This week in Forum Fodder: Prof Anat Admati - Are financial crises inevitable?; Prof Martin Feldstein - Falling share prices and the US economy; Michael Kitces - When clients “need” more risk, adjust portfolios or goals?; Matt Williams & Emma Goodsell - Owner-managed co’s are the backbone of a good portfolio; Michael Morell - The world economy is facing a geopolitical inflection point.
This week in Forum Fodder: Stephen Roach - America’s inflation risks; Woody Brock - Storm clouds for 2020; Tim Farrelly - Using Australian Asset Backed Loans in portfolios; Affirmative Investment Management - Impact investing is the way of the future for fixed income; Philipp Hofflin - Valuation mistakes will prove very costly in a post QE world.
This week in Forum Fodder: Prof J Bradford DeLong - Self-fulfilling financial crises; Brett Gillespie - In this tug-of-war market, you need a bet each way; Annika Bradley - 5 essentials: managed account vs managed fund; Prof Ron Bird - Asset management, overconfidence and market discipline; Nikki Thomas - Capturing future earnings upgrades leads to outperformance.
This week in Forum Fodder: More top rated presentations from Strategies Conference 2018! Matt Williams & Emma Goodsell - Owner-managed companies are the backbone of a good portfolio; Nikki Thomas - Capturing earnings upgrades leads to outperformance; Philipp Hofflin - Valuation mistakes will prove very costly in a post QE world; Stephen Fitzgerald - Impact investing is the way of the future for fixed income; plus Susan David, David Sanger, Chris Berg and more...
This week in Forum Fodder: Professor Joseph Stiglitz - The myth of secular stagnation: Tim Farrelly - Find me some uncorrelated assets!; Woody Brock - Today's flattening yield curve, what does it imply?; Nick Griffin - Future proofed portfolios need growth equities...
This week in Forum Fodder: Nouriel Roubini - The makings of a 2020 financial crisis; Tassos Stassopoulos - Culture not companies dictate investment trends; Graham Rich - the Forum’s submission to FASEA on CPD; Ron Bird - Small portfolios are beautiful; Gopi Karunakaran - Bonds no longer a reliable risk diversifier.
This week in Forum Fodder: Susan Lund – a corporate debt bubble?; Aaron Minney - most investors need to eat capital; Michael Furey - Investment faux pas; Tom Switzer - Don’t write off America; Douglas Isles - Beware the trifecta of desire
This week in Fodder: Prof Terry Odean on behavioural biases and investment risk; Prof Ken Rogoff on AI and productivity growth; Michael Furey on diversification; Nick Griffin on why now is the time to invest in growth stocks; and, Brett Gillespie on sharper interest rate rises ahead.
In Fodder this week - El_Erian on the next economic paradigm; Velasco on “rational irrational exuberance”; Bird on impact of passive investing on markets; Brodie on trust & what matters to investors; and Farrelly – we can all do better communicating with investors.