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Webinars

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Thematic Investing
The Enterprise AI Boom Is Here. What Investors Need to Know.
  • How AI models are beginning to monetize at the enterprise level and what real-world adoption looks like
  • How the major components of the semiconductor landscape are interacting and why diversified exposure may outperform
  • Why the memory trade may be losing momentum and which areas of the market are better positioned as the cycle matures
Speaker(s):
  • Angus Shillington
    Angus Shillington
    Portfolio Manager
  • Nick Frasse
    Nick Frasse
    Product Manager
May 07, 2026
11:00 AM US ET
Register
Viewing
  • Recommended
April 29, 2026
Gold Investing
Gold’s Bullish Path Ahead: Outlook, Miners and Portfolio Positioning
Imaru Casanova
David Schassler
Axel Merk
Andrew Musgraves
  • The macro forces shaping gold's outlook, including geopolitical risk, central bank demand and U.S. fiscal pressures
  • How gold miners are navigating today's environment and where opportunities may emerge
  • How investors are approaching gold allocations, including how to allocate across gold and gold equities within a diversified portfolio
Watch Replay
  • Recommended
April 14, 2026
Moat Investing
The SaaSpocalypse and Moats: Separating Hype from Reality
Brandon Rakszawski
Andrew Lane
Eric Compton, CFA
Malik Ahmed Khan, CFA
  • What’s driving the SaaSpocalypse and whether the selloff is justified
  • Morningstar’s updated moat ratings framework for evaluating software companies in an AI world
  • A deep dive of moat rating reviews for select software names
Watch Replay
April 08, 2026
Model Portfolios
A Macro Playbook for Market Volatility and Geopolitical Conflict
Jan van Eck
David Schassler
Charles Cameron
  • Key 2026 investment themes: Debasement (gold, commodities, real assets), geopolitical risk (energy security, defense spending), and de-globalization (supply chain resilience and strategic independence)
  • How conflict duration, oil price shocks, and rising inflation expectations are impacting stocks, bonds, and alternative assets
  • How portfolios may need to evolve beyond traditional 60/40 allocations to build resilience
Watch Replay
  • Recommended
March 25, 2026
Thematic Investing
How to Invest in the AI Supply Chain
Andrew Musgraves
Coulter Regal, CFA
Nick Frasse
  • Understand the physical infrastructure behind AI: chips, power, and critical minerals
  • How AI-driven demand is changing energy and resource markets
  • Ways to gain targeted exposure to the AI supply chain
Watch Replay
  • Recommended
March 20, 2026
Natural Resources
Hidden Impact of Strait of Hormuz Disruptions
Shawn Reynolds
Ammar James
Andrew Musgraves
  • Asset classes and sectors that may experience the biggest disruptions
  • Hidden ripple effects on everyday costs like food and household essentials
  • Commodity vs. equity divergence and the near, medium, and long-term outlook
Watch Replay
  • Recommended
March 17, 2026
Thematic Investing
Investing in the AI Transformation of Pharma
Phil McKeon
Nick Frasse
  • AI is improving drug discovery efficiency by increasing early-stage success rates and reducing the cost and time required to bring new therapies to market.
  • Smarter trial design and patient selection powered by AI may help improve overall pipeline outcomes and capital efficiency across the industry.
  • For investors, large, diversified pharma and biotech firms are well-positioned to benefit as AI becomes embedded across R&D and operations.
Watch Replay
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March 16, 2026
Emerging Markets Equity
Access the Companies Driving China's Innovation Economy
John Patrick Lee, CFA
Sunny Bokhari
  • The forces behind China’s recent equity momentum
  • How digitization and the energy transition are fueling China's innovation economy
  • Concentrated exposure to many of China's highest-growth companies
Watch Replay
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March 12, 2026
Thematic Investing
Sector ETFs for Today’s Market Reality
Michael Cohick
Drew Anderson
  • Examine the growing impact of stock concentration on performance
  • Understand the limitations of traditional sector ETFs in capturing today's leaders
  • Discover how to build more precise, benchmark-aligned allocations
Watch Replay
  • Recommended
March 05, 2026
Emerging Markets Equity
A More Selective Way to Invest in India
Angus Shillington
John Patrick Lee, CFA
  • Understand how Indian companies are benefiting from India’s digital transformation
  • Why active exposure in India is crucial to avoid underperforming companies that create performance drag
  • How our investment process is active by design but anchored in systematic discipline
Watch Replay
  • Recommended
March 04, 2026
Natural Resources
Energy Markets Enter a New Regime
Shawn Reynolds
Andrew Musgraves
  • Why this disruption may last longer than past geopolitical shocks
  • What supply risks mean for oil and LNG prices
  • The investment opportunity in traditional energy amid rising AI-driven energy demand
Watch Replay
  • Recommended
February 26, 2026
Thematic Investing
AI’s Shift from Buildout to Deployment
Angus Shillington
Nick Frasse
  • How AI demand visibility, pricing power, and supply constraints across semiconductors are shaping infrastructure sustainability
  • Why hyperscaler AI spending levels and emerging return signals are driving the peak investment debate
  • AI adoption is increasingly moving beyond infrastructure buildout into enterprise implementation and monetization
Watch Replay
  • Recommended
February 17, 2026
Natural Resources
Copper: The Electrification Trade
Charl Malan
Patrick Finn, CFA
  • Key drivers of copper's rally
  • How AI and data center expansion are translating into real-world metals demand
  • What long-term supply and demand dynamics could mean for copper prices
Watch Replay
  • Recommended
February 11, 2026
Emerging Markets Bonds
Higher Yields, Attractive Value in EM Local Currency Bonds
Fran Rodilosso
William Sokol
  • EM local currency bonds delivered strong 2025 performance
  • EM fundamentals are attractive relative to developed markets
  • How to gain diversified exposure to EM local currency bonds
Watch Replay
February 05, 2026
Income Investing
High Yield Opportunities in BDCs
Coulter Regal, CFA
Nico Cortese, CFA
Watch Replay
February 04, 2026
Natural Resources
Gold Just Blinked. Investors Shouldn't
David Schassler
Charles Cameron
Patrick Schramm
Watch Replay
  • Recommended
January 21, 2026
Gold Investing
Gold: What’s Next After a Breakout 2025
Imaru Casanova
Joe Foster
  • Is it too late after gold’s strong 2025 performance?
  • The durability of key drivers supporting gold prices
  • Which gold companies may benefit across different price scenarios
  • Why active management could be critical going forward
Watch Replay
  • Recommended
January 14, 2026
Moat Investing
Differentiation for a Broadening Market
Brandon Rakszawski
Andrew Lane
  • Current portfolio characteristics that set the moat suite apart in today’s markets
  • Key sector and industry themes to watch in 2026
  • Live Q&A with Morningstar’s equity research team
Watch Replay
January 13, 2026
Model Portfolios
Debasement to Digitization: Allocation for What’s Next
Jan van Eck
David Schassler
Charles Cameron
  • Key 2026 investment themes: Debasement (gold, Bitcoin, real assets), digitization (AI and enabling infrastructure), and decarbonization (nuclear and energy security)
  • How fiscal policy, interest-rate expectations, geopolitics and regulation shaped stocks, bonds and alternative assets in Q4 2025
  • How portfolios may adapt in 2026 to balance growth, resilience and emerging risk
Watch Replay
December 16, 2025
Income Investing
Top Income Ideas: Equity, Munis, and Corporate Credit
Coulter Regal, CFA
Nicolas Fonseca, CFA
Drew Anderson
  • Combine equity-income tools with traditional fixed income to build more resilient, higher yielding portfolios
  • Leverage municipal bonds for tax-advantaged income and stability amid fiscal and policy uncertainty
  • Identify undervalued investment-grade bonds to support income generation and total-return potential while maintaining quality
Watch Replay
December 10, 2025
Digital Assets
The Investment Case for Solana
Matthew Sigel
Kyle DaCruz
  • Understanding Solana: A simple explanation of the network and how it works.
  • What makes Solana different: Why developers and users choose Solana over other blockchains.
  • Why investors should pay attention: Key reasons Solana has gained momentum and how it can fit into a portfolio.
Watch Replay
November 25, 2025
Digital Assets
Allocating to Bitcoin: An Opportunistic Approach to Market Volatility
Jan van Eck
David Schassler
Charles Cameron
  • Understand Bitcoin’s Core Drivers: VanEck’s framework identifies three key factors shaping Bitcoin market conditions.
  • Assess Allocation Opportunities: Learn how the current environment can inform sound, long-term allocation strategies.
  • Position for the Next Cycle: The impact of macro trends, including the upcoming halving, on Bitcoin’s longer-term trajectory.
Watch Replay
November 20, 2025
Thematic Investing
Backing an AI Buildout, Not a Bubble
Angus Shillington
Nick Frasse
  • The evolving drivers of semiconductor demand
  • Assessing if we're in a bubble or just in the early innings of a structural shift
  • Live Q&A to answer your top questions
Watch Replay
November 19, 2025
Income Investing
Rate Cuts Are Back: Where to Find Yield Now
Brandon Rakszawski
Coulter Regal, CFA
  • What the Fed’s shift to easing means for income-focused investors
  • How the high yield potential of BDCs and mortgage REITs can help offset falling rates
  • Why a diversified approach makes sense when accessing these markets
Watch Replay
November 17, 2025
Emerging Markets Bonds
The Case for EM Bonds: High Yields, Better Value
Eric Fine
William Sokol
David Barros
  • How EM bonds fit in a de-dollarizing world
  • Why emerging markets debt has been attractive in today’s market
  • How our investment process finds compelling opportunities in evolving geopolitical conditions
Watch Replay