949 results found

Investors should question the assumption that inflation and interest rates will be "lower for longer" and instead consider that inflation could be whipped into a storm by trade, monetary and border policy.

Ronald Temple | 0.25 CE

2017 will present many risks and opportunities, as the winds of change sweep through the global economy and markets. Geopolitics will dominate. The only certainty for 2017 is uncertainty.

There is no subject of more importance to investors than what Donald J. Trump will do with the powers of the US presidency. There are pluses and minuses of Trumponomics.

Niall Ferguson | 0.50 CE

Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. What does it all mean for the outlook for the markets?

When it comes to returns, it's true that there is no free lunch - for one person to win, another loses. But with risk, diversification offers "free drinks", albeit that the bar where these are served evolves over time because correlation is not static.

I think of two winds of change. The first is a fundamental change in the direction of global monetary policy. The second is technology. For now, though, we really need to think about the first.

2016 was a bumper year for history. But actually, it's just history as normal, says historian Niall Ferguson. And neither the Trump election nor Brexit signals the end of globalisation.

In the years since the Global Financial Crisis, Central Banks have taken a Mae West approach to monetary accommodation. If a little is good, and more is better, then too much is just right. What happens when it ends?

Growing US scepticism on international free-trade and defence agreements is rational in an unstable world, according to US geopolitical forecaster and author, George Friedman.

Does our character manifest itself in our investing decisions? This Resources Kit presents 10 key research papers, presentations and opinion pieces around what determines values, how values impact ethics and behaviour, and the relationship to trust.

Conference 2016 featured a stellar lineup of international and local experts offering their best high conviction idea/thesis around the the friction between short-term and long-term investing imperatives - and the portfolio construction decisions that must be made.

Short-term thinking in finance is nothing new. New paradigms may emerge slowly and without much publicity. Listen for weak signals - ideas may emerge in some unconventional ways.

Andrew's story epitomises how disadvantaged people may, can and do re-engage with society and contribute positively, when given a hand up by the rest of us.

While parts of the asset management industry appear to be dumbing down, we must continue to educate individuals on the differences between investment and speculation.

Most investors don't experience the same returns of the portfolio or fund they are invested in. Investment discipline is the key - not emotion, not market noise - to ensuring you arrive at your planned investment destination.

Too often when analysing investments, the focus is on pure performance over too short a timeframe. We must lengthen the timeframe and adjust for risks, before we can begin to know whether value has truly been added.

A clear investment philosophy will be your rock in times when short-term noise plays havoc with your portfolios.

Individuals underestimate the degree to which their lives will change over the long-term, so how can practitioners build portfolios to meet clients' future needs?

Practitioners need to move away from a focus on simple performance towards holistic client management. The industry needs to change, rebuilding trust with better diversity and transparency.

People vary tremendously in their impatience. For many, it is a real struggle to take the long view. New research shows how to identify and manage financial impatience.