Lynch, Danoff, Hasenstab: Videos From Morningstar ConferenceVW Staff
We have been covering the Morningstar Conference, below are some good video interviews with the panelists which just were posted by Morningstar.
Given Facebook Inc (NASDAQ:FB)’s strong network effect and high switching costs, its direct rivals are a smaller concern than something completely different that might divert users’ attention away from social networks, say Morgan Stanley (NYSE:MS) manager Dennis Lynch. Plus: Why Lynch lowered his Apple Inc. (NASDAQ:AAPL) stake.
Lynch: The Bigger Threat to Facebook
Danoff: The Benefits of Being Big
Will Danoff, manager of the $100 billion-plus Fidelity Contrafund, says that with the fund’s size comes valuable research resources, influence with company management, and the necessity of taking long-term positions.
5 Takeaways From the 2014 Morningstar Investment Conference
Gross posits the New Neutral, Hasenstab likes emerging-markets bonds, international stocks have blurred lines, strategic beta remains up for debate, and more.
Hasenstab: What’s So Attractive About Ukraine
Short-sighted panic-selling has offered good opportunities to buy Ukraine’s dollar-denominated government bonds, which are backed by solid fundamentals, says Templeton Global Bond manager Michael Hasenstab.