Exchange rate adjustments are likely to help the global recovery but the situation bears monitoring.

With cash no longer providing the same high returns and income required for investors approaching or already in retirement, Global Investments Forum 2013 brought together selected senior investment professionals spanning the major sectors, strategies and regions of the world.

What we really need from the coming review is policy that addresses retirement income for young New Zealanders.

This CPD Quiz is only open to those who attended Global Investments Forum 2013. Each question is compulsory and must be completed to receive your CPD accreditation.

How can a $22bn economy be the dominant global topic of conversation? Cyprus is the epicentre of strategic issues.

EU ministers understand the law but they totally miss the behavioural economic consequences of their actions.

Is the bull market over for gold? I doubt it. The next phase could be quite explosive, particularly for the gold mining stocks.

In terms of raw value and potential upside, Japanese equities offer one of the more compelling opportunities.

Signs of a cyclical re-acceleration are emerging, but the upswing in China's economy is not firing on all cylinders.

On a 1-10 scale for irrationality, US credit and high yield bond prices are probably a 6 and moving up.

The talked-of Bank could have important implications for how economics and finance is changing.

Price is an issue only in the absence of value. Advisers who want to ensure future success need to adopt the credo: "Value isn't everything, it's the only thing".

Just because starting conditions are suboptimal does not guarantee that safe withdrawal rates will fail today's retirees.

Are the policy proposals of Prime Minister Abe a signal to re-orient portfolios to Japan?

Without some major shake-up, the Euro will fail. A monetary union between countries with no growth, rising unemployment and decreasing levels of trade with each other is just not credible.

A few weeks ago, a small contingent of Kiwi advisers travelled to Sydney to join around 500 practitioners for the annual PortfolioConstruction Forum Markets Summit. We asked the Kiwi delegates how what they heard is shaping the way they construct portfolios.

Tom discusses why the corporate bond space offers positive real yields in a globally repressed rate environment.

RMB nationalisation and how it is becoming a trading currency, as well as political changes in Thailand, India and the Philippines and how these are triggering bull markets.

Stephen discusses the rise of income investing and the advantages of global equities for income seeking investors. As a global energy specialist, he discusses the US shale energy revolution and industrial renaissance, before concluding with insights on the eurozone, and why it remains a significant and underappreciated threat to a global recovery.

Ethan discusses why risk matters, the characteristics of a higher quality return stream and how size, scale, diversification, costs and non-market risks can influence the consistency and repeatability of an investment process.