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Friday 27 April 201

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

Forum Fodder | Friday 30 August 2019
When the student is ready, the master appears - Buddhist proverb
All the best for another week's continuing education! - Graham


Flailing at China
Trump's administration is flailing at antiquated perceptions of the Old China that only compound the problems it claims to be addressing. Financial markets are starting to get a sense that something is awry.
Stephen Roach, Yale University |

Markets | As seen at Portfolio Construction Forum Strategies Conference 2019
When navigating uncertainty, breadth trumps depth
To succeed within the ever-shifting context in which investment decisions are made, investors should adopt a multi-lens approach. Context matters, and siloed thinking can be detrimental.
Vikram Mansharamani, Harvard University | 1.00 CE |

Bonds & Kindleberger's framework for bubbles
With bond prices going parabolic in the past few weeks, once again market participants are wondering whether the bond market is in a bubble.
Chris Watling, Longview Economics |

Five industry trends are reshaping financial advice
Every financial adviser has access to the same products and portfolios – we must differentiate our advice value and specialisation, innovate new business models, and focus on the client experience.
Michael Kitces, Pinnacle Advisory Group | 0.75 CE |

Markets | Investing | Finology
Research Review: Punishment and self control
Financial regulators have been reluctant to dish out jail terms. A new research paper finds that prison terms can be a cost-effective governance mechanism. A second paper gauges the impact of self-control on investment behaviour.
Ron Bird, Investment Management Research Program| 1.00 CE |

Safe Haven 101
Basic assumptions of safe havens are now more about timeframes, one month, one year but 5-10-20 years out the geopolitical landscape looks very fragile...
Chris Selby, Escala Partners |


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 Conference 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


The anatomy of the coming recession
There are three negative supply shocks that could trigger a global recession by 2020. None of them are amenable to the traditional tools of countercyclical macroeconomic policy.
Nouriel Roubini, Roubini Macro Associates |

Trade disruption a symptom of deeper malaise
Many economists argue that resolving US-China trade tensions is the best way to avoid significant global economic and financial disruption. Yet, while necessary, this would be far from sufficient.
Mohamed El-Erian, Allianz |

Three economic and market scenarios for 2020 portfolios
A disciplined, scenarios-based approach to determining your views on the outlook for markets is vital for building 20/20 portfolios. Determining investment strategy by analysing issues from a number of viewpoints allows you to arrive at plausible scenarios for how the future may unfold.
Robert Gay, Fenwick Advisors|

Philosophy | Markets | Strategies | Investing | Finology
Philosophy Lecture: Value investing (Updated)
The decade since the Global Financial Crisis has been a challenging period for value style equity investing. Growth equities have outperformed value stocks in the US market for more than 12 years, the longest period in living memory. Is the value anomaly dead?
Philipp Hofflin, Lazard Asset Management  | 5.00 CE |

Without trust, the future is intervention and self-help
More than one third of Australians think there is widespread corruption in the banking and finance sector.
Rebecca Huntley, Vox Populi Research | 0.25 CE |

The need for flexible retirement spending rules
The problem with the FIRE concept is that if everyone does, no one can do it. It's what economists refer to as the paradox of thrift. You can't save without an income which flows from consumption.
Alex Waschka, QSuper |

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 |
1 comment | More

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 |

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