A new research paper looks specifically at withdrawal rates in the Australian context, confirming the legislated minimums for account-based pensions are much too high.

Australians are waking up to the fact that they have not had enough global (mainly equity) exposure. Why the case for more global exposure now?

Our Forum Fodder NZ e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder NZ this week - Anatole Kaletsky on Russia's incursion into Ukraine plus the final sessions from Markets Summit

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder this week: Anatole Kaletsky on Russia's incursion into Ukraine plus the final sessions from Markets Summit

This Resources Kit is a deluge of videos, podcasts, and papers for all 18 sessions of the jam-packed Markets Summit 2014 program - The Great Escape (what will markets be like in the QE runout?) so you can "attend" even if you weren't part of the 500-strong audience.

As competition in the financial advice business intensifies, advisers must focus on those activities that add the most value for clients.

Few economists are more famous than the commonly regarded founder of economics, Adam Smith. Over 238 years later, his ideas are still relevant.

When investment experts are in agreement, we should always ask what could go wrong with the consensus.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. Brace yourself - this week's Fodder is a deluge, with all of the plenary presentations from Markets Summit 2014

Our Forum Fodder NZ e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. Brace yourself - this week's Fodder is a deluge, with all of the plenary presentations from Markets Summit 2014

If we're explaining a "norm" to clients that embeds a social proof, we should be using norms that show what is successful, not describing the commonality of failure!

In rapid-fire presentations, 18 experts from various parts of the world debated the biggest issue facing the financial world.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder this week - Our backgrounder on UMP & Woody Brock's presentation from the PortfolioConstruction Forum Markets Summit 2014

Our Forum Fodder NZ e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder NZ this week -Our backgrounder on UMP and Woody Brock's presentation from Markets Summit 2014

In a new format for Markets Summit 2014, delegates took the role of CIO for the day, as the 18 strong presenter faculty made the case for their highest conviction insights.

Normal is not our experience - today's world is different from anything in the history of human capitalism. The Aquarium Theory of Investing is one way to gain perspective.

Our Markets Summit faculty debated two critical issues arising from Unconventional Monetary Policy; for the coming two to three years, to substantially overweight DM vs EM Equities in portfolios and substantially overweight Short vs Long Duration Bonds.

We must challenge common assumptions about the US and emerging markets to ensure we are focusing on the best routes to the right destination.

Emerging Markets were a focal point in 2013, repricing as US stimulus, commodity prices and China's boom subsided. In future, EM performance will depend on individual merit.

The US is the critical market of the global economy - and there are sign-posts that clearly suggest it is ready to surprise on the upside, with significant implications for portfolios.