Morningstar Conference

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2026 Morningstar Investment Conference UK

Against a backdrop of market volatility and sweeping geopolitical change, the 2026 Morningstar Investment Conference UK brought together UK advisers, wealth managers, paraplanners and fund selectors for a day of expert insight and practical perspective.

The day opened with a compelling address from Dr Pippa Malmgren, former White House presidential adviser, economist and bestselling author, who examined how global power shifts are genuinely influencing markets, capital flows and portfolio risk — and, crucially, what investors can safely set aside.

Ryan Murphy from Morningstar turned the lens inward, sharing practical behavioural science strategies to help advisers support clients, manage emotions and maintain trust when markets are at their most unsettling.

The afternoon brought a thoughtful exploration of retirement planning in an uncertain world, with Christine Benz and Mike Coop of Morningstar addressing inflation, sequencing risk and sustainable withdrawals. Their session was enriched by real-world perspective from Anthony O’Connor of RPG, grounding the conversation in the realities advisers face day to day.

The conference closed with a wide-ranging discussion on multi-asset portfolios under pressure, covering private markets access, political risk and where opportunity continues to emerge in equities, which left delegates with both clarity and conviction heading into the months ahead.