• Morningstar 2010: Yoga master class

    Superstar managers at Morningstar Investment Conference attribute part of their success to yoga… Bill Gross at Pimco: The $227.9 billion Total Return Fund became the world’s biggest mutual fund in 2009, as Gross lured in investors with his handling of the financial crisis. Gross saw the mortgage debacle coming and was able to dodge most […]

  • Morningstar 2010 Preview

    [My chief areas of interest are shown in boldface below.] Morningstar will host its 22nd annual investment conference for financial advisors Wednesday, June 23 through Friday, June 25, at McCormick Place Convention Center in Chicago. This year’s keynote speakers are Jeffrey Gundlach, co-founder, chief executive officer and chief investment officer of DoubleLine Capital, who will […]

  • Morningstar 2008: “This time it’s different”

    The opening address at the Morningstar 2008 Investment Conference in Chicago was given by Mohamed A. El-Erian, Co-CEO and Co-CIO of PIMCO. Three weeks ago in Barron’s, he identified four major global trends: • Realignment in global growth • Return of inflation • Structured finance diminishing the barriers to entry • Wealth transfer among nations […]