New this week - Roubini on currency wars & McCormick on the debt unwind. Plus, earn CPD with articles from Dr Joanne Earl, John Hock & Scott Weiner

New this week - Roubini on currency wars & McCormick on the debt unwind. Plus, earn CPD with articles from Dr Joanne Earl, John Hock & Scott Weiner

The collapse in oil prices in the second half of 2014 is very large in a historical context. This paper explores the implications for portfolios.

In Fodder this week - Bill Gross on the end of the secular bull market, plus the latest "undiscovered fund" from Zenith.

New this week - Bill Gross on the end of the secular bull market, plus the latest "undiscovered fund" from Zenith.

This week's Fodder has an equities theme with Woody Brock, Cliff Asness, Michael Kitces, GaveKal and JP Morgan

This week's Fodder has an equities theme with Woody Brock, Cliff Asness, Michael Kitces, GaveKal and JP Morgan

To maintain "no taxation, no representation" deal with its people, China's leadership seems to be going down a path that'd see index funds as forced buyers of Chinese equities.

A surprise rate cut in November 2014 and investor expectations of further easing measures have triggered a strong rally in China equities - both A shares, and in the last three weeks, H shares. Can it last?

Our Forum Fodder NZ e-newsletter alerts Members to what's new on PortfolioConstruction.com.au and live progams. In Fodder NZ this week - Jack Gray on unknown unknowns plus low interest rates with Tim Farrelly, Bob Gay & Rob Mead

In Fodder this week - Jack Gray on unknown unknowns plus low interest rates with Tim Farrelly, Bob Gay and Rob Mead

These are words that I utter with the utmost caution - this time, it really is different. For something genuinely new to the modern experience, consider the curious case of collapsing equity volatility.

Investors often face unknown and even unknowable states of the world. How should we make investment decisions under ignorance?

Fodder is back this week with Dom McCormick and Oliver Hartwich, plus 3 pieces on active management

Fodder is back this week with Dom McCormick and Oliver Hartwich, plus 3 pieces on active management

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

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

After more than six years of near zero interest rates, the Fed seems set upon the long journey back to more normal monetary policy. What are the investment implications?

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.