Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week - several articles look at the facts & numbers behind some widely accepted investment beliefs

We've seen this movie before.Bubbles happen regularly - but why are we seeing so many bubbles now?

This article contends that some arguments used to validate alternative indexing can be easily proven false.

The Australian equity market has lagged far behind the US this year. But the S&P/ASX200 is actually ahead since the GFC market lows.

Recently, I spent time reflecting carefully on how regulatory reform has worked thus far in New Zealand, and where things might head next.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week - Nouriel Roubini, Nick Bullman, BlackRock. Plus we kick off a new series on smart beta.

The term "smart beta" is comparatively new but the idea of using alternative methods to construct investable indices has been around a long time. Does it actually work?

One Fed exit has become clear. Chairman Ben Bernanke will hand over to Janet Yellen. The second - exiting an era of ultra-loose monetary policies - is fiendishly difficult.

These three insights will help cut through all the noise about the US debt ceiling debacle so you can understand whether it's something worth worrying about.

Three key shock risks will affect investors over the next decade, requiring a real difference in how we construct portfolios for retirement.

For what types of funds are performance fees warranted, and what is a reasonable performance fee structure?

The US debt ceiling debacle sent a clear message to China. The US may have to pay a much steeper price for capital.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week - Tim Farrelly, Stephen Roach, Louis-Vincent Gave & Sonal Desai

Gold's disappointing performance has been a topic of discussion at GaveKal. Most of us come down on the side of one of four possible explanations.

With 80% of financial planning recommendations not leading to action, we need a fundamental reappraisal of how to create plans that translate into action.

Central banks are likely to dominate investment news for years to come. Most of it will be noise. However, some of it will be critically important.

This article, and DFA's silence, prompted a storm of response - and contributes to understanding the "science" of portfolio construction.

The new wave of jargon around financial planning should be a concern to us all. There is a very real risk that we will begin to lose sight of the good we do.

Our Forum Fodder e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. This week - Fodder kicks off with a new bi-monthly series featuring Dr Woody Brock - one of the world's foremost economists...

What makes this cycle so different? Five reasons - two are quite conventional, three are not. With proper economic policies, good times could lie ahead for the West.