10 "fearless" predictions for 2018

It is the time of the year when those in the forecasting business like to lay out our expectations for the coming year. Here are mine...

Tim Farrelly More

Giddy markets and grim politics

Headlines seeming to portend political instability and chaos have not prevented stock markets from soaring. What gives?

Kenneth Rogoff More

Income layering: What? Why? When? & How?

Income layering is a goals-based approach to building an investment portfolio that is likely to be beneficial to a wide range of retirees - especially those worried about how to sustain spending in the later stages of retirement.

Aaron Minney More

Research Review: More insights into fund managers

The holy grail is to find active managers who can add value. The combined insights of these two papers suggest avoiding large managed funds, especially those under the control of managers who run a concurrent SMA.

Ron Bird1.00 CE More

There’s a place for Impact Investing strategies in portfolios

The impact investing market will be worth US$1 trillion in coming decades. It is important for practitioners to realise the impact that their client's capital can have on society.

Richard Brandweiner, Giles Gunesekera & Tim Macready0.50 CE More

Bitcoin: we warned you

The investment (as opposed to transaction) appeal of Bitcoins has grown and will grow. But we believe that Bitcoin will be very undesirable as an asset due to a very high degree of price volatility.

Woody Brock More

Populist plutocracy and the future of America

You know it's time to worry when the conservative Republican chairman of the Senate Committee on Foreign Relations warns openly that Trump could start World War III.

Nouriel Roubini More

Research Review: More on Behavioural Issues

Three recent research papers continue to grow our understanding of how behavioural traits impact on markets. The first provides insights into Warren Buffett's success; the other two examine the markets' response to earnings information.

Ron Bird1.00 CE More

Financial investors' wish list for 2018

However tempting it may be to focus our wishes on our own immediate desires, it is imperative this year that investors' wish lists take into account the big economic and policy picture.

Mohamed El-Erian More

Not all ETFs are created equal

With over 160 ETFs trading on the ASX, selecting the right ETF has become far more challenging. A simple yet effective due diligence framework is needed to assess suitability.

Jonathan Howie0.50 CE More

Regime Change: Inflation

The world has changed dramatically over the past three decades, but the analytical tools underpinning monetary policy haven't. The challenge is to develop new tools to fit the new world order.

Robert Gay More

The globalisation of our discontent

As some countries have shown, a market economy can take forms that temper the excesses of capitalism and globalisation, and deliver more sustainable growth and higher standards of living for most citizens.

Joseph Stiglitz More

Backgrounder: Portfolio rebalancing strategies

Researchers propose a range of improvements to traditional time-based rebalancing, including threshold and cash flow strategies, designed to increase effectiveness and efficiency.

Will Jackson 1 commentMore

Global credit deserves a greater piece of the investment pie

Introducing an active global credit investment into portfolios adds to an investor's opportunity set, and can offer alpha opportunities.

Samantha Lamb0.25 CE More

Forum Fodder 15 Dec 2017

In Fodder: Woody Brock - a warning about bitcoin; Mohammed El-Erian - investors wish list for 2018; Nouriel Roubini - Trump a plutocrat in populist clothes; Prof Ron Bird - 3 new behavioural finance papers; Jonathan Howie - What makes a quality ETF

Graham Rich, Publisher, PortfolioConstruction Forum More

Mark your diary

2018
13 Feb - Markets Summit
14 Feb - Finology Summit
13 Mar - farrelly's User Group (Mel)
14 Mar - farrelly's User Group (Bne)
20 Mar - farrelly's User Group (Syd)
10 Apr - Research Roundtable (Mel)
11 Apr - Research Roundtable (Syd)
12 Apr - IMR Program Workshop (Syd)
25 May - Masterclass NZ (Akl)
18 Jul - Research Roundtable (Syd)
19 Jul - Research Roundtable (Mel)
22-23 Aug - Strategies Conference (Syd)
20-21 Sep - IMR Program Conference (Syd)
13-20 Oct - Research Roundtable Intl (US)
28 Nov - Research Roundtable (Syd)
29 Nov - Research Roundtable (Mel)

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2017 Markets Summit - Webcast

Markets Summit 2017 featured a stellar lineup of international and local experts offering their best high conviction idea/thesis on the opportunities and risks ahead as the winds of change sweep through economies and asset classes - and the implications for portfolios.

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2017 Finology Summit - Resources Kit

Finology Summit 2017 featured a stellar lineup of finology experts offering their best high conviction idea/thesis on how the winds of change are impacting how investors think and behave with respect to money, and how we can better relate with them (and help others who must do so).

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2016 Markets Summit - Resources Kit

Markets Summit 2016 featured a stellar lineup of international and local experts offering their best high conviction idea/thesis around the Markets Summit theme - is it deja vu (all over again)? - and the resulting portfolio construction decision(s) that must be made.

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Backgrounder: Cyclical? Structural? Secular?

This Backgrounder defines the terms "cyclical", "structural"" and "secular" and provides examples, in order to increase the clarity of debate about what's really driving markets.

PortfolioConstruction Forum More

2016 Conference - Webcast

Conference 2016 featured a stellar lineup of international and local experts offering their best high conviction idea/thesis around the the friction between short-term and long-term investing imperatives - and the portfolio construction decisions that must be made.

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Conference 2015: the director’s cut

PortfolioConstruction Forum Strategies Conference 2015 featured a carefully selected faculty of more than 35 international and local portfolio construction experts offering their best high conviction ideas about critical portfolio "crossroads". Here are the highlights.

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Backgrounder: The long and short of it

Managing the fundamental friction between short-term and long-term investing imperatives is a key challenge when building portfolios. This Backgrounder explores some of the key concepts and debates.

PortfolioConstruction Forum More