Observing how a client makes financial trade-offs can provide a more accurate measure of their risk preferences than if we ask questions about what they think they would do.

In a low growth, low inflation, low interest rate and low yield environment, a cyclical economic upturn presents opportunities in asset classes such as equities and real estate

Clients benefit from understanding the investment journey. Having prepared responses to scenarios improves the chance of success.

Investors should keep a close eye on relative valuations. Recent data suggests that momentum and value are trading cheaply in many markets, with low beta substantially over-priced.

The danger that sequence of return risk can devastate a retirement portfolio is both increasingly recognised and frequently misunderstood. Three research-driven strategies can help manage it.

Trump's election triggered a global stock market upswing, on confidence that he would be able to fulfill his pledge to reignite US economic growth. But how much is Trump really likely to be able to get done?

Can clients easily change their behaviour? The theory of planned behaviour can help to promote real change and convert intentions into outcomes.

Short-term thinking in finance is nothing new. The benefits of long-term investing extend beyond just being able to invest in illiquid assets. Patience can pay its own dividend.

As Britain embarks on the process of disentangling itself from the EU, the country will regain control over national law and policy making, raising opportunities to implement new models.

It is time to properly account for risk characteristics of client’s most valuable asset - their human capital. This isn’t easy to implement and places practitioners in a difficult situation...

Requiring investment managers to perform relative to a benchmark, including imposing tracking error constraints, causes short-term'ism.

Contrary to popular belief, western living standards have not declined in recent decades. Rather, government statistics failed to capture a key element of real GPD growth.

Markets Summit 2017 featured a stellar lineup of international and local experts offering their best high conviction idea/thesis on the opportunities and risks ahead as the winds of change sweep through economies and asset classes - and the implications for portfolios.

Finology Summit 2017 featured a stellar lineup of finology experts offering their best high conviction idea/thesis on how the winds of change are impacting how investors think and behave with respect to money, and how we can better relate with them (and help others who must do so).

The key to influencing investors is to have the right mindset, build the right skillset and apply the right toolset.

A formal, written spending policy can help investors focus on what's really important - will they meet their goals?

This workshop will help you develop a clear, communicable, logical and understandable investment philosophy, deciding what's important and what's not.

Clients benefit from understanding the investment journey. Having prepared responses to scenarios improves the chance of success.

Our panel discusses the steady stream of disruption around the delivery of financial advice.

The key trait for relating to investors in the future will be the one skill that our brains are not programmed to receive from a computer - empathy.