We asked Keith to look ahead 10 to 20 years, and explain to delegates at the recent 3rd Annual PortfolioConstruction Conference what big political, social and economic trends will impact on markets, and how they should position long-term portfolios now, for best results in the future…

Dr Keith Suter, Global Directions

Jonathan was our most popular presenter at the recent 3rd Annual PortfolioConstruction Conference, making it two years running that he’s lead the field of presenters in delegates’ esteem. This year, he premiered his latest portfolio construction thesis… when east meets west, the giant awakes…

Jonathan Pain

We saved the best for last at the recent 3rd annual PortfolioConstruction Conference. Graham Rich, publisher of PortfolioConstruction Forum, led a panel of four investment 'gurus', as they debated and offered up their best best for 2005...

Presentations and full transcripts from the PortfolioConstruction Conference 2004 are now available...

Bob reviews an article from Fortune which argues that the world's population will never double from its current six billion people, as the world's fertility rate falls in every corner of the globe. The economic consequences are dire...

Bob Veres, Inside Information

According to a new study by Cerulli Associates, while mutual funds remain a central part of US financial advisers' businesses, they are losing ground to hedge funds, private equity funds, ETFs, and, in particular, SMAs. And 60% of younger advisers plan on increasing their usage of non-traditional products...

Leeanne Bland

Active management is proportionately more important now than it ever has been, and new and viable types of active return are emerging, argued David Brown, QIC's senior fund manager strategy at December's Portfolio Construction Forum Researchers' Roundtable. Here are images of David's presentation slides, with full notes...

David Brown

I'm not sure we got an answer to the question "Should international equities be actively or passively managed?" - at the last Portfolio Construction Forum Researchers' Roundtable meeting of 2003...

Tim Farrelly

A key focus of each Portfolio Construction Forum Researchers' Roundtable program is the question & answer time where our Inquisitors grill the presenters - in this case, QIC's David Brown and ASX's John Elfverson - on the topic - in this case, active vs passive management of international equities...

Active Australian equity fund managers can and do outperform, but international managers struggle to do so, contended John Elfverson, ASX manager quantitative analysis market information at at December's Portfolio Construction Forum Researchers' Roundtable. Here are images of John's presentation slides, with full notes...

John Elfverson