Helping clients understand portfolio risk is one of the most difficult challenges faced by advisers. Following on from my previous blog in which I looked at how often a portfolio might be falling, recovering and rising, now we turn to showing investors how often and over what periods falls might occur, how deep they might be, and how long the portfolio might take to recover...

The prevailing expectation is that we’re in for a period of lower returns and significant volatility. In this exclusive interview, Michael Turner, Head of Quantitative Research & Analysis with FRM in London discusses how a CTA fund can contribute to portfolios in such an environment...

TNP launches new professional association; guidance note for adviser remuneration disclosure; check business interruption cover; Asia-Pacific ahead in ESG ratings; site offers director of parliament and government agencies; Auckland Council ratings upgraded...

Tate explains why IFA broke from FAANZ; S&P exits fund research; NZ will top developed world growth over next four decades; New risk tolerance tool; Health insurance numbers stablising...

This Academy Seminar debates the following three topics in a Socratic learning environment: Investment fables II - Momentum; Making sense of Markets Summit; and, Developing a robust philosophy and policy...

For decades, long-only equities has been “king”, the dominant component of most long-term investors’ portfolios. But, the King has been overthrown in recent years, and cash has assumed the throne as investors have flocked to its supposed safety. Cash is King - but is just it a pretender to the throne? Markets Summit 2012 debated how long cash will remain King, how other asset classes will fare against it over the coming three years – and how we can do better than cash when building quality investor portfolios…

The Hot Topic Debate at the 2012 Markets Summit focused on the case for and against including gold in portfolios. Is gold a good means of portfolio diversification and protection, as well as a hedge against inflation and currency depreciation? Or is it, as those in the opposing corner argue, that the last decade is an anomaly for gold and it has no place in portfolios...

The inaugural Peter L Bernstein Memorial Lecture at the 2012 Markets Summit focused on Zombie Economics. The GFC exposed the flaws in many of the assumptions behind market liberalism - in most cases, problems were evident well before the GFC, but those who pointed them out were dismissed or ignored. These dead ideas still walk among us...

This session helped delegates determine the key takeouts from the Markets Summit, and actions to take when building investor portfolios...

This Asset Class Forum session at the 2012 Markets Summit saw our presenters and Inquisitors debate the outlook for the Australian debt and equities market, REIT market, Asian equities market and global commodities market, and the portfolio construction implications...

The 2012-2014 outlook for the global commodities market versus cash, the risks and opportunities, and portfolio construction implications...

The 2012-2014 outlook for the Asian equities market versus cash, the risks and opportunities, and portfolio construction implications...

The outlook for the REITs vs cash, risks and opportunities, and portfolio construction implications...

This Asset Class Forum session at the 2012 Markets Summit focused on the 2012-2014 outlook for the Australian equities market, including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications...

The 2012-2014 outlook for the Australian debt market, versus cash, the risks and opportunities, and portfolio construction implications...

This Big Picture Forum session at the 2012 Markets Summit saw our presenters and Inquisitors debate the outlook for the global developed market (DM) and emerging market (EM) equities markets, and the portfolio construction implications...

The 2012-2014 outlook for the global emerging market equity markets, risks and opportunities, and the portfolio construction implications...

The 2012-2014 outlook for the global emerging market equity markets, risks, opportunities, and portfolio construction implications...

This Big Picture Forum session at the 2012 Markets Summit saw our presenters and Inquisitors debate the outlook for the global economy and global debt markets, and the portfolio construction implications...

The outlook for the global debt markets relative to cash, risks and opportunities, and portfolio construction implications...