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G'day
This week, we kick off a new
bi-monthly series featuring Dr Woody Brock, one of the world's foremost
economists. Woody is an exceptional and original thinker and his
insights are highly valued by country and corporate world leaders - so
please
make the most of our unprecedented access to his views. Continuing
the theme of original thinkers, Michael Kitces is turning conventional
wisdom on its head with his latest research showing that
increasing equity exposures in retirement provides better outcomes
(and it's done in a way that doesn't cause clients to lose sleep). On a
different note, John Abernethy asks (and answers clearly)
the question we're all asking: "How to you run out of money when you're
printing it?". We showcase an "Undiscovered
Fund" identified by research house, Zenith,
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and last but definitely not
least, we release another of the
12 exclusive Thought Pieces from Conference - PIMCO's Mohamed El-Erian
on investing in a multi-speed world.
All the best for some great weekend learning - Graham
P.S. Woody will be with us for the 2014 Markets Summit
(18-19 February 2014 - Mark Your Diary!)
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"I
would like to see [Paul Krugman] admit that he got the biggest call
of the last several years dead wrong, again and again and again." -
Niall Ferguson (Krugtron
the Invincible, Part 1)
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Perspectives -
latest |
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Dead cat bounce - the failure of macroeconomics
What makes this cycle so different? Five reasons - two are quite
conventional, three are not. With proper economic policies, good times
could lie ahead for the West.
Dr Woody Brock, SED | Opinion
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Should equity exposure really decrease in retirement?
Conventional wisdom is that retirees should reduce their equity exposure
in retirement as their time horizon shortens - in reality, the ideal may
actually be the exact opposite.
Michael Kitces, Pinnacle Advisory Group | Opinion
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How do you run out of money when you are printing it?
The US debt debate will be navigated, but with
no real solution - the ingredients are being put in place for higher
bond yields. The only questions are when, and how high.
John Abernethy, Clime | Opinion
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Undiscovered Fund: Low correlation Australian equity
An Australian equities fund offering significant diversification
benefits when blended with other Australian Equity funds, and downside
market protection.
Zenith Investment Partners | Research
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A multi-speed world
Recorded exclusively for PortfolioConstruction Forum, PIMCO's Mohammed
El-Erian discusses QE, and whether Australia can continue to escape the
new normal.
Mohamed El-Erian, PIMCO | Opinion
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Perspectives -
recently |
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Forward PEs look attractive?
"Forward PEs look attractive"
is often offered as an astute observation. In fact, it's almost a
truism. But does using forward PEs to assess market valuations actually
work?
Tim Farrelly, farrelly's | Opinion | 1
comment
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Lifecycle investing - the Australian context
Recorded exclusively for PortfolioConstruction Forum, Prof. Jack Gray
explains why lifecycle investing concepts needs adaptation for the
Australian context.
Prof Jack Gray, UTS | Opinion
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Does lending to debtors make sense for bond investors?
Net foreign assets, a measure of a country's net
wealth, can reliably predict future defaults - allocating to countries
with net wealth not net debt leads to superior returns.
Andy Seaman, Stratton Street Capital | Resources
* Awarded
Delegates' Pick Award 2013 for best DDF Presentation *
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A world without risk free assets?
The history of good sovereigns defaulting is a rich one, going back to
the Middle Ages and Renaissance period. What could replace US Treasuries
as the risk free asset?
Angela Ashton,
PortfolioConstruction Forum | Research
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Investing in a debt-fuelled world
Deleveraging will leave a
lasting impact - and meeting the challenges it presents investors will
be critical to everyone operating in the new financial landscape.
Prof Amin Rajan, Create Research | White
paper
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