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G'day
To coin a phrase, it's deja vu
all over again. Talk of bubbles hasn't been this strong since the GFC -
but as history shows, talk doesn't stop bubbles forming, growing or
bursting.
The important thing is to work out what bubble talk to ignore, as our
latest new monthly columnist, Dominic McCormick, writes. Nouriel Roubini
must surely make the grade of who to listen to - and he's warning that
many countries are in a slow-mo replay of the pre-GFC housing train
wreck. On a related note, Pippa Malmgren explains
why investors need to be thinking about the rising US v China superpower
battle (and why the US will win - for
the time being). On a positive note, Aberdeen's Bruce Stout argues that
poor market |
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sentiment about the developing world is
a terrific buying opportunity and in his end of year roundup,
Jonathan Pain explains his big call for 2014.
All the best for some great weekend learning! - Graham
P.S. Register now for Markets Summit 2014. The Great Escape
- What will the markets be like in the QE run out?
Overview & registration
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The time of maximum pessimism
is the best time to buy and the time of maximum optimism is the best
time to sell
-
Sir John Templeton
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Perspectives -
latest |
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An
extraordinary year
It's
been an extraordinary year. My biggest call for 2014 is that China's
stockmarket could be the best performing.
Jonathan Pain, The Pain Report | Opinion
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Looking for bubbles
There has been much talk about bubbles in recent months. But to work out whether an asset class is in a bubble,
you first need to identify
the talk you should ignore.
Dominic McCormick, Select Investment Partners | Opinion
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US v China superpower battle is heating up
The export of inflation by the US can do far more damage to China's
effort to become a self-sufficient superpower than almost anything else
the US could have thought of.
Hon. Dr Pippa Malmgren, Principalis Asset Management | Opinion
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Back to housing bubbles
Five years on from the GFC, we are witnessing in many countries a
slow-motion replay of that housing-market train wreck.
Nouriel Roubini, Roubini Global Economics | Opinion
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Fortune favours the well informed
A year ago, the world was salivating at the prospect of current account
deficits in the developing world. Now, it's terrified. It's a terrific
investment opportunity.
Bruce Stout, Aberdeen Asset Management | Opinion
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Perspectives -
recently |
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It's time to look to alternatives
For the past five years, you didn't need to be interested in alternative
assets. But it's now time to start looking into alternatives to equities
and bonds.
Tim Farrelly, farrelly's | Opinion
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The logical ability to outperform the market
Efficient market theory claims you can't beat the market. Seductive as it is, this claim is incorrect, as extensive
research makes clear.
Dr Woody Brock, SED | Opinion
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Simple smart beta
Continuing our smart beta series, we dig into the simplest approach -
and whether it's just repackaging old investment ideas in higher fee
structures?
Angela Ashton, PortfolioConstruction Forum | Research
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What's a fair return?
What's a very good long-term return from equity markets? What is
impossible? What is fair? A good example is Sigma Pharmaceuticals.
Simon Mawhinney, Allan Gray | Opinion
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The global agriculture equity opportunity
Agricultural equities is the third leg of global natural resources,
joining energy and mining as an important natural resource investment
sector.
David Whitten, 90 West Asset Management | Opinion
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Calendar of
live programs |
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Markets Summit 2014 - The Great Escape
What will markets be like in
the great QE run out?
Established in 2009, Markets
Summit is THE investment markets scene setter of the year. The one-day
program features 20+ local and international economists, asset
allocation strategists and market specialists. Strictly limited to 510
delegates, Markets Summit will help you understand the key drivers and
outlook for investment markets, and the implications for portfolio
construction.
18
FEBRUARY 2014 | SYDNEY | 9+ CPD | A$495+GST EARLY BIRD |
Register now
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Keep up to
date - follow us @PortfolioForum
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