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Portfolio Construction Forum

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Friday 27 April 201

8Specialist, independent, investment
continuing education, accreditation & certification

Forum Fodder | Friday 29 March 2019
Learning never exhausts the mind. - Leonardo da Vinci

All the best for another week's continuing education! 
- Graham

LATEST ONLINE CE...

Markets
Understanding the Fed's dovish turn
The US Federal Reserve surprised markets recently with a large and unexpected policy change. The new normal will be a US policy rate close to or just below 3%.
Nouriel Roubini, Roubini Macro Associates |
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Markets
China is reforming, not in crisis
Nearly a decade after one of the great debt binges of all time, Chinese economic growth and credit creation have slowed. Today, stimulus is being undertaken. This is not a crisis, this is reform.
Julian McCormack, Platinum Asset Management | 0.25 |
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Markets
Being the most trusted brand is essential in fiery times
The best chance for survival among what were regarded as the most defensive of stocks is to be the biggest, most revered brand – or at least hold number second spot. Others will struggle and many will disappear.
Vihari Ross, Magellan Asset Management | 0.25 |
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Finology
New Word Order - It's not what you say, it's what they hear
The way investors respond to the language of financial services can be influenced by using the right words, avoiding others, and structuring messages to overcome skepticism.
Gary DeMoss, Invesco Consulting | 0.50 CE |
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Markets | Investing
Climate change-related regulation
Compared to physical risks, investors have a much greater ability to incorporate carbon and related pollution regulations into investment decisions.
Colonial First State Global Asset Management |
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Refund of excess franking credits
$5.6bn a year... will make a huge difference to government revenue. Don't think people will suddenly shift their asset allocation strategy, as Tim suggests...
Clinton Clarke, Clarke Advisory Group |
More

How much really?
Those who don't find a way to get the benefit of imputation should reduce their exposure to Australian equities. As you say - not all will on day one. But many will over time. More of the so called savings gone...
Tim Farrelly, farrelly's Investment Strategy |
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UPCOMING LIVE CE...

Markets | Strategies |Investing
Investment Management Research Workshop 2019
Wed 15 May 2019 | 5.5 CE hrs
Now in its 11th year, the annual Investment Management Research Workshop showcases new research in the area of investments. The 2019 IMR Workshop features a faculty of academic and financial services professionals including:  Prof Moshe Milevsky, PhD, presenting "Portfolio longevity - measuring, managing and monitoring"; University of Sydney Business School's Susan Thorp, PhD; Macquarie University's Tim Kyng, PhD; Portfolio Construction Forum's Prof Ron Bird; CIMA Society's Chair Pauline Vamos; Grattan Institute's Brendan Coates; and, ANU's Geoff Warren, PhD.
Registration opens Monday - meanwhile mark your diary! Wed 15 May 2019

RECENT ONLINE CE...

Strategies | Investing
Imputation refunds have to go?
The idea that imputation refunds are an unfair, expensive rort is gaining acceptance in the community. The Labor proposal is not fair, nor much of a revenue earner. It's not even nuts. It is just wrong.
Tim Farrelly, farrelly's Investment Strategy |
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Markets
Modern Monetary Nonsense
The arguments of supporters of Modern Monetary Theory have a grain of truth, but they also rest on some fundamental misconceptions and have unpredictable and potentially serious consequences.
Kenneth Rogoff, Harvard University |
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Markets
The post GFC 'cheap money' bubbles are popping
For most of the last 10 years, the world's major central banks have been creating significant amounts of cheap money, inflating several bubbles. Those bubbles are beginning to burst.
Chris Watling, Longview Economics | 0.25 CE |
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Markets | Strategies
2019 Markets Summit - my key take outs
The key takeout for me was the notion that perhaps markets entered an inflection point through 2018 and, if investors haven't already, they need to think about how they position portfolios in light of this.
Stephen Miller, GSFM |
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Finology
Move over risk/return profiles - values define clients' needs
Only by making the effort to understand and align investment beliefs with values can we get a sharper understanding of clients' true objectives and provide solutions that will really meet their needs.
Tassos Stassopoulos, Trinetra Investment Management | 0.50 |
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Markets | Finology
The heat is on - where investing meets investors
Human beliefs, biases and behaviours are central to the behaviour of financial markets, causing financial and economic instability to persist.
Dr. Pippa Malmgren, DRPM Group | 0.50 CE |
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Markets
Investors need a new measure of economic growth
Much macroeconomic analysis is very narrow in scope. ESG factors are ignored all together. A new indicator of national progress measures economic dynamism and progress on meeting ESG goals.
Stephanie Kelly, Aberdeen Standard Investments | 0.25 CE |
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Philosophy | Markets
Are financial crises unpreventable?
Banking and finance are an extreme case of governance and policy failures, where the abuse of power and lack of trust in institutions undermine capitalism and democracy.
Anat Admati, Stanford Graduate School of Business |
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Finology
Building future-proof portfolios requires emotional agility
The future is, by definition, uncertain, as are financial markets. To prosper in such an environment, we need to be emotionally agile in order to align our values and actions and, in turn, help investors achieve their financial goals.
Susan David, Harvard Medical School | 0.75 CE |
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Markets | Investing
Physical impacts of climate change
Climate change is affecting countries, companies, assets and communities in a variety of ways. Good stewardship of client assets requires investors to consider these issues.
Colonial First State Global Asset Management |
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