2019 Markets Summit - my key take outs 

Stephen Miller | GSFM | 13 March 2019

I had the pleasure of attending Portfolio Construction Forum Markets Summit 2019 - "The heat is on" - in Sydney a couple of weeks back. I thought each of the Faculty did an excellent job in provoking attendees into thinking about the key challenges that confront us as investors in the period ahead.

The key takeout for me was the notion that perhaps markets entered an inflection point through 2018 and that, accordingly, if investors haven...