1. 2004 Critical Issues Forum: I’ve been thinking about… what the world’s coming to

    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 | 09-09-04 | More
  2. I’ve been thinking about… when east meets west

    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 | 08-09-04 | More
  3. I've been thinking about... best bets for '05

    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...

    06-09-04 | More
  4. 2005 Conference - Critical Issues Forum Webcast

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

    24-08-04 | More
  5. Index funds: boring is beautiful

    At a recent financial planning conference in Toronto, Burton Malkiel - author of A Random Walk Down Wall Street – answered the question "Will indexing work as well in the next 30 years as it has for the last decade?" and previewed his research into hedge funds…

    Bob Veres, Inside Information | 13-05-04 | More
  6. Time to consider inflation bonds?

    With inflation gathering steam, US Treasury Inflation-Protected Securities (TIPS) and TIPS funds – essentially inflation-linked bonds – are becoming more popular due to their inflation hedging properties, according to S&P...

    Anthony Davies | 06-05-04 | More
  7. Which nations will go forth and mulitiply?

    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 | 20-04-04 | More
  8. Alternatives gaining ground in US

    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 | 07-04-04 | More
  9. Grabbing a greater slice of the property pie

    Financial advisers should be doing more to be actively involved in placement of investments into property, according to specialist property investment research house Property Investment Research. In a recently released Market Review, PIR argues the case for property allocations to be as high as 40% in a portfolio...

    Deirdre Keown, PortfolioConstruction Forum | 31-03-04 | More
  10. Are unlisted managed funds LIC'd?

    As advisers strive for lower management fess and better performing investments for their clients, LICs have emerged as a potentially inexpensive and attractive alternative. But what are they, what are the advantages, and more importantly, what should you look for - and look out for...

    Leeanne Bland | 29-03-04 | More
  11. Hedge fund returns misleading?

    Hedge funds do not provide the benefits advisers are led to believe, according to an article in the January 2004 issue of the US Journal of Financial Planning...

    Leeanne Bland | 04-03-04 | More
  12. Int'l equities - active or passive management? The case for passive

    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 | 31-01-04 | More
  13. Int'l equities - active or passive management? The case for active

    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 | 31-01-04 | More
  14. Intl equities - active or passive? Inquisitor's bottom line

    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 | 31-01-04 | More
  15. Intl equities - active or passive? Q&A

    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...

    31-01-04 | More
  16. How much to int'l equities? Session Q&A

    Presenters at a Portfolio Construction Forum Researchers' Roundtable program aren't able to "hit and run"! A key focus of each program is question & answer time for each topic addressed. Firstly, our Inquisitors grill the presenters of the topic - in this case BT's Callum Burns and Alliance Capital's Tim Ridley - then, after some discussion amongst themselves, the researcher attendees take over the questioning...

    19-01-04 | More
  17. How much to intl equities? Inquisitor's "bottom line"

    When all was said and done, five key points came through clearly from the first topic - how much to international equities in 2004? - at the last Researchers' Roundtable meeting of 2003...

    Tim Farrelly | 19-01-04 | More
  18. How much to int'l equities in 2004? The bolder view

    US company profits are growing and in a way that is relatively sustainable, contended Callum Burns, head of global asset allocation at BT Funds Management, at December's Portfolio Construction Forum Researchers' Roundtable. For this and other reasons, Burns supported an overweight allocation to international equities for 2004. Here are images of Callum's presentation slides, with full notes...

    Callum Burns | 19-01-04 | More
  19. How much to int'l equities? The cautious view

    2004 will be a battle between rising interest rates and a highly leveraged US economy, predicted Tim Ridley, manager diversified funds for Alliance Capital at December's Portfolio Construction Forum Researchers' Roundtable. On balance, Ridley supported an underweight allocation to international equities for 2004. Here are full notes plus images of his slides (the actual Powerpoint file is also available)... 

    Tim Ridley | 19-01-04 | More