New in Fodder this week - Oliver Hartwich & Charles Dallara on Greece, plus GaveKal, Bob Gay & JP Morgan

We start this week's Fodder with 2 views on consensus with Tim Farrelly & Anatole Kaletsky, plus articles from Mohamed El-Erian, Tim Griffen & Scott Weiner's top rated Markets Summit presentation.

We start this week's Fodder with 2 views on consensus with Tim Farrelly and Anatole Kaletsky, plus articles from Mohamed El-Erian, Tim Griffen & Scott Weiner's top rated Markets Summit presentation.

New this week - Dom McCormick, Ken Rogoff plus more from Markets Summit 2015 with Ron Temple's top rated presentation

New this week - Dom McCormick, Ken Rogoff plus more from Markets Summit 2015 with Ron Temple's top rated presentation

New this week - Louis Gave & Bob Baur plus the "Delegates Pick Award" from Markets Summit - Bruce Campbell & Greg Bright's summary of takeouts

New this week - Louis Gave & Bob Baur plus the "Delegates Pick Award" from Markets Summit - Bruce Campbell & Greg Bright's summary of takeouts

New this week - Pippa Malmgren's keynote from Markets Summit plus Woody Brock & Chris Watling

New this week - Pippa Malmgren's keynote from Markets Summit plus Woody Brock & Chris Watling

Markets Summit 2015 - Cyclical? Structural? Secular? - featured 19 international and local investment experts debating their best ideas on the key cyclical, structural and secular issues driving the medium-term outlook for markets - and, of course, the implications for portfolios. This Resources Kit is a deluge of videos, podcasts, and papers for all sessions of the jam-packed program so you can "attend" even if you weren't there.

New this week - Our new backgrounder and Markets Summit key takeouts plus Dom McCormick on currency and Jonathan Pain's outlook for 2015

New this week - Our new backgrounder and Markets Summit key takeouts plus Dom McCormick on currency and Jonathan Pain's outlook for 2015

In this simulated investment board meeting, our day's 17 international and local Faculty members debated and voted on whether to overweight international equities and underweight Australian equities in portfolios on a two- to three-year view.

PortfolioConstruction Forum Publisher and Markets Summit 2015 Moderator, Graham Rich, opened Markets Summit 2015 in his usual entertaining way, highlighting key issues to consider over the jam-packed, marathon program.

This Backgrounder defines the terms "cyclical", "structural"" and "secular" and provides examples, in order to increase the clarity of debate about what's really driving markets.

New this week - BCA on geopolitics and investing (1.25cpd), Edessess on benchmarking, Priest on share buy backs, Gay on wage inflation, Griffen on Japan

New this week - BCA on geopolitics and investing (1.25cpd), Edessess on benchmarking, Priest on share buy backs, Gay on wage inflation, Griffen on Japan

New this week - Michael Kitces on risk transfer vs risk retention, Bob Gay on falling oil prices, Gavekal on Australia, John Mauldin on the Swiss franc

New this week - Michael Kitces on risk transfer vs risk retention, Bob Gay on falling oil prices, Gavekal on Australia, John Mauldin on the Swiss franc

The latest food for thought on the markets, strategies & investing...