Australia’s bond market has evolved over time. As it grows and sub-sectors emerge, investor must ask – is my defensive allocation true-to-label?

Active fund groups with the right combination of culture, technology and philosophy enable investors to protect and grow their capital in a complex world.

Client solutions will require the use of both smarter passive and high conviction active strategies, allocated in a way to meet the needs of individuals.

This panel debated the high conviction thesis that global policy rates will stay low for the rest of the decade and what forces that could change that outlook.

Yellen and the market (EDZ8) agree – there is a New Neutral. The result? Global policy rates will stay low for the rest of the decade. Only a handful of major forces that could change this outlook.

The long-term ambitions of investors and politicians are often thwarted by short-term pressures. The solution may comprise a combination of passive and high conviction alpha strategies.

Passive investment has flourished since the GFC but we are entering a new environment where active management will thrive. The opportunity for practitioners to add value has gone up significantly.

The financial system we bequeath is unstable, un-trusted and built on inappropriate theory with mis-aligned incentives.

Many assume there is a trade-off between investing for financial returns and social impact. This is false and misleading. There is a synergy between profit and purpose.

It remains possible to generate alpha from liquid strategies but investors must shift their focus away from short-term performance, and towards longer-term measurements of success.

Investing is supposed to be about the incremental replacement of human capital with financial capital over the long term. But today's environment and our behavioural biases conspire against such a pure case.

Rather than adopting a set-and-forget approach, long-term investors should be engaged asset owners and take a broader perspective on risk, in order to achieve sustainable investment returns.

Rising liabilities and low expected returns are driving a greater focus on outcome-based strategies and factor investing.

It's 10 years since the Forum's publisher, Graham Rich, interviewed Hamish Douglass and Chris Mackay as the firm launched the now behemoth Magellan Global Fund.

Everybody is an Australian equities expert, understandably so for those who live in Australia. But the X factor in Australian equities portfolios is concentration risk.

By definition, Black Swans are unknowable - they should surprise us. But here are 10 "gray swans" complicating the outlook for markets and portfolio construction.

Symposium facilitates featured a stellar line up of 20 international and local experts - including special guest keynote, Professor Niall Ferguson, PhD, internationally renowned economic and financial historian - offering their expert, high conviction ideas to help build better quality investor portfolios.

One of the most important decisions facing retirees is working out how much can be “safely” spent without the risk of exhausting capital. This session reviewed the different approaches to create a formal, written spending policy.

Presented in a format that incorporates a game, this workshop explored the risk factors that drive retirement portfolio outcomes.

Risk profiling is entirely broken. The key to understanding clients is in analysing their actions, not their words, or answers to a risk questionnaire.