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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 04 October 2019
Education is not the filling of a pail, but the lighting of a fire. - W.B. Yeats (1865-1939)
All the best for another week's continuing education! - Graham


Lagarde’s edge is Europe’s opportunity
Christine Lagarde will soon succeed Mario Draghi as president of the ECB. She is taking the reins at precisely the right moment for Europe to make the changes needed to avoid a second lost decade.
Mohamed El-Erian, Allianz|

Markets | As seen at Portfolio Construction Forum Strategies Conference 2019
We will have to choose between the US and China in the 2020s
In the increasingly intense strategic and economic competition between Washington and Beijing, it's naive to think Australia can just sit on the sidelines.
Tom Switzer and panel | 0.75 CE |

Philsophy | 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|

Markets | Strategies | As seen at Portfolio Construction Forum Strategies Conference 2019
Remove your rose coloured binoculars, reality is setting in
Hindsight has taught us the importance of active core bond funds as an insurance policy. Now is the time to consider expanding your investable universe as the secular need for income intensifies.
Rob Mead, PIMCO| 0.50 CE |

Markets | Investing
Research Review: More on market anomalies
Are markets efficient? Recent research suggests not, finding media impacts information dissemination, and mispricing explains the value premium.
Prof Ron Bird, Investment Management Research Program | 1.00 CE |


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!

20-21 November | 13 CE/CPD hours
Investment Management Research Symposium 2019
The annual IMR Symposium presents investment management research. Presented in collaboration with Macquarie University, it brings together the full spectrum of investment management analysts - academic faculty from leading university business schools, public sector members, central bankers, professional investors, consultants and experienced practitioners and advocates.
Mark Your Diary! 20-21 November 2019


Four collision courses for the global economy
There are several geo-economic games of chicken playing out. In each case, failure to compromise would lead to a collision, most likely followed by a global recession and financial crisis.
Nouriel Roubini, Roubini Macro Associates |

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 | 1 comment |

Markets | Strategies
The race of our lives revisited (in a nutshell)
Climate change has moved faster than most thought possible. There will be exciting investment opportunities in companies focused on climate change mitigation and adaptation.
Jeremy Grantham, GMO | 1.00 CE |

Markets | Investing | Philosophy
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.
Pippa Malmgren, DRPM Group | 0.50 CE | 1 comment |

Markets | Strategies
Uncertainty requires more dynamism in delivering outcomes
Few clients have the 20-year horizon required for today’s strategically-oriented models to become consistent with suggested outcomes, such as CPI+4%. This builds in a structural mismatch.
Michael Kelly, PineBridge Investments | 0.25 CE |

The return of fiscal policy
Policymakers are coming to realise that it is neither wise nor feasible to rely constantly on central banks for economic-policy support. The case for shifting the burden from monetary to fiscal policy is becoming more apparent.
Jim O'Neill, Chatham House |

A tug of war is underway
On the positive side - still - is the US consumer. On the negative side is synchronised global industrial deceleration, and markets underestimating the negative trajectory of the US/China relationship.
Ron Temple, Lazard Asset Management |

Philosophy | Strategies | As seen at Portfolio Construction Forum Strategies Conference 2019
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 comment |1.00 CE |

Strategies | Investing | As seen at Portfolio Construction Forum Strategies Conference 2019
In a world of low-interest rates, megatrends matter even more
An antidote for a low-rate environment is investing in companies enjoying the benefits of mega-trends, global shifts that are likely to boost demand for the products of a firm over the long term.
Rosie Malcolm, Magellan Asset Management | 0.50 CE |

Strategies | Finology | As seen at Portfolio Construction Forum Strategies Conference 2019
Seeking alpha in a VUCA world requires whole brain approach
Although influenced by logical factors, changes in investment markets are often irrational and illogical. A whole-brain approach to seeking alpha is necessary to win in the investment game.
Philipp Hensler, Epoch Investment Partners | 0.50 CE |

The grand shell game
My question is whether there is truly that much that a (relatively) small, open economy such as Australia can do to manage these global powers and if the game is rigged, what should be done about it?
James Marriott, SALA Financial Services |

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