thank you. >>> coming up, the winner of morningstar's outstanding portfolio manager award. will tell us if they've topped out. bank of america's francisco blanch tells us if oil prices will spike further first a look at the stocks hitting new 52-week highs in today's session including hca health care, before scientific, dollar tree, marriott. >>> welcome back to "power lunch. bond yields pulling bash after nearly four-year highs yesterday. 10-year government yield just under 3% yields up more than 100 basis points since january the next guest has successfully been able to do, winning of the morningstar 2022 investing awards mary ellen stannic is winner of the outstanding portfolio manager award. congratulations on the award. >> thank you, tyler. great to be with you. >> a lot of hard work went into it the award recognizes performances in 2021 a lot changes in 2022. i know you're not a believer in market timing, trying to move in and out because it rarely works but what kind of moves have you made this year in the portfolios to protect investors and position the portfolios f

netflix did recoup much of the losses and morningstar, ark innovation to a negative but down 30% this year so are these headlines warning signs of a tech slow down? this as we approach earnings season just weeks away, grasso, what do you say? >> i think apple, whenever someone makes a comment about apple they want to be provocative. apple is the safest bet in an unsafe world so when you want to be in the market but you fear that the end of the world is coming, you probably -- people are going to go into their coffins holding apple. right. they'll be in a pine box and there's going to be apple stock certificate on their chest. i wouldn't agree with that one. ark we said before, this is massively high multiple names that maybe the end is coming for them. but doesn't mean the end is coming for the overall market netflix i don't know if it was expense account for the lunch billupss they're worried about but next is -- >> you're saying poo poo to all of the things we outlined at the the top of the show. it's all baloney on a friday. >> people are paid to say something, right, we're here, w

let's talk to dan kemp from morningstar investment management.latest policy decision in a few hours' time. the ecb has quite a dilemma on its hands — how to rein in prices when growth itself is slowing and options are narrowing. well, victoria, that's absolutely right. we are facing this extraordinarily difficult period at the moment where the central bank is dealing with very high inflation, inflation we haven't seen for a very long time and trying to work out what it needs to do and, of course, that feeds through to the situation of businesses, consumers, and investors as well. i think the key things are encouraged people to remember is, firstly, that inflation is backward looking. it's a measure of how prices have changed, north where they are going in the future. second, inflation is a measure of change, and so was not the level of prices, how much is changing, so if prices don't rise further from here, changing, so if prices don't rise furtherfrom here, then changing, so if prices don't rise further from here, then we will get a zero inflati