Forum Fodder NZ

PortfolioConstruction Forum

 

 

 

 

 

 

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; and,
   subscription services from local and international investment professionals and subject matter experts.


 


Friday 17 February 2017

Specialist, independent investment continuing education & certification for portfolio construction practitioners

This week's Fodder features our own Will Jackson's write up of his key takeouts from Tuesday's jam-packed Markets Summit 2017. It's a great summary of the 20+ high conviction ideas on how the winds of change are impacting economies and asset classes - and the implications for portfolios - from our Faculty of international and local investment experts. It's also a valuable backgrounder and entree into the full online Resources Kit of videos, podcasts and papers that will be available to all Members next week, whether you attended the live Summit 2017 program or not. 
All the best for another week's continuing education - Graham
P.S
. Register now for the 2017 CIMA intake - the peak, specialist certification for anyone involved in any aspect of constructing multi-asset, multi-manager portfolios.

QUOTE OF THE WEEK...

"The man who is a bear on the future of the US will always go broke" - J.P. Morgan

LATEST...

Markets | Strategies
Markets Summit 2017 - The winds of change - key takeouts
Markets Summit 2017 delivered 20+ high conviction ideas on how the winds of change are affecting the outlook for economies and asset classes - and the implications for portfolios. Here are our key takeouts.
Will Jackson, PortfolioConstruction Forum |
Key Takeouts

RECENTLY...

Strategies/Markets
Does political analysis matter when investing?
Should we just keep our heads down and treat political events as nothing more than noise? 2017 is going to be a year when politics does matter. In fact, it always has.
Jonathan Pain, The Pain Report |
Opinion

Markets
An unstable economic order?
The retreat of advanced economies from the global economy could have far-reaching consequences.
Mohamed El-Erian, Allianz |
Opinion

Markets
The inevitability of tighter monetary conditions
The stage is set for an inevitable tightening in monetary conditions. The only questions are how soon, how much and with what consequences.
Dr Robert Gay, Fenwick Advisers
| Opinion

Strategies
A two-dimensional risk tolerance assessment process
Beware using risk tolerance assessment tools that blend risk tolerance and risk capacity into a single result. The two need to be measured separately.
Michael Kitces, Pinnacle Advisory Group |
White Paper

Investing
Research Roundtable International 2016 - key takeouts
Put 10 senior Australian fund analysts on an eight-day CE program to the west coast of the USA. Inevitably, the group debated their views on many issues.
Will Jackson, PortfolioConstruction Forum
| Opinion

Bank hybrids are not equities
Tim, I agree that they are not equity like as they rarely have capital gains. However, they are riskier then a lot of defensive assets...
Steve Higgins
| Comment

 

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