2018 proved to be a tumultuous year for investors – as the Federal Reserve’s interest rate increased, a U.S.-China trade war and Brexit left investors nursing losses in both the bond and stock markets. Join Tom Lauricella in this recorded webinar for a view on key investment trends through the lens of Morningstar’s 2018 data, analytical tools and research, including trends in fund performance, drivers of return, portfolio construction (including the active vs. passive debate) and asset flows.
Speaker:
Tom Lauricella is editor for Morningstar Cloud, the firm’s web-based investment analysis platform for Morningstar Direct and Morningstar Office clients. In his role as editor, Tom manages Morningstar Cloud’s Research Portal, a curated home for Morningstar research created for financial professionals. Prior to joining Morningstar, Tom was a reporter and editor at The Wall Street Journal and Dow Jones, where he wrote about markets, mutual funds and investing for 23 years.
Continuing Education (CE) Credit:
-1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must watch the presentation for the required 50-minute minimum
-Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
Expiration:
This program is only available for online viewing through February 29, 2020, regardless of date purchased.
Special Thanks:
Please join us in offering our thanks to Morningstar for their sponsorship of this program.