Most of the world will see an improvement in economic growth this year. Equities are by far the most attractive asset class - but they will be much more volatile.

Today's long period of very easy money and very low yields has distorted the financial system. This will cause unintended consequences in the near future as QE ends.

The thought-provoking (and entertaining) introduction to Markets Summit 2014 - The Great Escape - What will markets be like in the QE runout?

My bottom line for 2014 is that investors should be overweight global equities, underweight bonds. My biggest call? China's stockmarket could be the best performing.

A year ago, the world was salivating at the prospect of current account deficits in the developing world. Now, it's terrified. It's a terrific investment opportunity.

What's a very good long-term return from equity markets? What's fair? Take for example, Sigma Pharmaceuticals.

Efficient market theory claims you can't beat the market. Seductive as it is, this claim is incorrect, as research makes clear.

It's now time to start looking into alternatives to equities and bonds.

Three key shock risks will affect investors over the next decade, requiring a real difference in how we construct portfolios for retirement.

What makes this cycle so different? Five reasons - two are quite conventional, three are not. With proper economic policies, good times could lie ahead for the West.

The recent Jackson Hole Federal Reserve Conference was my 10th or 11th. I saw a fascinating disconnect between policymakers and the markets.

I'm used to being alone and against consensus. I believe the next decade is going to see the strongest level of global economic growth anyone today has seen.

A growing army of data scientists is mining patterns from our online activity. What are the implications for investment?

Indonesia's rise is one of the big stories of the Asian century, a future great power in Asia, just behind China and India. Indonesia may matter as much to Australia investors as China and the US.

All of the Conference sessions are building blocks for this session which helps delegates determine the key takeouts from the jam-packed program and actions delegates should take when building investor portfolios.

To build a truly diversified portfolio, you need to consider alternative investments as a third dimension alongside equities and fixed income.

Multi-asset absolute return investing offers more certainty of achieving the right outcome for clients and portfolios which are more sustainable through an investor’s life stages.

A fundamental-based approach to equity index investing can be a powerful way to reduce risk and improve performance over the investment lifecycle.

Top performing shares often display a high ROE, while poor performing shares display the reverse - making ROE a superior valuation input to PE ratios.

Australians have sought offshore diversification for years. The logical extension is to think more deeply about how to make offshore exposures complement local ones.