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Wednesday, 21 October 2020 14:55

SunStar’s Conference Goes Virtual

Like everything else in 2020, SunStar Strategic’s Small Fund Conference, Strategies to Engage Advisors & Attract Assets, required a few changes – it went virtual!

Yes! If you are not sure how to harness the potential of social media to build your practice look no further.

At the Morningstar 2020 Virtual Conference, Hortense Bioy,Morningstar Europe & Asia, moderated a lively discussion between Simon Webber, Schroeders, and Lucas White, GMO, on climate change and the impact on portfolio construction.

While U.S. large-cap stocks enjoyed a robust decade, international equities languished. How will the international equities perform going forward?

Thursday, 24 September 2020 13:55

Insights From BlackRock's Larry Fink

At the 2020 Morningstar Conference, Larry Fink, Chairman of BlackRock, Inc., talked with Morningstar’s Hayward Kelly.

Hennessy Advisors, long-time SunStar Strategic client, typically holds a mid-year, in-person CIO Roundtable in Washington, D.C.

Monday, 21 September 2020 11:46

Yield Hunters

Morningstar’s bond panel, The Search for Yield in an Ultra-Low Interest-Rate World, featured Vanguard’s Anne Mathias and BlackRock’s Rick Rieder. The discussion was moderated by Morningstar’s Sarah Bush.

At the 2020 Morningstar Conference, Michael Mauboussin spoke about the best of his most impactful and recent research. He questioned the value of active management and suggested a new way to measure manager skill. 

Thursday, 10 September 2020 12:37

Advisors: Don’t Get Left In The Dust!

2020 has brought one change after another and financial advisors found themselves instantly in crisis mode.

Morningstar has big updates planned for the Morningstar Equity Style Box.

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