Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week's Fodder is back to its normal ''mixed bag'' of opinions and papers

In the US, despite moderate growth, we see very attractive valuations while many emerging markets are undervalued. But 7% growth in China is unrealistic.

The dynamic duo (Kitces and Pfau) are back in their search for the ultimate truth about retirement income planning and how to structure portfolios to minimise drawdowns.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week's Fodder highlights five of the 10 highest rated sessions from our recent PortfolioConstruction Forum Conference - Risk and Return (& Relating).

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week's Fodder highlights five of the 10 highest rated sessions from our recent PortfolioConstruction Forum Conference - Risk and Return (& Relating).

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder this week - Dominic McCormick, Anatole Kaletsky, Mark Kiesel & Arif Joshi

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder this week - Dominic McCormick, Anatole Kaletsky, Mark Kiesel & Arif Joshi

This Resources Kit is a deluge of videos, podcasts, and papers for all sessions of the jam-packed Conference 2014 program so you can "attend" even if you weren't part of the 600 plus audience.

Over the next year or two, asset prices will no longer be driven by economic stats and monetary policy. Three major rotations are likely to continue and gather pace.

This paper argues that to make choices regarding smart betas we must first assess whether they're robust. Luckily, it concludes, most so-called factors can be ignored.

Speculation is building that the Fed will surprise financial markets with a new framework for forward guidance, perhaps as soon as the FOMC meeting on 16/17 September.

If Scotland does vote for independence, it's hard to come up with a positive scenario for British assets.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams.

A big correction in equities, if it hits in the next year or two, is unlikely to be caused by monetary policy expectations.

Robert Merton, 1997 Nobel Prize winner, has recently penned an article about his views on retirement planning. There are some interesting take aways for Australian practitioners.

What do Richard Nixon, novel "Zen and the Art of Motorcycle Maintenance", and Bridgewater Associates have to do with risk parity investing and Conference 2014?

Are Term Deposits the most boring subject in finance? Actually, they're anything but. The Australian TD market is an area where it is easy to add demonstrable value for clients.

This week's Fodder provides a taste of what's to come in the next few weeks, as we work to publish the online Resources Kit from last week's PortfolioConstruction Forum Conference 2014.

This week's Fodder provides a taste of what's to come in the next few weeks, as we work to publish the online Resources Kit from last week's PortfolioConstruction Forum Conference 2014.