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 | 0.50 CE

Value investing has proven successful over time but it requires discipline and a long-run horizon - and disagreement remains over whether the value premium will persist. What's your philosophy?

Philipp Hofflin | 5.00 CE

Great eyesight depends on more than just clarity of vision - peripheral awareness, eye co-ordination, depth perception, focus and colour sensitivity all play a crucial role, without which our vision is impaired. Strategies Conference 2019 looks ahead at the issues that will dominate the 2020s and beyond to provide greater clarity in building quality portfolios.

Graham Rich | 1 comment

Established in 2002, Strategies Conference has gained a reputation as THE portfolio construction strategies conference of the year. The two-day, blended face-to-face and online learning program is designed and curated by our specialist, experienced and independent team and features our Faculty of 50+ leading investment thinkers from around the world. Each offers his/her best high conviction ideas on contemporary and emerging portfolio construction strategies, in the context of the program theme, 20/20 vision.

Established in 2002, Strategies Conference has gained a reputation as THE portfolio construction strategies conference of the year. This year's theme is "20/20 vision". It will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, to consider applying in practice to build better quality portfolios.

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 | 1 comment | 1.00 CE

Portfolio Construction Forum Strategies Conference facilitates debate on portfolio construction strategies. It will challenge and refreshe your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, to consider applying in practice to build better quality portfolios.

Two recent research papers explore the impact of investors' increasing appetite for environmentally responsible investments.

Ron Bird | 1.00 CE

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 | 1 comment

Retirement bucket strategies tie specific expenses to specific portfolios. But looking at categories of spending doesn't necessarily work. A better approach is to segment spending within each category.

Michael Kitces

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

Graham Rich | 1 comment

A carbon tax - while immensely popular among economists - imposes the same cost on the rich and poor. A carbon dividend would be a smart step that wouldn’t invite a yellow vest reaction.

Mark Paul and Anthony Underwood | 1 comment

China is frequently presented as a source of crisis or instability for the global economy. However, the picture is one of imperfection, not peril.

Julian McCormack

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

Yes, it’s possible that we enter a recession in the not too distant future. But the best curve to forecast recessions still has a positive slope.

Payden & Rygel

The UBS "Fixed Income Considerations" Whitepaper (January 2019) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours.

0.50 CE