Fodder starts with Nouriel Roubini arguing that Trump's policies are a key risk to the nascent global pick up in economic activity. Dr Bob Gay explains why Fed officials believe they can engineer a graceful exit from their experiment with asset purchases. Invesco's Stephen Anness and Andy Hall have written a terrific paper on the art of contrarian thinking of all types. Prof Ron Bird reviews two new papers on factor investing And finally, we feature the top-10 rated presentation by PIMCO's Joachim Fels at Markets Summit 2017.

This week, Fodder kicks off with Berkeley economist, Professor Shachar Kariv, on the science of uncovering investors' true preferences. Harvard's Prof Hausmann then argues that emerging market bond funds should make people morally queasy. Bob Huebscher recaps the recent debate between Wharton's Jeremy Siegel and Yale's Robert Shiller about the outlook for equity returns. Rob Arnott argues that momentum and value are cheap, but low beta is well overpriced. And we finish with a white paper by AB on low vol investing in Australian Equities

This week, Fodder kicks off with Berkeley economist, Professor Shachar Kariv, on the science of uncovering investors' true preferences. Harvard's Prof Hausmann then argues that emerging market bond funds should make people morally queasy. Bob Huebscher recaps the recent debate between Wharton's Jeremy Siegel and Yale's Robert Shiller about the outlook for equity returns. Rob Arnott argues that momentum and value are cheap, but low beta is well overpriced. And we finish with a white paper by AB on low vol investing in Australian Equities

This week, we bring you the third and final installment of Dr Woody Brock's review of the three key risks facing investors, Tim Farrelly then shows that despite their critics, the ratings agencies do a wonderful job of assessing companies. Urban Carmel then debunks the myth that indexing is a threat to market stability and Yale's Stephen Roach looks at the implications (and the irony) of China's new global push. Finally we feature Jeremy Lawson's excellent Markets Summit presentation on the "dire" implications for risk assets of the rising wave of populism.

This week, we bring you the third and final installment of Dr Woody Brock's review of the three key risks facing investors, Tim Farrelly then shows that despite their critics, the ratings agencies do a wonderful job of assessing companies. Urban Carmel then debunks the myth that indexing is a threat to market stability and Yale's Stephen Roach looks at the implications (and the irony) of China's new global push. Finally we feature Jeremy Lawson's excellent Markets Summit presentation on the "dire" implications for risk assets of the rising wave of populism.

Fodder kicks off with part 2 of Dr Woody Brock's review of the three key geopolitical risks facing investors Nouriel Roubini asks whether investors are underestimating the potential of rising geopolitical risk to trigger a black swan event. PIMCO's Libby Cantrill explains why President Trump is unlikely to be able to deliver any time this year on his ideas to reignite US economic growth, and Professor Ron Bird reviews three recent papers on factor investing. Fodder ends with Douglas Isles's top 3-rated Finology Summit session on how to help investors stay the course and not fall prey to common behavourial pitfalls.

Fodder kicks off with part 2 of Dr Woody Brock's review of the three key geopolitical risks facing investors Nouriel Roubini asks whether investors are underestimating the potential of rising geopolitical risk to trigger a black swan event. PIMCO's Libby Cantrill explains why President Trump is unlikely to be able to deliver any time this year on his ideas to reignite US economic growth, and Professor Ron Bird reviews three recent papers on factor investing. Fodder ends with Douglas Isles's top 3-rated Finology Summit session on how to help investors stay the course and not fall prey to common behavourial pitfalls.

Fodder starts with Dr Woody Brock's review of the three key risks facing investors. Next, Yale's Stephen Roach rings the bell on the balance of economic power. Then, renowned economist, Lacy Hunt, reviews the Fed's history of tightening and concludes that the secular low in bond yields remains in the future. We feature Australian-based CIMA® certificant Tim Macready's award-winning paper on including an impact investing allocation in portfolios. And we end with Tim Farrelly's top 3-rated Finology Summit session on how a formal, written spending policy can help investors focus on what's really important.

Fodder starts with Dr Woody Brock's review of the three key risks facing investors. Next, Yale's Stephen Roach rings the bell on the balance of economic power. Then, renowned economist, Lacy Hunt, reviews the Fed's history of tightening and concludes that the secular low in bond yields remains in the future. We feature Australian-based CIMA® certificant Tim Macready's award-winning paper on including an impact investing allocation in portfolios. And we end with Tim Farrelly's top 3-rated Finology Summit session on how a formal, written spending policy can help investors focus on what's really important.

This week Fodder kicks off with an analysis of the first round of the French presidential election, and what an (increasingly likely) Emmanuel Macron-led France would mean. Then we turn to three offerings from Dr Bob Gay, Brett Lewthwaite and PIMCO's Jamil Baz, on debt markets and investments. Finally, Professor Jo Earl's top 5-rated Finology Summit session, on how to get clients (ourselves, for that matter) to turn good intentions into action.

This week Fodder kicks off with an analysis of the first round of the French presidential election, and what an (increasingly likely) Emmanuel Macron-led France would mean. Then we turn to three offerings from Dr Bob Gay, Brett Lewthwaite and PIMCO's Jamil Baz, on debt markets and investments. Finally, Professor Jo Earl's top 5-rated Finology Summit session, on how to get clients (ourselves, for that matter) to turn good intentions into action.

This week's Fodder offers two perspectives, from Linda Jakobson and Prof Barry Eichengreen, on the issue of China/US relations under a Trump presidency. Tim Farrelly then looks at how likely US equities are to return 8% per annum going forward given their current valuation. UTS Prof Ron Bird summarises three recent academic research papers and we feature Michael Kitces's top rated presentation from our recent Finology Summit.

This week's Fodder offers two perspectives, from Linda Jakobson and Prof Barry Eichengreen, on the issue of China/US relations under a Trump presidency. Tim Farrelly then looks at how likely US equities are to return 8% per annum going forward given their current valuation. UTS Prof Ron Bird summarises three recent academic research papers and we feature Michael Kitces's top rated presentation from our recent Finology Summit.

Fodder kicks off with a unique insight from Peter Lilley on how BREXIT will play out. UTSProf Ron Bird disagrees with Paul Keating on first-home buyers using their super to get a foot on the property ladder. Yale's Stephen Roach argues that, yet again, the Western perspective has missed the Chinese context when it comes to growth. Charles Dallara explains Trump will have a bumpy first half year as he learns the ropes of navigating the US political system and we share details of the newly formed Investment Management Research Program, an initiative between the Forum and UTS Business School that will continue to enhance the breadth and depth of our CE and certification programs.

Fodder kicks off with a unique insight from Peter Lilley on how BREXIT will play out. UTSProf Ron Bird disagrees with Paul Keating on first-home buyers using their super to get a foot on the property ladder. Yale's Stephen Roach argues that, yet again, the Western perspective has missed the Chinese context when it comes to growth. Charles Dallara explains Trump will have a bumpy first half year as he learns the ropes of navigating the US political system and we share details of the newly formed Investment Management Research Program, an initiative between the Forum and UTS Business School that will continue to enhance the breadth and depth of our CE and certification programs.

Dr Woody Brock leads this week with an exclusive 15-minute video in which he debunks the myth that our living standards have declined. Berkeley Professor Eichengreen explains what "an impatient [US] president, frustrated and hemmed in on all sides" is likely to do. Michael Kitces argues that every retirement income strategy needs to address three key questions to satisfy our intrinsic (illogical) "hierarchy of retirement needs". Will Jackson covers demography specialist Richard Jackson's insights on how ageing in the developed world is increasing the risk of social upheaval in the developing world. And, we bring you Ron Temple's top five-rated presentation on why "the winds of change" sweeping through the markets are stronger than you think.

Dr Woody Brock leads this week with an exclusive 15-minute video in which he debunks the myth that our living standards have declined. Berkeley Professor Eichengreen explains what "an impatient [US] president, frustrated and hemmed in on all sides" is likely to do. Michael Kitces argues that every retirement income strategy needs to address three key questions to satisfy our intrinsic (illogical) "hierarchy of retirement needs". Will Jackson covers demography specialist Richard Jackson's insights on how ageing in the developed world is increasing the risk of social upheaval in the developing world. And, we bring you Ron Temple's top five-rated presentation on why "the winds of change" sweeping through the markets are stronger than you think.

Chris Watling returns to Fodder this week with a 10-minute video insight, Prof J Bradford DeLong compares society's overall wealth today to the Agrarian Age, Tim Farrelly debunks the notion that negative gearing is the driver of high property prices and Will Jackson sums up how Markets Summit delegates converted the Faculty's insights into four practical portfolio construction decisions. Finally we feature Martin Conlon's top-rated presentation from Markets Summit 2017 in which he argues how to reposition Australian equity portfolios to protect against the risk of higher inflation and interest rates.

Chris Watling returns to Fodder this week with a 10-minute video insight, Prof J Bradford DeLong compares society's overall wealth today to the Agrarian Age, Tim Farrelly debunks the notion that negative gearing is the driver of high property prices and Will Jackson sums up how Markets Summit delegates converted the Faculty's insights into four practical portfolio construction decisions. Finally we feature Martin Conlon's top-rated presentation from Markets Summit 2017 in which he argues how to reposition Australian equity portfolios to protect against the risk of higher inflation and interest rates.

In this week's Fodder, Tim Farrelly, Jonathan Pain's top-rated presentation from our recent Markets Summit 2017 program, Bob Gay, Prof Jeffrey Sachs, Michael Kitces and Derek Thurp.