There is nothing unusual in a US President having a penchant for spin. But it won't be nearly as easy to spin the consequences of the flaws with Trump's economic policy.

Stephen Roach

What strategy should a rational investor, completely free of constraints, take to preserve wealth while making modest long-term gains? To do so will not be easy over the next two decades.

Woody Brock | 1.00 CE

Two recent research papers explore the impact of investors' increasing appetite for environmentally responsible investments.

Ron Bird | 1.00 CE

The subtle channels can be so powerful that they communicate information without us knowing it. Body Linguistics, EQ and awareness are the keys to understanding others.

Yvette Alcott | 0.50 CE

It’s a Quantitative Tightening world and the tide is receding. QT appears set to continue in 2019 and bonds should continue to perform well.

Brett Lewthwaite | 0.25 CE

Facebook’s crypto-currency aims to function as private money anywhere on the planet. Given the massive risks, governments must step in and stop it before it launches.

Katharina Pistor | 1 comment

Portfolio construction is multi-faceted and should be iterative. Five key components provide a framework to design quality portfolios to meet clients' objectives.

Annika Bradley | 1 comment

This panel, which considered key takeouts from Finology Summit 2019, commenced with an overview of a 2018 global study on how well financial advisers know their clients.

Expert Panel | 0.50 CE

The growing proportion and influence of older workers in the labour force will provide support for the equity market going forward.

David Buckle

As recessionary pressures continue to build, rotating portfolios toward high grade, defensive assets will prove to be a prescient asset allocation decision for investors.

Charles Jamieson | 0.25 CE

The critics of QE are right to warn of unintended consequences. But shunning QE may also have unintended consequences. The critics should be careful what they wish for.

Barry Eichengreen

Research finds that SRI funds perform as well as conventional funds, ESG equity investing has outperformed in the US, and controversial stocks do best in crises.

Ron Bird | 1.00 CE

There is scientific consensus that five major personality traits explain much of the behavioural differences between individuals - linking to financial outcomes, and preferences for advice.

Herman Brodie | 0.50 CE

Returns in emerging market equities have been disappointing in recent years. But the stark rise of populism in the western world may actually present an opportunity for many emerging economies.

Thomas Vester | 0.25 CE

While much of the discussion around climate change and transition risks is focused on negative impacts, these changes will offer significant opportunities for some businesses.

Colonial First State Global Asset Management

What's new with our continuing education, accreditation and certification programs.

Graham Rich

Media coverage of Portfolio Construction Forum's continuing education and certification programs...