1. Fund brands and trust

    A new study shows that retirement savers demonstrate a strong preference for trusted managed fund brands over unbranded funds - but unbranded funds are strongly favoured over poorly trusted fund brands.

    Susan Thorp | 31-05-19 | 0.50 CE | More
  2. Alternative investments - what, how and why?

    The definition of the "alternative investment" asset class is one of the most debated and important. What is your philosophy?

    Graham Rich | 24-05-19 | 1 comment | More
  3. On reflection: Forum retrospectives

    Each February, our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

    12-04-19 | More
  4. Bond returns are competitive again

    For the first time in a decade, bonds can compete against equities on returns. High quality, investment grade corporate bonds can deliver mid-single digit returns for a third of the volatility of equities.

    Mark Kiesel | 08-03-19 | More
  5. Move over risk/return profiles - values define clients' needs

    Only by making the effort to understand and align investment beliefs with values can we get a sharper understanding of our clients' true objectives and provide solutions that will really meet their needs.

    Tassos Stassopoulos | 21-02-19 | 0.50 CE | More
  6. 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 | 21-02-19 | 0.50 CE | More
  7. Applying language research to real life conversations

    Practitioners need to know what words to use and lose - and be able to apply that knowledge - to improve their conversations with clients about fees, regulations and investment strategies.

    Gary DeMoss | 21-02-19 | 1.50 CE | More
  8. Family matters - clients' family business is your business

    Individuals live as part of a broader system of interconnected networks and relationships. There are advantages - for you and for them - in thinking about the client as part of a family dynamic.

    Joanne Earl | 21-02-19 | 1.00 CE | More
  9. The Big Five: A new path to improving client service

    There is scientific consensus that five major personality traits explain much of the behavioural differences between individuals - linking to financial outcomes, and preferences for advice.

    Herman Brodie | 21-02-19 | 0.50 CE | More
  10. Applying behavioural finance in practice

    Helping clients is about more than just educating them as to the right decision, it's also about helping them to actually take action.

    Michael Kitces | 20-02-19 | 1.50 CE | More
  11. New Word Order - It's not what you say, it's what they hear

    The way investors respond to the language of financial services can be influenced by using the right words, avoiding others, and structuring messages to overcome skepticism.

    Gary DeMoss | 20-02-19 | 0.50 CE | More
  12. Investing beliefs, biases & behaviours - where to from here?

    This panel, which considered key takeouts from Finology Summit 2019, commenced with an overview of a 2018 global study on how well financial advisers know their clients.

    Expert Panel | 20-02-19 | 0.50 CE | More
  13. Applying behavioural finance in practice - part 2

    Helping clients is about more than just educating them as to the right decision, it's also about helping them to actually take action.

    Michael Kitces | 20-02-19 | 0.75 CE | More
  14. Portfolio design must evolve for the industry to survive

    It is time to align client portfolios with risks they face - requiring a deep understanding and evidence-based approach to uncovering and forecasting client goals.

    Wade Matterson | 20-02-19 | 0.50 CE | More
  15. You can capture returns by understanding human biases

    Persistent earnings revisions ultimately drive share price performance. Understanding and capturing this predictable pattern enhances portfolio returns.

    Nikki Thomas | 20-02-19 | 0.50 CE | More
  16. ‘The trend is your friend’ psychology is driving AU equities

    There is evidence to suggest that biases lead to behaviours that can negatively impact Australian investor portfolios.

    Peter Brooke | 20-02-19 | 0.50 CE | More
  17. Simplification is not always in your clients' best interest

    The complexity of multiple and often conflicting investment objectives is matched by an increased desire to simplify - giving way to some dangerous misinformation.

    Rudi Minbatiwala | 20-02-19 | 0.50 CE | More
  18. Cohesion is critical to investment management success

    Stars are celebrated yet funds management is a team pursuit. Behavioural finance tends to focus on individuals' biases, but teams' behaviour determines results.

    Douglas Isles | 20-02-19 | 0.50 CE | More
  19. 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 | 20-02-19 | 0.75 CE | More
  20. Behavioural finance competence is a must to Know Your Product

    We must fully understand a fund’s performance to achieve best practice portfolio construction and recommend client solutions that truly reflect their investment beliefs and avoid unwanted biases.

    Michael Furey | 20-02-19 | 0.50 CE | More
  21. Applying behavioural finance in practice - part 1

    Helping clients is about more than just educating them as to the right decision, it's also about helping them to actually take action.

    Michael Kitces | 20-02-19 | 0.75 CE | More
  22. Personality can reveal what clients want and how they want it

    The Big Five personality traits offer insights into the behavioural headwinds (or tailwinds) clients might encounter in achieving their financial goals, and the most effective way of dispensing advice to them.

    Herman Brodie | 20-02-19 | 1.00 CE | More
  23. 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 | 20-02-19 | 0.50 CE | 1 comment | More
  24. The heat is on - where to from here?

    Hamish Douglass, Andrew Canobi, Brett Gillespie, Tim Farrelly, Charles Jamieson, Peter Kim, Stephen Miller, AJ Qualtieri, Randal Jenneke, and Thomas Vester convened to debate their Markets Summit 2019 key takeouts and the portfolio construction implications.

    Expert Panel | 19-02-19 | 1.00 CE | More
  25. 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 | 19-02-19 | 0.25 CE | More
  26. There will be no global recession in 2019 or 2020

    Investors are so focused on predicting the end of this economic cycle they have missed the fact that it simply won't. A recession will be avoided and the cycle will extend.

    Bob Michele | 19-02-19 | 0.25 CE | 2 comments | More
  27. 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 | 19-02-19 | 0.25 CE | More
  28. Banks will act more as a cushion than cause in the next cycle

    Banks are a defensive fixed income investment. This may sound counterintuitive only a decade removed from the most prolific financial crisis of our lifetime.

    Attilio Qualtieri | 19-02-19 | 0.25 CE | More
  29. China is reforming, not in crisis

    Nearly a decade after one of the great debt binges of all time, Chinese economic growth and credit creation have slowed. Today, stimulus is being undertaken. This is not a crisis, this is reform.

    Julian McCormack | 19-02-19 | 0.25 CE | More
  30. 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 | 19-02-19 | 0.25 CE | More
  31. Follow emerging market fundamentals, not the front pages

    The vast majority of emerging market economies are fundamentally healthy and are being driven by broad thematics, not just evolving consumption patterns.

    Projit Chatterjee | 19-02-19 | 0.25 CE | More
  32. Listed infrastructure is the growth opportunity of the 2020s

    While infrastructure is known as a defensive asset class, it is set for enormous growth over coming decades, making it an attractive investment proposition for years to come.

    Sarah Shaw | 19-02-19 | 0.25 CE | More
  33. The New Neutral is a long-term global reality

    Recent central bank decisions have strengthened the conviction that the New Neutral is a global reality which will have long-term implications on investment decisions.

    Rob Mead | 19-02-19 | 0.25 CE | More
  34. Global high yield investing is a long-term income solution

    Global high yield corporate bonds represent an attractive asset class for investors searching for a diversified source of income.

    Adam Grotzinger | 19-02-19 | 0.25 CE | More
  35. Being the most trusted brand is essential in fiery times

    The best chance for survival among what were regarded as the most defensive of stocks is to be the biggest, most revered brand – or at least hold second spot. Others will struggle and many will disappear.

    Vihari Ross | 19-02-19 | 0.25 CE | More
  36. The corporate bond outlook is more risk for less return

    Easy money in credit markets is gone, and corporate bonds face more risk for less return. Structural liquidity deterioration raises a black swan risk of a disorderly sell-off spilling into other markets.

    Gopi Karunakaran | 19-02-19 | 0.25 CE | More
  37. Tail risks are becoming real risks for Australian equities

    The new normal is a world of higher systemic risk, which implies portfolio managers will need to dig more deeply into their tool kit of risk-understanding and mitigation techniques.

    Randal Jenneke | 19-02-19 | 0.25 CE | More
  38. Emerging market investing requires patience to succeed

    Returns in emerging market equities have been disappointing in recent years. But the stark rise of populism in the western world may actually present an opportunity for many emerging economies.

    Thomas Vester | 19-02-19 | 0.25 CE | More
  39. Europe will trigger the next global volatility event

    Slowing growth with extreme recession risk, coupled with a combative populist government, may well see Italy trigger a crisis in European debt and the currency, causing a substantial global volatility event.

    Vimal Gor | 19-02-19 | 0.25 CE | More
  40. Populism requires a more active approach to investing

    Rates are normalising, populism is on the rise, technology is driving disruption. But not every perceived winner will win and not every perceived loser will be destroyed forever.

    Jacob Mitchell | 19-02-19 | 0.25 CE | More
  41. Stay invested but prepare for volatility

    On some measures, global equity valuations are the most attractive in several years. Risks, however, have certainly increased and in many cases are more difficult to frame.

    Ronald Temple | 19-02-19 | 0.25 CE | More
  42. 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 | 19-02-19 | 0.25 CE | More
  43. Every investor needs to understand geopolitical challenges

    Drawing on his unique background as part of the elite leadership team of the CIA's Clandestine Service, David shares his views and analysis of the current geopolitical landscape.

    David Bridges | 19-02-19 | 0.25 CE | More
  44. Investors need a new measure of economic growth

    Much macroeconomic analysis is very narrow in scope. ESG factors are ignored all together. A new indicator of national progress measures economic dynamism and progress on meeting ESG goals.

    Stephanie Kelly | 19-02-19 | 0.25 CE | More
  45. The world has too much debt

    Two of the defining characteristics of the global investment landscape over the last 30 years are being reversed - globalisation (by economic nationalism) and finalisation (as we've reached peak debt).

    Jonathan Pain | 19-02-19 | 0.50 CE | More
  46. Is 2019 the year the bubble bursts?

    We see three scenarios for 2019 - is it a benign outlook like 2016? A bubble bursting like 2000? Or will inflation accelerate?

    Brett Gillespie | 29-01-19 | More