In Fodder this week - Dom McCormick, Ross Barry, Michael Furey & Don Ezra plus earn CPD on Michael Kitces' presentation from Conference 2015.

An Oxford Uni paper in 2013¹ severely criticised consultants for failing to pick winners via their fund manager research. The New York Times picked it up. But the fact that consultants couldn't identify gold medal winners in advance doesn't matter.

Crisis and Complexity explores over a dozen economic and financial catastrophes since 1720, focusing on both the unique characters and historical events that shaped each crisis as well as their common recurring pattern.

In Fodder this week - Anatole Kaletsky & Bob Gay on Fed rate fallout plus Papic on EM value trap & Kitces on human capital

In Fodder this week - Anatole Kaletsky & Bob Gay on Fed rate fallout plus Papic on EM value trap & Kitces on human capital

Focusing on a client's investment portfolio alone ignores their greatest asset - their ability to continue earning income through the fruits of their labor, also known as their "human capital". Deciding how much risk to take with financial capital given a client's human capital risks is crucial.

Turmoil often provides a fantastic opportunity to reassess one's portfolio - and we're currently going through exactly such turmoil. The question is: what are the critical issues that investors should focus on as they rethink portfolio positioning today?

In all of '87, '98, '05 and '15, the US economy was close to full employment, inflation was tame, commodity prices low, EMs were under financial strain, volatility roiled financial markets, the US dollar was strong, and US monetary policy excessively generous. What followed?

This week's Fodder brings 3 short but powerful insights into the markets plus another "undiscovered fund" from Zenith.

This week's Fodder brings 3 short but powerful insights into the markets plus another "undiscovered fund" from Zenith.

Europe in 2015 stands at the crossroads. The euro crisis and the refugee crisis are testing the foundations of the European project. Even if the EU survives this challenge, it will be a much changed and probably much weaker.

The last few weeks have felt like riding on that old, antiquated rollercoaster – unexpected turns, harsh stops and, frankly, no clear sense of when the ride was going to end. Why have markets reacted so sharply, and what's ahead?

The Australian residential property market is stretched. But about to crash, triggering a recession? It's nuts and you can clearly see it's nuts.

In this week's Fodder - El-Erian & Kaletsky on oil plus 2 top rated presentations from Conference with Moshe Milevsky & Chris Watling

In this week's Fodder - El-Erian & Kaletsky on oil plus 2 top rated presentations from Conference with Moshe Milevsky & Chris Watling

The progress we have seen in European markets in 2015 is sustainable over the next 12 months. But, investors should temper return expectations and anticipate continued market volatility.

The outlook for developed credit markets, and in particular the US credit market, remains constructive. Here are Three reasons support the case for credit now.

Real return investing isn't too real at all, with big targets like CPI+5%. It is an objective that is not strongly linked to the reality of investment markets - so prepare for another investment approach aligned with disappointment.

To be clear, Europe is still one of the most developed, most prosperous, and most liveable places on earth. However, the cracks in Europe are clearly visible. It is a world region that made the past but will not make the future.

PortfolioConstruction Forum Strategies Conference 2015 featured a carefully selected faculty of more than 35 international and local portfolio construction experts offering their best high conviction ideas about critical portfolio "crossroads". Here are the highlights.