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Forum Fodder | Friday 29 May 2020
Take the attitude of a student, never be too big to
ask questions, never know too much to learn
something new. -
Og Mandino, Author (1923 - 1996)
All the best for another week's continuing
education! - Graham
P.S. Covid humour alert!
Feeling a bit Zoomed out? |
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LATEST ONLINE CE...
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Markets
What should we be preparing
for?
In most emerging and developing countries, COVID-19
is causing an economic hurricane, the worst crisis
the Bretton Woods institutions have experienced in
76 years. Their response so far has been both
admirably fast and utterly inadequate.
Ricardo Hausmann, Harvard University
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Markets | Strategies
Q&A: The case for a UUU-shaped
recovery
Many in the financial markets are expecting a
V-shaped recovery starting in the fourth quarter of
this year, possibly even in the third quarter.
Robert Huebscher speaks with renowned economist, Dr
Woody Brock about why Woody disagrees, and instead
foresees a slow and uneven recovery with periodic
slumps.
Woody Brock, SED
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Philosophy |
Strategies
Research Review: ESG investing, market efficiency
and smart beta
As ESG investing has leapt into the investment
mainstream, it has become the focus of much academic
research. Recent findings show that despite the many
positive ramifications of ESG investing, it reduces
the efficiency of markets and can introduce risk
exposures in portfolios.
Ron Bird, Investment Management Research Program | 1.00 CE
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Strategies |
Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
Time is money. Annual income
targets lead to inferior outcomes
A fixed point of reference, in the context of
investment risks and uncertainties, can induce
biases in approaches to meet client objectives.
These biases will be costly to investors in the long
term.
Rudi Minbatiwala, First Sentier Investors
| 0.50 CE |
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Markets |
As seen at Portfolio
Construction Forum Markets Summit 2020
Your real estate exposure
needs liquidity
Investors can gain exposure to high quality real
estate through global REITs, which offer exposure to
sectors experiencing better growth prospects and
benefiting from tech disruption.
Marco Colantonio, Resolution Capital
| 0.25 CE |
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Negative rates further the descent into madness
I like much of Kenneth Rogoff's writing, but cannot
see how negative rates will achieve anything but
further destabilising the global monetary system in
a most dramatic way...
Greig Meyer, PKF Wealth
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Comment
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Finology | Invitation to investment advisers
Complimentary
survey to benchmark your Client Care & Practice
knowledge and skills
FASEA requires that financial advisers continually
improve their client care and practice knowledge and
skills - doing so makes obvious business sense, as
well. Our new Finology Benchmarking Indices (FBI) is
the only benchmarking tool for this area of
knowledge and skill - and it's complimentary to our
investment adviser members while we continue to
develop the service.
Take the Finology Benchmarking Indices survey
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UPCOMING FACE-TO-FACE CE...
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Strategies
Strategies Conference 2020 "All things considered...
it's a whole new world"
We are looking forward to presenting
Strategies Conference 2020 as a unique, live
face-to-face and live online "hybrid" program, including
at our Carriageworks campus.
Mark your diary! 30 Sep to 01 Oct 2020.
Meanwhile "attend" Strategies Conference 2019 -
20/20 vision
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Certified Investment Management Analyst®
(CIMA®)
Are you involved in any
aspect of constructing multi-manager portfolios?
CIMA certification is the peak, international
technical portfolio construction certification
program designed for investment management analysts
– that is, those involved in any aspect of
constructing multi-manager portfolios, whether
practitioner or advocate. Stand for more - more
knowledge, skill and expertise - with CIMA
certification.
Find out more and enrol now!
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RECENT ONLINE CE...
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Markets | Investing
The digital path to
citizen-centric finance
The 2020s must be a "decade of action". By
harnessing the disruptive potential of fintech, we
can create a fairer, more inclusive financial system
that propels sustainable development everywhere.
Maria Ramos & Achim Steiner, UN Secretary-General
Task Force |
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Markets | Investing
Vision matters – but so does
implementation (revisited)
A year ago, I showed it's possible to measure
prediction accuracy for active managers, and that it
influences optimal portfolio construction. Is this
still a valid approach to portfolio construction,
given today's markets?
Jim Creighton, CreightonAI |
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Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
In investing, the human factor
is crucial
Used responsibly, artificial intelligence can help
us make wiser decisions as investors and capital
allocators and help us work towards a more
sustainable and inclusive future.
Paras Anand, Fidelity International
| 0.50 CE
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Markets | Investing |
As seen at Portfolio
Construction Forum Markets Summit 2020
Property securities market
risk premia to persist
Low inflationary outcomes and very low interest
rates are expected to remain in place for some time.
REITs have resisted the attraction of cheap credit
and will continue to provide a safe haven.
Stephen Hayes, First Sentier Investors
| 0.50 CE
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Markets |
Strategies |
As seen at Portfolio
Construction Forum Markets Summit 2020
It doesn’t make sense to pay too much for negative
correlation
The world has checked into Hotel California –
interest rates are failing to stimulate demand and
monetary policy is less effective. Successful
adaptation will require a re-think of traditional
strategic asset allocation approaches.
Justin Tyler, Daintree Capital
| 0.25 CE
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Markets
The threat of enfeebled great
powers
The COVID-19 crisis augurs three watersheds: the end
of Europe’s integration project; the end of a
united, functional America; and, the end of the
implicit social compact between the Chinese state
and its citizens.
Arvind Subramanian
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1 comment
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Markets
Making the best of a
post-pandemic world
The global economy will be shaped in the years ahead
by three trends. While COVID-19 reinforces and
entrenches them, it is not the primary force driving
them. All three predate the pandemic. The fate of
the world economy hinges not on what the virus does,
but on how we choose to respond.
Dani Rodrik, Harvard University
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Markets |
As seen at Portfolio
Construction Forum Markets Summit 2020
Global elites are failing in a
high VUCA world
Many of the discussions at Davos this year revealed
that global elites are struggling to respond to
important economic and environmental challenges, in
a highly volatile, uncertain, complex and ambiguous
world.
Dambisa Moyo | 0.25 CE
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1 comment
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Strategies | Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
Asset allocation processes need to protect us from
ourselves
As we scramble to make sense of occurrences such as
coronavirus and climate change, the application of
prior cultivated imagination can preserve the
integrity of investment decision making.
Grant Mizens, MLC Asset Management
| 0.50 CE
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Strategies | Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
Behavioural biases are an opportunity to meet client
objectives
Over shorter periods of time, there are market
inefficiencies due to well researched behavioural
biases. Knowledge of these can help improve our own
investment decision making and that of our clients.
Dan Farley, State Street Global Advisors
| 0.25 CE |
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PLUS MORE ONLINE CE...
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Forum CE Library - over 530 CE/CPD hours
Complimentary for all Forum members, the Forum's online CE Library
offers
over 530 CE/CPD hours of accredited learning
resources, to help members meet the
CE/CPD requirements of 16 governing bodies
(regulators, associations, and institutes) -
including ASIC, APRA, FASEA, AFA, and FPA
and CIMA CE/CPD requirements, to name a few.
More
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CIMA CE Library - over 70 CE
hours
This subset of the full Forum CE Library features
just those learning resources that are accredited
for CIMA CE hours, so CIMA certificants can more
easily find learning resources to meet
their recertification obligation (at the same time
as the CE/CPD requirements of other governing bodies
e.g. ASIC, APRA, FASEA, etc).
More
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KEEP IN TOUCH
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Keep up to date - follow us @PortfolioForum
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Fodder email to know what's new with Portfolio
Construction Forum.
Just follow us on Twitter to hear as soon as we
release new articles on
portfolioconstructionforum.edu.au
and when registration opens for our onstage
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We also let my LinkedIn network know as soon as we
release new articles on
portfolioconstructionforum.edu.au
and when registration opens for our face-to-face CE programs.
If LinkedIn is more your thing than Twitter,
I'd welcome you connecting. And of course, I'd
welcome having an offline direct conversation with
you any time.
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