessembinder joined Morningstar's Dan Lefkovitz and Alex Poukchanski for an interactive look at 100 years of US equity market history through the CRSP database. The striking takeaway: while the US market has returned more than 10% a year over the past century, most individual stocks don't beat cash — and just 46 stocks created half of all market wealth since 1926. Read the full story 👇 https://t.co/cDWs2VVQFC #MICUS #Investing #EquityMarkets #Morningstar

MorningstarInc's tweet photo. 📊 Do stocks outperform cash? A century of data says most don't.

At #MICUS, Arizona State's Hank Bessembinder joined Morningstar's Dan Lefkovitz and Alex Poukchanski for an interactive look at 100 years of US equity market history through the CRSP database.

The striking takeaway: while the US market has returned more than 10% a year over the past century, most individual stocks don't beat cash — and just 46 stocks created half of all market wealth since 1926.

Read the full story 👇
https://t.co/cDWs2VVQFC

#MICUS #Investing #EquityMarkets #Morningstar

Morningstar, Inc.

@MorningstarInc

about 1 month ago

🛡️ 𝗧𝗿𝗼𝘂𝗯𝗹𝗲𝘀𝗵𝗼𝗼𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝟰 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝘀𝗵𝗼𝗰𝗸𝘀 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝘀 At #MICUS Sensible Money's Dana Anspach, Morningstar's Christine Benz, and The American College's Michael Finke shared a framework for retirement plans that hold up to real-world shocks — making the case that planning isn't just about hitting a savings target, but preparing clients financially, emotionally, and behaviorally for a major transition. Few takeaways: ⏳ 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗺𝘂𝘀𝘁 𝗯𝗲𝗴𝗶𝗻 𝗯𝗲𝗳𝗼𝗿𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 — In the "pre-go" phase, roughly 10 years out, clients should shift from maximizing returns to building reliable income, and prepare for the identity shift of leaving work. 📈 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗿𝗶𝘀𝗸 𝗶𝘀 𝗺𝗼𝘀𝘁 𝗱𝗮𝗻𝗴𝗲𝗿𝗼𝘂𝘀 𝗲𝗮𝗿𝗹𝘆 𝗼𝗻 — Michael Finke framed inflation as a form of sequence risk and pointed to delayed Social Security claiming as a powerful hedge. Anspach noted many clients naturally spend less later in retirement. 🪜 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝘃𝘂𝗹𝗻𝗲𝗿𝗮𝗯𝗹𝗲 𝘆𝗲𝗮𝗿𝘀 — Dana Anspach described an income ladder or paycheck-replacement bucket to cover the first five to 10 years of spending, so clients aren't forced to sell depressed assets in a downturn. 🏥 𝗦𝘁𝗿𝗲𝘀𝘀 𝘁𝗲𝘀𝘁 𝗳𝗼𝗿 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗰𝗮𝗿𝗲 𝗮𝗻𝗱 𝗲𝗮𝗿𝗹𝘆 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 — Both cautioned that many people retire earlier than planned due to layoffs or health issues — an involuntary exit that can be both a financial and psychological shock. #MICUS #RetirementPlanning #FinancialAdvisors #Morningstar

MorningstarInc's tweet photo. 🛡️ 𝗧𝗿𝗼𝘂𝗯𝗹𝗲𝘀𝗵𝗼𝗼𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝟰 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝘀𝗵𝗼𝗰𝗸𝘀 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝘀

At #MICUS Sensible Money's Dana Anspach, Morningstar's Christine Benz, and The American College's Michael Finke shared a framework for retirement plans that hold up to real-world shocks — making the case that planning isn't just about hitting a savings target, but preparing clients financially, emotionally, and behaviorally for a major transition.

Few takeaways:

⏳ 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗺𝘂𝘀𝘁 𝗯𝗲𝗴𝗶𝗻 𝗯𝗲𝗳𝗼𝗿𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 — In the "pre-go" phase, roughly 10 years out, clients should shift from maximizing returns to building reliable income, and prepare for the identity shift of leaving work.

📈 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗿𝗶𝘀𝗸 𝗶𝘀 𝗺𝗼𝘀𝘁 𝗱𝗮𝗻𝗴𝗲𝗿𝗼𝘂𝘀 𝗲𝗮𝗿𝗹𝘆 𝗼𝗻 — Michael Finke framed inflation as a form of sequence risk and pointed to delayed Social Security claiming as a powerful hedge. Anspach noted many clients naturally spend less later in retirement.

🪜 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝘃𝘂𝗹𝗻𝗲𝗿𝗮𝗯𝗹𝗲 𝘆𝗲𝗮𝗿𝘀 — Dana Anspach described an income ladder or paycheck-replacement bucket to cover the first five to 10 years of spending, so clients aren't forced to sell depressed assets in a downturn.

🏥 𝗦𝘁𝗿𝗲𝘀𝘀 𝘁𝗲𝘀𝘁 𝗳𝗼𝗿 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗰𝗮𝗿𝗲 𝗮𝗻𝗱 𝗲𝗮𝗿𝗹𝘆 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 — Both cautioned that many people retire earlier than planned due to layoffs or health issues — an involuntary exit that can be both a financial and psychological shock.

#MICUS #RetirementPlanning #FinancialAdvisors #Morningstar

Morningstar, Inc.

@MorningstarInc

about 1 month ago

🌅 Day two of #MICUS is underway! To kick off the morning, Morningstar CEO Kunal Kapoor welcomed Blackstone President & COO Jon Gray to the stage for the latest installment of his 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗙𝗶𝗿𝘀𝘁 series. The two discussed how advisors should approach integrating public and private assets into client portfolios.— and how AI and structural economic trends are shaping future opportunities. A few takeaways: 🏛️ 𝗩𝗶𝗲𝘄 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝘀 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 — Jon Gray emphasized approaching private markets the way large institutions have for decades: a long-term asset allocation decision, not product selection. "Think of yourself more as an institution," he said. Private equity, credit, and real estate can offer access, diversification, and potential return enhancement. 🔗 𝗖𝗼𝗻𝘃𝗲𝗿𝗴𝗲𝗻𝗰𝗲 𝗶𝘀 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗻𝗴 — As private assets move further into wealth management and retirement accounts, Jon Gray believes investors will increasingly seek integrated solutions over standalone products. He pointed to Blackstone's collaboration with firms like Vanguard and Wellington as geared toward "holistic, one stop shopping solutions" for advisors and their clients. 🤖 𝗔𝗜 𝗰𝗿𝗲𝗮𝘁𝗲𝘀 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 — Jon Gray remains optimistic, citing strong corporate fundamentals and accelerating investment in AI infrastructure. But AI is creating winners and losers, and the challenge for investors is identifying businesses that can adapt. He noted he now looks for investment committee memos that lead with one question: "What is the AI risk to this business?" Watch the replay here: https://t.co/y7rpoJmQQS #MICUS #PrivateMarkets #Investing #WealthManagement #Morningstar

MorningstarInc's tweet photo. 🌅 Day two of #MICUS is underway!

To kick off the morning, Morningstar CEO Kunal Kapoor welcomed Blackstone President & COO Jon Gray to the stage for the latest installment of his 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗙𝗶𝗿𝘀𝘁 series. The two discussed how advisors should approach integrating public and private assets into client portfolios.— and how AI and structural economic trends are shaping future opportunities.

A few takeaways:

🏛️ 𝗩𝗶𝗲𝘄 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝘀 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 — Jon Gray emphasized approaching private markets the way large institutions have for decades: a long-term asset allocation decision, not product selection. "Think of yourself more as an institution," he said. Private equity, credit, and real estate can offer access, diversification, and potential return enhancement.

🔗 𝗖𝗼𝗻𝘃𝗲𝗿𝗴𝗲𝗻𝗰𝗲 𝗶𝘀 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗻𝗴 — As private assets move further into wealth management and retirement accounts, Jon Gray believes investors will increasingly seek integrated solutions over standalone products. He pointed to Blackstone's collaboration with firms like Vanguard and Wellington as geared toward "holistic, one stop shopping solutions" for advisors and their clients.

🤖 𝗔𝗜 𝗰𝗿𝗲𝗮𝘁𝗲𝘀 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 — Jon Gray remains optimistic, citing strong corporate fundamentals and accelerating investment in AI infrastructure. But AI is creating winners and losers, and the challenge for investors is identifying businesses that can adapt. He noted he now looks for investment committee memos that lead with one question: "What is the AI risk to this business?"

Watch the replay here: https://t.co/y7rpoJmQQS

#MICUS #PrivateMarkets #Investing #WealthManagement #Morningstar

Morningstar, Inc.

@MorningstarInc

about 1 month ago

Day one of the 𝟮𝟬𝟮𝟲 𝗠𝗼𝗿𝗻𝗶𝗻𝗴𝘀𝘁𝗮𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 is in the books! A full day on stage at #MICUS 2026 brought together leading voices on the forces reshaping markets, portfolios, and the practice of advice. A few that stood out: 🌍 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝘀 & 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 — Walter Russell Mead (Hudson Institute) joined Daniel Needham, President of Morningstar Wealth, to trace how global affairs shape investment outcomes — from the continuity of U.S. foreign policy, to China as the defining long-term strategic challenge, to AI driving a new political-economic realignment. 🎤 𝗞𝘂𝗻𝗮𝗹 𝗞𝗮𝗽𝗼𝗼𝗿 𝗞𝗲𝘆𝗻𝗼𝘁𝗲 —Morningstar's CEO spoke on how AI and the convergence of public and private markets are reshaping advice: "AI is making answers easier, but it's not replacing where you insert your judgement." 📈 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗼𝗻 𝗔𝗰𝘁𝗶𝘃𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 — Fidelity Contrafund's Will Danoff and Morningstar's Robby Greengold reflected on the lessons that have driven success while managing actively managed equity funds over 35+ years: strong research, casting a wide net beyond large caps, and backing great leaders. "There are opportunities wherever you can find them." 💳 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗿𝗲𝗱𝗶𝘁 𝘃𝘀. 𝗣𝘂𝗯𝗹𝗶𝗰 𝗖𝗿𝗲𝗱𝗶𝘁 — Brad Marshall from Blackstone, Caitlin from Cliffwater, Sonali Pier from PIMCO, and Morningstar's own Brian Moriarty weighed whether private and public credit should be viewed as competing asset classes or complementary tools within a broader portfolio. The through line: focus on relative value, with manager selection growing more critical as the cycle evolves. 🤝 𝗧𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗛𝘂𝗺𝗮𝗻 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 — 𝗨𝗻𝗿𝗲𝗮𝘀𝗼𝗻𝗮𝗯𝗹𝗲 𝗛𝗼𝘀𝗽𝗶𝘁𝗮𝗹𝗶𝘁𝘆 author Will Guidara closed with a reminder that genuine human connection has become the ultimate luxury — and a way for advisors to stand out. "Hospitality is being creative and intentional in pursuit of relationships." ✨ Between sessions, attendees got to network, learn, recharge, listen, and experience all the conference has to offer. Stay tuned for more keynote sessions and insights for day 2 of the conference! #MICUS #Investing #FinancialAdvisors #WealthManagement #Morningstar

MorningstarInc's tweet photo. Day one of the 𝟮𝟬𝟮𝟲 𝗠𝗼𝗿𝗻𝗶𝗻𝗴𝘀𝘁𝗮𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 is in the books!

A full day on stage at #MICUS 2026 brought together leading voices on the forces reshaping markets, portfolios, and the practice of advice. A few that stood out:

🌍 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝘀 & 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 — Walter Russell Mead (Hudson Institute) joined Daniel Needham, President of Morningstar Wealth, to trace how global affairs shape investment outcomes — from the continuity of U.S. foreign policy, to China as the defining long-term strategic challenge, to AI driving a new political-economic realignment.

🎤 𝗞𝘂𝗻𝗮𝗹 𝗞𝗮𝗽𝗼𝗼𝗿 𝗞𝗲𝘆𝗻𝗼𝘁𝗲 —Morningstar's CEO spoke on how AI and the convergence of public and private markets are reshaping advice: "AI is making answers easier, but it's not replacing where you insert your judgement."

📈 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗼𝗻 𝗔𝗰𝘁𝗶𝘃𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 — Fidelity Contrafund's Will Danoff and Morningstar's Robby Greengold reflected on the lessons that have driven success while managing actively managed equity funds over 35+ years: strong research, casting a wide net beyond large caps, and backing great leaders. "There are opportunities wherever you can find them."

💳 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗿𝗲𝗱𝗶𝘁 𝘃𝘀. 𝗣𝘂𝗯𝗹𝗶𝗰 𝗖𝗿𝗲𝗱𝗶𝘁 — Brad Marshall from Blackstone, Caitlin from Cliffwater, Sonali Pier from PIMCO, and Morningstar's own Brian Moriarty weighed whether private and public credit should be viewed as competing asset classes or complementary tools within a broader portfolio. The through line: focus on relative value, with manager selection growing more critical as the cycle evolves.

🤝 𝗧𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗛𝘂𝗺𝗮𝗻 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 — 𝗨𝗻𝗿𝗲𝗮𝘀𝗼𝗻𝗮𝗯𝗹𝗲 𝗛𝗼𝘀𝗽𝗶𝘁𝗮𝗹𝗶𝘁𝘆 author Will Guidara closed with a reminder that genuine human connection has become the ultimate luxury — and a way for advisors to stand out. "Hospitality is being creative and intentional in pursuit of relationships."

✨ Between sessions, attendees got to network, learn, recharge, listen, and experience all the conference has to offer.

Stay tuned for more keynote sessions and insights for day 2 of the conference!

#MICUS #Investing #FinancialAdvisors #WealthManagement #Morningstar

Morningstar, Inc.

@MorningstarInc

about 1 month ago

What does it take to run hundreds of billions and still find tomorrow's winners? #MICUS 2026 Will Danoff, Vice President & Portfolio Manager, Fidelity Contrafund, shared the playbook behind decades of active management success: 🔍 Danoff credits Fidelity's deep research culture—meeting management teams, studying industries firsthand, tapping hundreds of analysts globally—for spotting opportunities early. His challenge to larger funds: "How can I use size to my advantage?" 🌐 Cast a wide net. Even managing a massive fund, Danoff refuses to limit himself to large caps. "There are opportunities wherever you can find them," he says—and that means looking where others aren't. 🚀 Back exceptional leaders, then let them run. Citing Meta as a prime example, Danoff emphasized backing visionary, often founder-led teams, staying convicted through volatility, and letting winners compound for years instead of chasing short-term moves. ⚖️ Returns and risk go hand in hand. Finding winners matters but so does avoiding costly mistakes. Danoff stressed documenting investment theses and staying alert to risks that could erode shareholder capital.

MorningstarInc's tweet photo. What does it take to run hundreds of billions and still find tomorrow's winners? #MICUS 2026

Will Danoff, Vice President & Portfolio Manager, Fidelity Contrafund, shared the playbook behind decades of active management success:

🔍 Danoff credits Fidelity's deep research culture—meeting management teams, studying industries firsthand, tapping hundreds of analysts globally—for spotting opportunities early. His challenge to larger funds: "How can I use size to my advantage?"

🌐 Cast a wide net. Even managing a massive fund, Danoff refuses to limit himself to large caps. "There are opportunities wherever you can find them," he says—and that means looking where others aren't.

🚀 Back exceptional leaders, then let them run. Citing Meta as a prime example, Danoff emphasized backing visionary, often founder-led teams, staying convicted through volatility, and letting winners compound for years instead of chasing short-term moves.

⚖️ Returns and risk go hand in hand. Finding winners matters but so does avoiding costly mistakes. Danoff stressed documenting investment theses and staying alert to risks that could erode shareholder capital.

Morningstar, Inc.

@MorningstarInc

about 1 month ago

🎙️ A packed room at Navy Pier got an early listen to a bonus episode of 𝗧𝗵𝗲 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗙𝗶𝗹𝘁𝗲𝗿, taped live at #MICUS! Investment Specialist Susan Dziubinski sat down with Morningstar senior equity analyst William Kerwin for a deep dive into Apple as an investment — what the long-term thesis looks like, where the risks sit, and how it stacks up at today’s valuation. They also unpacked a handful of technology stocks Morningstar’s analysts find attractive right now. Couldn’t make the taping? The full episode lands on YouTube this Monday: https://t.co/SCymGcUERd

MorningstarInc's tweet photo. 🎙️ A packed room at Navy Pier got an early listen to a bonus episode of 𝗧𝗵𝗲 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗙𝗶𝗹𝘁𝗲𝗿, taped live at #MICUS!

Investment Specialist Susan Dziubinski sat down with Morningstar senior equity analyst William Kerwin for a deep dive into Apple as an investment — what the long-term thesis looks like, where the risks sit, and how it stacks up at today’s valuation. They also unpacked a handful of technology stocks Morningstar’s analysts find attractive right now.

Couldn’t make the taping? The full episode lands on YouTube this Monday: https://t.co/SCymGcUERd

Financial Planning

@finplan

about 1 month ago

No one can deny the strong performance of large-cap stocks in recent years. But these portfolio managers say dividend investing offers important volatility protections for the next down cycle. #investing #stocks #MICUS https://t.co/2w7QicedYm

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Morningstar, Inc.

@MorningstarInc

about 1 month ago

The Morningstar Hub is here at #MICUS! Stop by to chat with our sales representatives and account managers and watch demos of all our products, including Morningstar Direct, Morningstar Direct Advisory Suite, and our suite of AI tools designed to empower investor success. See you there!

MorningstarInc's tweet photo. The Morningstar Hub is here at #MICUS!

Stop by to chat with our sales representatives and account managers and watch demos of all our products, including Morningstar Direct, Morningstar Direct Advisory Suite, and our suite of AI tools designed to empower investor success.

See you there!

Morningstar, Inc.

@MorningstarInc

2 months ago

Don’t let future you say, “I missed #MICUS.” Live ask-me-anythings. Breakouts. Advisor networking—right on the lakefront at Navy Pier.🎡 Register today. 👉https://t.co/UxlCFQgcXs

Morningstar, Inc.

@MorningstarInc

4 months ago

Curious which #MICUS sessions resonated most last year? This June, we are diving back into key topics of interest: ✏️ Retirement planning ⚙️ AI applications 🌐 Geopolitics impacting your practice View the 2026 agenda to see what insights await. 🔗https://t.co/fp3aGhnMAF

Morningstar, Inc.

@MorningstarInc

5 months ago

The Morningstar Investment Conference agenda is live, and it’s packed ➡️ https://t.co/7nETI4LPVv Join us in Chicago for 50+ speakers on: 🌎 Geopolitics and what it means for your practice 📊 Public and private market opportunities 📈 Retirement planning solutions #MICUS

Morningstar, Inc.

@MorningstarInc

5 months ago

At #MICUS 2025, the Baron Capital CEO shared the principles behind his decades-long investing journey in “From Schwab to SpaceX” 🚀—prioritize character, back mission-driven leaders, and treat time as a competitive edge. 🎙️ A masterclass in patient investing. 📢 Register now to secure early-bird pricing and join us for more conversations like this. 👉 https://t.co/qlRQ9FfdZE

Morningstar, Inc.

@MorningstarInc

5 months ago

A standout session at #MICUS 2025 featured Retired General Stanley McChrystal and Daniel Needham on navigating uncertainty. Moving beyond market strategy, McChrystal highlighted how character and resilience define leadership today. 🔗 Get ready for more impactful conversations in 2026 and register today: https://t.co/7chj7zjZAP

Morningstar, Inc.

@MorningstarInc

6 months ago

Check out this moment from the 2025 Morningstar Investment Conference. 💡 @Vanguard_Group CEO Salim Ramji shares how lasting investment legacies evolve and why AI and cloud tech matter for advisors. 🎟️ Prepare for the year ahead and register for #MICUS today. 👉 https://t.co/HqSt5fRH16

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