--- title: Validation of our Thoughts at Morningstar Investment Conference in Chicago description: Validation of our Thoughts at Morningstar Investment Conference in Chicago --- [![3_Global-View-SMALL_long_black](https://globalviewinv.com/wp-content/uploads/2025/10/3_Global-View-SMALL_long_black-scaled.png#130)](https://globalviewinv.com) ✕ - [About Us](https://globalviewinv.com/about-us/) - [Our Story](https://globalviewinv.com/about-us/) - [Our Founder](https://globalviewinv.com/about-us/) - [Meet Our Team](https://globalviewinv.com/about-us/) - [Your Fee-Only Fiduciary Partner](https://globalviewinv.com/about-us/) - [Referral Partners](https://globalviewinv.com/about-us/) - [Why Global View](https://globalviewinv.com/why-global-view/) - [Your Independent Advocate](https://globalviewinv.com/why-global-view/your-independent-advocate/) - [Real Risk Management](https://globalviewinv.com/why-global-view/real-risk-management/) - [Family-Office-Style Services](https://globalviewinv.com/why-global-view/family-office-style-services/) - 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[Setting the Path to Retirement](https://globalviewinv.com/setting-path-retirement/) - [Worry-Free Portfolio Management](https://globalviewinv.com/what-we-do-global-view/worry-free-portfolio-management/) - [Tax and Estate Planning Coordination](https://globalviewinv.com/what-we-do-global-view/tax-and-estate-planning/) - [Navigating Life After Loss](https://globalviewinv.com/navigating-life-after-loss/) - [Our Fees](https://globalviewinv.com/what-we-do-global-view/our-fees/) [![2_Global-View-TAGLINE_stacked_white](https://globalviewinv.com/wp-content/uploads/2025/10/2_Global-View-TAGLINE_stacked_white-scaled.png#123)](https://globalviewinv.com) - [Who We Serve](https://globalviewinv.com/who-we-serve/) - [Client Experiences](https://globalviewinv.com/who-we-serve/client-experiences/) - [Contact Us](https://globalviewinv.com/contact-us/) - [Resources](https://globalviewinv.com/resources/) - [News & Insights](https://blog.globalviewinv.com/) - [eBooks](https://globalviewinv.com/ebooks/) - [Quick Guides](https://globalviewinv.com/quick-guides/) - [Videos](https://www.youtube.com/@Globalviewinv) - [Client Login](https://globalviewinv.com/client-login/) [![6_Global-View-Icon-black](https://globalviewinv.com/wp-content/uploads/2025/10/6_Global-View-Icon-black-scaled.png#68)](https://globalviewinv.com) # Validation of our Thoughts at Morningstar Investment Conference in Chicago ![](https://globalviewinv.com/wp-content/uploads/2025/11/gold-line.jpg) # Global View Investment Blog # Validation of our Thoughts at Morningstar Investment Conference in Chicago [Financial Planning](https://blog.globalviewinv.com/tag/financial-planning), [Fee-Only Fiduciary](https://blog.globalviewinv.com/tag/fee-only-fiduciary), [Global View News & Commentary](https://blog.globalviewinv.com/tag/global-view-news-commentary) May 5th, 2017 By: [Ken Moore](https://blog.globalviewinv.com/author/ken-moore) Last week, Joey Hines and I spoke one-on-one with the best investment minds in the business at the Morningstar investment conference. The #1 takeaway was an affirmation of our investment thesis. The best equity minds agree the greatest opportunity is outside the US and that in the US you must be very selective. They also feel rising rates will cause active management to shine (which it has to some degree so far, this year) and that investors in traditional US bonds face serious headwinds. Fortunately, several excellent managers recently left other firms and started boutique shops (like Grandeur Peak). We are currently conducting serious due diligence on additional global and overseas equity funds as well as bond funds we believe offer excellent opportunity in this environment and are already slowly adding some of these to your portfolios. Click here to read a blog I wrote in 2014 on how we select managers: [How We Select, Categorize, and Fire Managers](http://globalviewinv.com/2014/05/how-we-select-categorize-fire-managers/). In summary, we are excited. Our thesis is playing out. We will provide more detail in coming weeks on this as well as some other insights we gained. This is hard work, but it’s hard work we love.   ![Ken Moore](https://blog.globalviewinv.com/hubfs/Ken%20Moore%20Global%20View.jpg) ### Written by [Ken Moore](https://blog.globalviewinv.com/author/ken-moore) Ken’s focus is on investment strategy, research and analysis as well as financial planning strategy. Ken plays the lead role of our team identifying investments that fit the philosophy of the Global View approach. He is a strict adherent to Margin of Safety investment principles and has a strong belief in the power of business cycles. On a personal note, Ken was born in 1964 in Lexington Virginia, has been married since 1991. Immediately before locating to Greenville in 1997, Ken lived in New York City. 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