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Friday 27 April 201

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

Forum Fodder | Friday 02 August 2019
People are only as good as their technical development allows them to be. - George Orwell (1903-1950)
All the best for another week's continuing education! - Graham


The great crypto heist
Crypto trading is a multi-billion-dollar industry - but crypto land has become an unregulated casino where unchecked criminality runs riot. It is high time that law-enforcement agencies stepped in.
Nouriel Roubini, Roubini Macro Associates |

The need for more flexible retirement spending rules
As life expectancies and medical science improved, the "Financial Independence, Retire Early" movement was born. But a very long time to be in "retirement" requires far more flexible spending rules.
Michael Kitces, Pinnacle Advisory Group |

Strategies | Investing
Retirement villages - the good, bad and ugly
Retirement village contracts have their pros and cons. The contracts are really a type of complex insurance or financial product. Comparison shopping is very difficult but possible.
Timothy Kyng | Macquarie University| 0.50 CE |

Investing | Finology
Incorporate black clouds of risk when capturing growth in EM
Emerging markets are full of undiscovered opportunities and hope. Assuming failure may seem a counter-intuitive way to invest, but it is an effective way to avoid behavioural biases.
Tassos Stassopoulos | Trinetra Investment Management  | 0.50 CE |

Uncover client risk preferences through behavioral economics
Behavioral diagnostics represent the cutting edge in understanding clients, detecting what clients reveal about themselves through their decisions.
Pat Spenner | Capital Preferences | 1.00 CE |


Strategies Conference | 21-22 August 2019 | 12-20 CE/CPD hours
20/20 vision: You can spot financial bubbles before they burst
The "five armed analyst" is a framework to meld insights from and across five disciplines - microeconomics, macroeconomics, psychology, politics and biology - to identify and decipher bubbles before they burst.
Vikram Mansharamani, Harvard University | Register now!

Strategies Conference | 21-22 August 2019 | 12-20 CE/CPD hours
20/20 vision
Great eyesight depends on more than just clarity of vision - peripheral awareness, eye co-ordination, depth perception, focus and colour sensitivity all play a crucial role, without which our vision is impaired. To design and build quality portfolios capable of meeting the long-term objectives of investors, practitioners need clear vision across a range of issues. Of course, hindsight has the benefit of being 20/20 vision, so we can look back with clarity on the past decade and the portfolio construction lessons learned. But more importantly, we need clear foresight of the forces which will influence portfolios in the 2020s and beyond.
Register now!


Trump's art of the spin
There is nothing unusual in a US President having a penchant for spin. But there are three flaws with Trump's economic policy and it won't be nearly as easy to spin the looming consequences.
Stephen Roach, Yale University |

Philosophy | Strategies
The case for a barbell investment strategy
What strategy should a rational investor, completely free of constraints, take to preserve wealth while making modest long-term gains? To do so will not be easy over the next two decades.
Woody Brock, SED| 1.00 CE |

Philosophy | Investing | Finology
Research Review: Investors' growing "green" expectations
Two recent research papers explore the impact of investors' increasing appetite for environmentally responsible investments.
Ron Bird, Investment Management Research Program | 1.00 CE |

The subtleties of communication are the most influential
The subtle channels can be so powerful that they communicate information without us knowing it. Body Linguistics, EQ and awareness are the keys to understanding others.
Yvette Alcott, Corporate Actors Australia | 0.50 CE |

Take your cues from the tide, invest with the flow
It's a Quantitative Tightening world and the tide is receding. QT appears set to continue in 2019 and in this more volatile environment, bonds should continue to perform well.
Brett Lewthwaite | Macquarie Investment Management | 0.25 CE |

Libra Crypto Currency
Why would you use Libra instead of an existing domestic payment system where you can pay anyone the exact amount you want to, at no cost to yourself? ...
Craig Offenhauser, Charter Pacific Securities |

Philosophy | Strategies | Investing | Finology
5 essential portfolio construction components
Portfolio construction is multi-faceted and should be iterative. Five key components provide a framework to design quality portfolios to meet clients' objectives.
Annika Bradley, Lodrino|
More | 1 comment

Facebook's Libra must be stopped
Facebook's crypto-currency aims to function as private money anywhere on the planet. Given the massive risks, governments must step in and stop it before it launches.
Katharina Pistor, Columbia Law School |
More | 1 comment

Investing beliefs, biases & behaviours
This panel considered key takeouts from Finology Summit 2019, commencing with an overview of a 2018 global study on how well financial advisers know their clients.
Expert Panel | 0.50 CE |

Markets | Strategies
Rotate to high grade defensive assets before the cycle ends
As recessionary pressures continue to build, rotating portfolios toward high grade, defensive assets will prove to be a prescient asset allocation decision for investors.
Charles Jamieson, Jamieson Coote Bonds| 0.25 CE |

Older workers support equity markets
The growing proportion and influence of older workers in the labour force will provide support for the equity market going forward.
David Buckle, Fidelity International |

The short-term vs long term conundrum
Even double the worst credit failure rates of the past 50 years will not be enough to wipe out the extra earnings from current credit spreads...
Tim Farrelly, farrelly's |

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