In this week's Fodder, Tim Farrelly, Jonathan Pain's top-rated presentation from our recent Markets Summit 2017 program, Bob Gay, Prof Jeffrey Sachs, Michael Kitces and Derek Thurp.
Markets Summit 2017 featured a stellar lineup of international and local experts offering their best high conviction idea/thesis on the opportunities and risks ahead as the winds of change sweep through economies and asset classes - and the implications for portfolios.
Finology Summit 2017 featured a stellar lineup of finology experts offering their best high conviction idea/thesis on how the winds of change are impacting how investors think and behave with respect to money, and how we can better relate with them (and help others who must do so).
This week's Fodder features Prof Niall Ferguson's presentation from Markets Summit, Prof Ken Rogoff explaining why Trump can't afford to bully China. Our own Will Jackson has written up his key takeouts from Finology Summit, and Michael Furey looks at the evidence of a link between Australian economic growth and equity market returns. And finally, we feature the WEF's founder, Klaus Schwab, on the impact of the fourth industrial revolution on how we will live, work and relate with one another.
This week's Fodder features Prof Niall Ferguson's presentation from Markets Summit, Prof Ken Rogoff explaining why Trump can't afford to bully China. Our own Will Jackson has written up his key takeouts from Finology Summit, and Michael Furey looks at the evidence of a link between Australian economic growth and equity market returns. And finally, we feature the WEF's founder, Klaus Schwab, on the impact of the fourth industrial revolution on how we will live, work and relate with one another.
Finology Summit 2017 focused on how "The winds of change" are affecting how investors think and behave with respect to money, and how we can better to relate with them. Here are our key takeouts.
Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. What does it all mean for the outlook for the markets?
Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. What does it all mean for the outlook for the markets?
In our first Fodder for the year, Jonathan Pain makes the case that 2017 is a year politics really matters to investing, while Mohamed El-Erian is on the same wave length. Dr Bob Gay gives his unique insider's view of what will cause the US Fed to raise rates, when and by how much. Michael Kitces explains how to properly integrate two dimensions of risk profiling into portfolios (don't use a simplistic questionnaire!). Lastly, our own Will Jackson reports on the hot topics debated by the group of 10 senior fund analysts on our Research Roundtable International program.
In our first Fodder for the year, Jonathan Pain makes the case that 2017 is a year politics really matters to investing, while Mohamed El-Erian is on the same wave length. Dr Bob Gay gives his unique insider's view of what will cause the US Fed to raise rates, when and by how much. Michael Kitces explains how to properly integrate two dimensions of risk profiling into portfolios (don't use a simplistic questionnaire!). Lastly, our own Will Jackson reports on the hot topics debated by the group of 10 senior fund analysts on our Research Roundtable International program.
In our final Fodder for 2016 Tim Farrelly explains why hybrids are not equities, Hamish Douglass offers his take on our Summit 2017 theme and then listen to Prof Niall Ferguson recap the events of 2016 and the implications for markets. India Avenue's Mugunthan Siva argues investors need to relook at why they have equities in portfolios and SSGA's Thomas Poullaouec explains why diversification is a "free drink". Finally, we end with a celebration of the life and times of the Forum's Security and Compliance Manager (aka office sausage), Schnitzel von Krumm.
In our final Fodder for 2016 Tim Farrelly explains why hybrids are not equities, Hamish Douglass offers his take on our Summit 2017 theme and then listen to Prof Niall Ferguson recap the events of 2016 and the implications for markets. India Avenue's Mugunthan Siva argues investors need to relook at why they have equities in portfolios and SSGA's Thomas Poullaouec explains why diversification is a "free drink". Finally, we end with a celebration of the life and times of the Forum's Security and Compliance Manager (aka office sausage), Schnitzel von Krumm.
Hard on the heels of last week's focus on values and investing - including the role of whistleblowers and the media - this week, Dom McCormick writes about the "real" IOOF "scandal", Dr Woody Brock dispels three myths and half-truths about the behavior of bond prices, The Forum's Will Jackson summarises geopolitical forecaster George Friedman's keynote address at the recent ASFA Conference, Michael Kitces's report on why retirees' may not need to save as much, and The Carlyle Group's Jason Thomas warns of the consequences to portfolios of central banks' "Mae West approach" to monetary policy.
Hard on the heels of last week's focus on values and investing - including the role of whistleblowers and the media - this week, Dom McCormick writes about the "real" IOOF "scandal", Dr Woody Brock dispels three myths and half-truths about the behavior of bond prices, The Forum's Will Jackson summarises geopolitical forecaster George Friedman's keynote address at the recent ASFA Conference, Michael Kitces's report on why retirees' may not need to save as much, and The Carlyle Group's Jason Thomas warns of the consequences to portfolios of central banks' "Mae West approach" to monetary policy.
This week's Fodder includes a new Resources Kit on the topic of values and investing, Dom McCormick on the post-Trump market rally, Harvard Professor Carmen Reinhart explains why investors are already voting with their feet in advance of the upcoming popular referendum in Italy, and Stephen Hayes outlines what investors should do in the face of overinflated real asset valuations.
This week's Fodder includes a new Resources Kit on the topic of values and investing, Dom McCormick on the post-Trump market rally, Harvard Professor Carmen Reinhart explains why investors are already voting with their feet in advance of the upcoming popular referendum in Italy, and Stephen Hayes outlines what investors should do in the face of overinflated real asset valuations.
Hundreds of thousands of words have been written about the "shock" of being Trumped. Now is an ideal time to challenge one of your portfolio construction beliefs - does geopolitics matter as a driver of the long-term outlook for markets (in a recent survey, 75% of our Members agreed it does). Or, do you believe it's in the "too hard" box?
