As the Fed normalises its monetary policy and the ECB doubles down on extraordinary measures, we certainly should hope for the best. But we should also be planning for a substantial rise in financial and economic uncertainty.

Oil prices have headed south again. The current decline also has an important demand dimension. A sustained price recovery will not occur quickly...

The current focus on the downpour in Greece is understandable. But we should not be so distracted that we fail to prepare for two other possible storms – and the possibility that they converge into a perfect storm.

The world is increasingly characterised by divergence - in economic performance, monetary policy, and thus, in financial markets.

The US dollar rally could contribute to the "rebalancing" that has long eluded the world economy. But that is far from guaranteed given the related risks of financial instability.

Most countries face a trio of inequalities - of income, wealth, and opportunity. Beyond the moral, social, and political implications lies a serious economic concern.

Having redefined media, technology, the Internet and social media will soon likely start transforming how capital is mobilised and allocated.

Advanced-country central banks are putting on the line their independence and credibility.

Recorded exclusively for PortfolioConstruction Forum PIMCO's Mohammed El-Erian discusses QE, and whether Australia can continue to escape the new normal.

Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Mohamed El-Erian talking about how investing is fundamentally like being a surfer.

Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Mohamed El-Erian talking about the interplay of the visible hand (QE) and the invisible hand (the markets).

PortfolioConstruction Forum's publisher sat down for an exclusive one-on-one with PIMCO CEO and co-CIO, Mohamed El-Erian to what he calls a "fluid, unpredictable and artificial world".