This paper by Rob Arnott and Denis Chaves looks the effects of different age cohorts on GDP and asset class returns.

When faced with a huge majority of experts expecting international equities to outperform Australian equities, I blurted this out. I was wrong, and on a few counts.

The US dollar is hitting new 12-year highs almost daily and the euro seems to be plunging to below parity. But there are at least four factors pressuring it the other way.

New this week - Dom McCormick, Ken Rogoff plus more from Markets Summit 2015 with Ron Temple's top rated presentation

New this week - Dom McCormick, Ken Rogoff plus more from Markets Summit 2015 with Ron Temple's top rated presentation

This paper offers a surprising amount of info and interesting ways of framing investment issues in retirement, and some good analysis of longevity risk.

How should one understand the disconnect between new highs reached by global equity indices and new depths plumbed by real interest rates worldwide?

New this week - Louis Gave & Bob Baur plus the "Delegates Pick Award" from Markets Summit - Bruce Campbell & Greg Bright's summary of takeouts

New this week - Louis Gave & Bob Baur plus the "Delegates Pick Award" from Markets Summit - Bruce Campbell & Greg Bright's summary of takeouts

Currency risk is a significant issue for Australian investors. This paper summarises the research on optimal hedge ratios for international equities exposures.

Since the 1980s, oil prices have fallen 50% or more over six months just twice - including last year. Was oil a bubble which has now imploded? Or is oil set to bounce back?

With 20 speakers at Markets Summit 2015, there were inevitably conflicting views of the world. This year, the bears outnumbered the bulls and the mood was noticeably downbeat compared to last year.

New this week - Pippa Malmgren's keynote from Markets Summit plus Woody Brock & Chris Watling

New this week - Pippa Malmgren's keynote from Markets Summit plus Woody Brock & Chris Watling

Despite forecasts of continued superior US economic growth, we are selling down our beloved US quality stocks in favor of the problem children of the investing world.

Markets Summit 2015 - Cyclical? Structural? Secular? - featured 19 international and local investment experts debating their best ideas on the key cyclical, structural and secular issues driving the medium-term outlook for markets - and, of course, the implications for portfolios. This Resources Kit is a deluge of videos, podcasts, and papers for all sessions of the jam-packed program so you can "attend" even if you weren't there.

The world was shocked by the oil price collapse. Anuraag Shah, who made a fortune betting on a falling oil price, summarised the astonishment - "It's nuts!". Actually, it isn't.

In this seminal paper, Ibbotson confirms that after the decision to actually invest is made, asset allocation and manager selection are equally important.

New this week - Our new backgrounder and Markets Summit key takeouts plus Dom McCormick on currency and Jonathan Pain's outlook for 2015

New this week - Our new backgrounder and Markets Summit key takeouts plus Dom McCormick on currency and Jonathan Pain's outlook for 2015