PIMCO founder and co-CIO, Bill Gross, has recently appending the even drearier modifier "minus" to his "new normal" moniker. He explains why, and the implications for those building portfolios...

2011 was a watershed year for the New Zealand financial advisory industry, as the regulation rubber hit the road. Our financialalert Person of the Year 2011 stood out for his enthusiastic, energetic leadership at a time when many advisers were struggling with the additional demands the introduction of regulation has brought as well as the challenging market environment...

We might wish our clients’ investment journeys will invariably be beautiful experiences - but we know that things will turn ugly from time to time. How do we prepare our clients for the ugly times? What do they need to know?

It's 10 years since Jim O'Neill - a regular speaker at PortfolioConstruction Forum - coined the term 'BRIC'. These BBC podcasts look at what's ahead for the BRIC economies...

Most emerging countries were able to counter an economic slowdown in developed countries in 2008-09. Can this scenario be repeated?

Dushko Bajic, portfolio manager with Australian equities manager, Orion Asset Management, discusses the risk-on, risk-off trades that are rolling through the market, which stocks offer the best prospects, and the "expensive defensives" best avoided...

We asked the fund research houses - how much (if any) of an international equities allocation should be hedged, assuming a 10-year investment timeframe?

This Academy Seminar debates the following three topics in a Socratic learning environment: Investment fables - part 1; Scenarios and their investment implications - part 2; and, Hot topic: Greece is the word - but what are the investment implications?

Will the Euro exist in ten years? Why doesn't Germany leave the EMU? How will Euro confidence improve? What structural changes must occur in Australia? Do free markets work? Will QE3 actually help? Has the world reached the limits of GDP growth?

Conference 2011 helped delegates better understand the key macro AND micro issues and what they mean for investor portfolios. This Resources Kit features videos, presentations, papers and podcasts for the 36 sessions featuring more than 40 investment experts...

The Conference Masterclass is an optional one-day, classroom/workshop-style program presented by selected subject matter experts. The emphasis is on an active-learning environment featuring small, high-quality peer group interaction where in-depth Socratic debate and active discussion is encouraged (indeed, expected!).

We asked the fund research houses - should all portfolios be ‘overweight’ to emerging market equities? If so, overweight to what?

This white paper contends that investment in emerging market sovereign debt continues to look attractive and investors should carefully consider adding emerging market sovereign bonds to their asset allocations and revisit the proportional weighting of the asset class as it continues to mature...

In this closing keynote Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jonathan Pain looks at the where the Middle East is heading in the years to come, and the investment implications...

The 2011 Portfolio Construction Forum Conference helped delegates better understand the key macro AND micro issues and what they mean for investor portfolios, to help them successfully navigate through the woods AND the trees. In this final Critical Issues Forum session, selected PortfolioConstruction Forum Academy members, Longview's Chris Watling and Tim Farrelly, principal of farrelly's Investment Strategy, give their key takeouts from the two-day program...

In this first half of this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jim O'Neill - inventor of the BRIC concept and acronym - gave an exclusive update on his view of the BRIC economies and the emergence of other growth economies...

In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Amanda Gillespie, of fund research house Lonsec, provides a practical guide to integrating EM exposures in portfolios, including whether an active or passive approach is best, and what type of exposure is appropriate for different investors...

The debt side of portfolios used to be the easy part of portfolio construction, but not these days. In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Tim Farrelly outlines a systematic and practical process for constructing the debt side of portfolios and shows how considerable value can be added and demonstrated clearly to investors...

In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Dr Michael Hasenstab looks at how monetary policy and geopolitical events are impacting the challenges and opportunities facing global bond investors. Chris Watling then argues we're in a long-term, secular equities bear cycle, and what that means for equities investing...

Why China's leaders will struggle to maintain economic growth (the main source of Communist Party legitimacy) while managing the growing expectations of its population...