The US/China trade confrontation is heating up and market analysts are scrambling to figure out what will come next. It's tempting to rely on historical experience but history is likely to be a poor guide.
Recent research examines the performance of active bond managers, and the impact of performance fees on returns of active equity funds and private equity funds.| 1.00 CE | 09-04-18 | | More
Infrastructure assets have large environmental footprints. Incorporating ESG factors into the infrastructure investment process can improve risk-adjusted returns.| 08-02-18 | | More
Genomic medicine will radically change how diseases are diagnosed and treated. Healthcare valuations do not currently reflect the long-term opportunities in the sector.
There is now a 50% chance that the US Federal Reserve will hike interest rates more sharply than markets expect, leading to a recession in the next one to two years.
20 Mar - farrelly's User Group (Syd)
18-21 Mar - CIMA IMAC (Syd)
11 Apr - Research Roundtable (Syd)
12 Apr - IMR Workshop (Syd)
25 May - Masterclass NZ (Akl)
17 Jul - Research Roundtable (Syd)
18 Jul - Research Roundtable (Mel)
22-23 Aug - Strategies Conference (Syd)
9-12 Sep - CIMA IMAC (Syd)
20-21 Sep - IMR Conference (Syd)
13-20 Oct - Research Roundtable Intl (US)
27 Nov - Research Roundtable (Syd)
28 Nov - Research Roundtable (Mel)
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.| 01-03-17 | | More
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).| 01-03-17 | | More
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.| 18-02-16 | | More
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.| 09-02-15 | | More
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.| 30-08-16 | | More
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.| 31-08-15 | | More