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Our regular
Forum Fodder email alerts Members to what's new on this site and
with our live professional development progams.
A sample of the Forum Fodder email is below.
Become a Member (with our
compliments) to receive Forum Fodder and access our multi-media learning
centre, PortfolioConstruction.com.au (this site) featuring:
- Resources Kits - videos and podcasts of the sessions and accompanying
papers from our live programs;
- Perspectives library - exclusive interviews, research papers, white
papers, opinion papers and special interest
subscription services from local and international investment
professionals and subject matter experts; and,
- CPD Campus - our online portfolio construction learning and
accreditation resource.
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Strategic partnership with IMCA
I'm very pleased to advise that
PortfolioConstruction Forum and IMCA australia are
forming a strategic partnership, to more fully
establish the Certified Investment Management
Analyst (CIMA) designation in Australia and NZ. (In
2015, to avoid any conflict of interest, I stood
aside as a Director of the IMCA australia Board of
Directors when it decided to seek a strategic
education partner.) The CIMA designation fits
perfectly with PortfolioConstruction Forum's
continuing education programs, and is very relevant
to a large number of our Members (not least given
impending regulation around formal and continuing
education for wealth management professionals).
We'll be letting you know more about CIMA
certification over coming weeks.
Meanwhile, all
the best for a great weekend's continuing education -
Graham
P.S.
Markets Summit
2016
is sold
out, but it's not too late to register for
Finology Summit - where investing meets investors(17 Feb) |
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LATEST... |
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The global economy's New Abnormal
How much longer can markets not only ignore the real
economy, but also discount political risk? Welcome
to the New Abnormal for growth, inflation, monetary
policies, and asset prices.
Nouriel Roubini, Roubini Global Economics
| Opinion
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Turbulence in the world economy and markets
The consensus
view that falling oil prices and a China slowdown
are the main drivers of slowing world growth is only
half the true story of why global growth is 3%
rather than 6% as it was - and could and should be
again.
Dr Woody
Brock, SED
| White
Paper
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Thinking
like Ms Yellen
Yellen has wanted to nip a brewing asset price
bubble before it was too late. January's market
selloff has accomplished her intent. Now she take
her foot off the brake.
Dr Robert Gay, Fenwick Advisers
| Opinion
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The case for gold resurrected
When central banks are taking to
extreme policies, and Donald Trump has a decent
chance of becoming the next US President, we need to
be prepared for anything. Gold may not be the
perfect hedge to a range of these risks, but what
is?
Dominic McCormick, Select Investment Partners
| Opinion
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Tools or jewels?
Gold is back to outperforming stocks. It seems that
the markets are indicating that we have entered a
period in which jewels will outperform tools. And
try as we may (we are no gold-bugs), we struggle to
find reasons to discard the market's message.
Louis-Vincent Gave, GaveKal
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Opinion
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Time for
Merkel to go
Only half a year ago, I explained how
boring German politics under Merkel had become. At
the time, her position seemed virtually unassailable
and the 2017 election result a foregone conclusion.
Not anymore.
Oliver Hartwich, The New Zealand Initiative
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Opinion
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Member comments
Not just the FSC doesn't understand imputation
I wonder if it isn't just the FSC who don't
appreciate imputation credits...
Doug Turek, Professional Wealth | Comment
Rebalancing
The thing I
have never understood is why rebalance and
deliberately trigger a CGT event...
Matthew Garrett, Oxley Life Solutions | Comment
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RECENTLY... |
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Another "interesting" year
It's almost predictable - markets are off to yet
another "interesting" start for the year.
Charles Gave is calling
a "Daddy
Bear" equity market, while BCA Research has already
dubbed 2016 "Annus Horribilis". But
portfolios must still be designed, built
and managed - so
Markets Summit
2016 (16 Feb 2016) couldn't be better timed!
All the best for another great
year's continuing education -
Graham
P.S.
Check out our keynote speakers for
Finology Summit - where investing meets investors - 17 Feb |
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Does the Financial Services Council understand
imputation?
The FSC has called for
a cut in the company tax rate to 22%, to be funded by
an increase in the GST. It's hard to see why FSC
made this call, particularly given that its stated
number one priority is "working to improve the
well-being of all Australians".
Tim Farrelly, farrelly's
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comments
| Opinion
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Portfolio rebalancing usually reduces long-term
returns
While rebalancing may be helpful as a risk
management strategy, it may actually reduce
long-term returns. But that isn't a reason to avoid
it. It's crucial to recognise the role that
rebalancing really does (and does not) play in a
long-term portfolio.
Michael Kitces, Pinnacle Advisory Group
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1 comment
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0.25 CE
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White Paper
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Here comes
Daddy bear
For the last few months, I've been concerned that a
bear market was likely to unfold. We are now on such
a trajectory. History suggests that such episodes
come in two distinct extremes.
Charles Gave, GaveKal
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Opinion
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Annus Horribilis
2016 has started poorly for the global economy - and
horribly for markets. A number of negative themes
are ascendant, whereas the positive ones are either
pausing or petering out.
Marko Papic,
BCA Research
| White
Paper
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The global migration blowback
Nearly half of the world's economies are at a "high"
or "very high" risk of political and social unrest.
It is a disaster waiting to happen.
Dambisa Moyo
| Opinion
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