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.

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

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?

Regulatory tailwinds, fee pressure, unbridled experimentation around the delivery of advice - it's a steady stream of disruption. Ironically, technology is both our poison and antidote.

The tectonic plates of the political and economic landscape are rupturing. Brace yourselves for a wild and entertaining ride...

US-China relations under President Donald Trump will be turbulent. This will be testing for an economically interdependent region.

Applying discipline, fact and data to the assembly of a portfolio leads to investment opportunities overlooked by many who pursue their 'feelings' rather than data.

Markets have run hard in recent months on speculative exuberance. However, the critical question is will President Trump prove to be a tailwind, or a headwind for the global economy?

The tectonic plates of the political and economic landscape are rupturing. Brace yourselves for a wild and entertaining ride...

Bond-sensitive stocks now form a record 60% of the ASX's market cap. Australian equity investors should hold a greater proportion in real-asset stocks and reduce exposure to artificially inflated financial stocks.

US-China relations under President Donald Trump will be turbulent. This will be testing for an economically interdependent region.

As 2017 began, there was (once again) an air of optimism that interest rates are about to return to normal. This optimism dismisses the significant structural headwinds that are prevalent.

When positioning a multi-asset, portfolio for the medium-term, there are four fundamental decisions we must make now. They are, in some cases, interdependent.