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.

Significant demographic change is happening. To prepare the retirement readiness, the financial services industry needs to provide better advice and products.

The US debt debate cannot be blindly dismissed as a short-term issue. It will be navigated, but with no real solution - the ingredients are being put in place for higher bond yields.

Conventional wisdom is that retirees should reduce their equity exposure in retirement as their time horizon shortens - in reality, the ideal may actually be the exact opposite.

I'd bet these three ideas hold more valuable and implementable portfolio construction information than any short-term economic, political and market machinations.

The history of good sovereigns defaulting is a rich one, going back to the Middle Ages and Renaissance period. What could replace US Treasuries as the risk free asset?

Deleveraging will leave a lasting impact - and meeting the challenges it presents investors will be critical to everyone operating in the new financial landscape.

Financial planning's "third wave" may well be a four-factor service model that places much greater emphasis on helping clients maximise their human capital, not just their financial capital.

"Forward PEs look attractive" is often offered as an astute observation. It's almost a truism. But does using forward PEs to assess market valuations work?