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2019 Investment Trends

2019 Investment Trends

Live Webinar | January 24, 2019 | 2 p.m. ET
Enjoy complimentary registration with your Investments & Wealth Institute® membership

2018 proved to be a tumultuous year for investors – as the Federal Reserve’s interest rate increased, a U.S.-China trade war and Brexit left investors nursing losses in both the bond and stock markets. On Thursday, January 24, 2019 at 2 p.m. ET, join Tom Lauricella for a view on key investment trends through the lens of Morningstar’s 2018 data, analytical tools and research, including trends in fund performance, drivers of return, portfolio construction (including the active vs. passive debate) and asset flows.

Speaker | Tom Lauricella
Tom Lauricella is editor for Morningstar Cloud, the firm’s web-based investment analysis platform for Morningstar Direct and Morningstar Office clients. In his role as editor, Tom manages Morningstar Cloud’s Research Portal, a curated home for Morningstar research created for financial professionals. Prior to joining Morningstar, Tom was a reporter and editor at The Wall Street Journal and Dow Jones, where he wrote about markets, mutual funds and investing for 23 years.

Registration & Fees (USD)

  • $0 Member
  • $75 Nonmember


Continuing Education

Learners must be logged into the live webinar at its scheduled time to receive continuing education (CE) credit. The program will be accepted for CE credit by the following entities, pending approval: 

Investments & Wealth Institute®
  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications 
  • ​Uploaded to your certification record within two weeks of the live event; please note that you must provide your Investments & Wealth Institute ID number when you access the GoToWebinar platform for this process to automatically take place
CFP Board
  • 1 hour of CE credit for CFP® certification (pending approval)
  • Reported on your behalf to CFP Board within 2 weeks of the live event; please note that you must provide your CFP ID number when you access the GoToWebinar platform for this process to automatically take place
The Institute is proud to be a CE Quality Partner of CFP Board.​ Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Special Thanks

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including instructions for how to additionally register in the GoToWebinar platform and add the event to your calendar. Please monitor your inbox and spam folders for these communications or contact the Education Department at education@i-w.org