Rich Pickings explores the investment beliefs and philosophies of prominent professional investors. In this Rich Pickings, I sit down with London-based Keith Lloyd, CEO and Deputy CIO of global bond manager, Colchester Global Investors.

Our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

The herculean tug of war between stronger economic growth and higher bond yields will be the defining battleground of 2021 and will be accompanied by violent and rapid-fire recalibrations of relative valuations.

Jonathan Pain | 0.50 CE

Pent up consumer demand, fiscal stimulus and accommodative monetary policy set the stage for a sharp global recovery. It is back to the drawing board in a high growth environment.

Ronald Temple | 1 comment | 0.50 CE

The US, Australia and their allies have long depended on global "rules of the game" for their major companies and sectors to flourish. Australia and the US will have to accept that China will play an ever greater role shaping these rules.

Ngaire Woods | 1 comment | 0.50 CE

The Investment Management Analyst Certificate (IMAC) advances investment management analyst knowledge, skill and expertise in a definitive set of competencies necessary for building and/or advising on quality multi-manager portfolios. It is both a structured post-graduate certificate course in its own right, and the Australian-based Registered Education Program for the global Certified Investment Management Analyst® (CIMA®) program.

The first generation of behavioural finance described people as "irrational", fooled into cognitive and emotional errors that diminish wealth. The second generation of behavioural finance describes people as "normal" - we use shortcuts and sometimes commit errors on the way to satisfying our wants.

Meir Statman | 0.50 CE