In Fodder this week - Dom McCormick, Ross Barry, Michael Furey & Don Ezra plus earn CPD on Michael Kitces' presentation from Conference 2015.

In Fodder this week - Anatole Kaletsky & Bob Gay on Fed rate fallout plus Papic on EM value trap & Kitces on human capital

In Fodder this week - Anatole Kaletsky & Bob Gay on Fed rate fallout plus Papic on EM value trap & Kitces on human capital

Turmoil often provides a fantastic opportunity to reassess one's portfolio - and we're currently going through exactly such turmoil. The question is: what are the critical issues that investors should focus on as they rethink portfolio positioning today?

This week's Fodder brings 3 short but powerful insights into the markets plus another "undiscovered fund" from Zenith.

This week's Fodder brings 3 short but powerful insights into the markets plus another "undiscovered fund" from Zenith.

In this week's Fodder - El-Erian & Kaletsky on oil plus 2 top rated presentations from Conference with Moshe Milevsky & Chris Watling

In this week's Fodder - El-Erian & Kaletsky on oil plus 2 top rated presentations from Conference with Moshe Milevsky & Chris Watling

The progress we have seen in European markets in 2015 is sustainable over the next 12 months. But, investors should temper return expectations and anticipate continued market volatility.

This week's Fodder picks up where last week's onstage PortfolioConstruction Forum Conference 2015 left off, by continuing to address our theme, "Crossroads - Dilemmas | Decisions".

This week's Fodder picks up where last week's onstage PortfolioConstruction Forum Conference 2015 left off, by continuing to address our theme, "Crossroads - Dilemmas | Decisions".

There are two possible outcomes from the extreme debt levels in the global economy - high inflation or long-term below trend growth. The key dilemma is how to minimise this uncertainty and return dispersion.

A QMTV (quality, momentum, transition and value) framework can help investors manage buy, hold and sell decisions through various cycles and provide a crossroad signal.

Six years into a bull market, Australian equity values are beginning to look stretched. But large divergences in valuations across sectors are creating great opportunities for truly active managers.

The increasing concentration of the Australian stock market indices is mirrored by the concentration of the Australian funds management industry. What does this mean for alpha generation?

Infrastructure has gained greater focus in recent years, with investors drawn to its defensive characteristics. But infrastructure investing requires a tight definition to deliver the defensive attributes that investors are targeting.

Although it is widely appreciated that past performance is not a guide to future returns, it is less appreciated that past diversification is not a guide to future risk.

In this week's Fodder, we bring you perspectives from some of our faculty for the upcoming PortfolioConstruction Forum Conference 2015.

In this week's Fodder, we bring you perspectives from some of our faculty for the upcoming PortfolioConstruction Forum Conference 2015.

High active share is often profiled as "better" but such portfolios can exhibit risk concentrations which may lead to volatile return streams. Low active share funds should not be excluded from asset allocators’ tool kit.