In Fodder this week - Kitces, Edesess and Roe, plus earn CPD with 2 top rated presentations from Conference 2015

In Fodder this week - Kitces, Edesess & Roe, plus earn CPD with 2 top rated presentations from Conference 2015

Arguably, the future of designing portfolios for accumulators in particular is that the asset class and sector exposures of the portfolio should be adjusted around the risk/return characteristics of the worker's job.

Fodder today offers two opposing perspectives on how best to build the debt side of retirees' portfolios with Farrely and Pfau plus Papic, Roubini and Jonathan Pain's top 10-rated presentation.

Fodder today offers two opposing perspectives on how best to build the debt side of retirees' portfolios with Farrely and Pfau plus Papic, Roubini and Jonathan Pain's top 10-rated presentation.

The influx of refugees and economic migrants from Africa, Asia, and the Middle East appears as broad-based as the ancient migrations that defined Europe throughout history. Europe needs migrants from a purely economic perspective.

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 - 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.