Upcoming adviser webinar
Markets continue to shift, and advisers need clarity to guide client portfolios with confidence. Join Morningstar’s Michael Malseed, Head of Institutional Portfolio Management, and Matt Wilkinson, Associate Portfolio Manager as they share the latest Medalist portfolio insights and what they mean for you and your clients.
You’ll gain a clear view of how the portfolios are evolving, the decisions that are driving performance, and how the Morningstar investment team is preparing for the next phase of the market.
What you’ll learn:
- The impact of recent manager changes and the rationale behind then.
- How portfolio construction decisions are shaping outcomes.
- Our latest perspective on the economic environment and valuations.
- Insights direct from underlying managers and their positioning.
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