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Friday 16 February 2018

Specialist, independent investment continuing education & certification

Fodder kicks off with Chris Watling on why we're at a once-in-a-generation moment in economics (the background paper to his presentation at Markets Summit earlier this week). Global economist, Dr Dambisa Moyo, argues that recent market gyrations suggest payment for today's economic recovery is close to falling due. Dr Bob Gay puts the recent plunge in equity markets in perspective. Michael Kitces highlights the emerging field of Finology and argues it's the future of financial planning (the background paper to his presentation at Finology Summit earlier this week). Finally, JP Morgan Asset Management's Patrik Schowitz outlines five investible areas of existing and emerging technologies. 
- All the best for another week's continuing education - Graham
P.S. Upcoming! 2018 Behavioural Economics Webinar Series featuring Professor Shachar Kariv start 1 March "Which clients do you call when markets tremble?
" More


I have never let my schooling interfere with my education - Mark Twain


Things break
Every generation or so, things (in the economics world) break. We're probably at or close to one of those once-in-a-generation moments. Watching monetary indicators is key.
Chris Watling, Longview Economics |

Is the stock market loaded for bear?
We are moving ever closer to the date when payment for today's recovery will fall due. Recent capital market gyrations suggest that awareness of the inevitable reckoning is already beginning to dawn.
Dambisa Moyo |

Unwinding the great QE carry trade
Let's be absolutely clear - the recent plunge in equity markets has almost nothing to do with inflation or a changing of the guard at the Fed.
Dr Robert Gay, Fenwick Advisors |

Finology and finding the higher purpose
While economics studies how humans allocate scarce resources, and psychology studies the human mind and behaviour, there is a gap at the intersection between the two – an emerging new body of knowledge dubbed, "Finology".
Michael Kitces |

Markets | Investing
The impact of technology on economic growth
There are five areas where the early effects of technological change on the world economy are believed to be investible today.
JP Morgan Asset Management |


Markets | Strategies | Investing
10 "fearless" predictions for 2018
It is the time of the year when those in the forecasting business like to lay out our expectations for the coming year. Here are mine...
Tim Farrelly, farrelly's |

Giddy markets and grim politics
Headlines seeming to portend political instability and chaos have not prevented stock markets from soaring. What gives?
Kenneth Rogoff, Harvard Univeristy |

Research Review: More insights into fund managers
The holy grail is to find active managers who can add value. The combined insights of these two papers suggest avoiding large managed funds, especially those under the control of managers who run a concurrent SMA.
Prof Ron Bird, UTS | 1.00 CE |

Income layering: What? Why? When? & How?
Income layering is a goals-based approach to building an investment portfolio that is likely to be beneficial to a wide range of retirees - especially those worried about how to sustain spending in the later stages of retirement.
Aaron Minney, Challenger |

Strategies | Investing
There's a place for impact investing strategies in portfolios
The impact investing market will be worth US$1 trillion in coming decades. It is important for practitioners to realise the impact that their client's capital can have on society.
R Brandweiner, G Gunesekera, Tim Macready | 0.50 CE |

Markets | Investing
Bitcoin: we warned you
The investment (as opposed to transaction) appeal of Bitcoins has grown and will grow. But we believe that Bitcoin will be very undesirable as an asset due to a very high degree of price volatility.
Woody Brock, SED |

Financial investors' wish list for 2018
However tempting it may be to focus our wishes on our own immediate desires, it is imperative this year that investors' wish lists take into account the big economic and policy picture.
Mohamed El-Erian, Allianz |

Populist plutocracy and the future of America
You know it's time to worry when the conservative Republican chairman of the Senate Committee on Foreign Relations warns openly that Trump could start World War III.
Nouriel Roubini, Roubini Global Economics |

Markets | Finology
Research Review: More on behavioural issues
Three recent research papers continue to grow our understanding of how behavioural traits impact markets. The first provides insights into Warren Buffett's success; the other two examine the markets' response to earnings information.
Prof Ron Bird, UTS | 1.00 CE |

Not all ETFs are created equal
With over 160 ETFs trading on the ASX, selecting the right ETF has become far more challenging. A simple yet effective due diligence framework is needed to assess suitability.
Jonathan Howie, BlackRock | 0.50 CE |


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