Having grown strongly over the last 20 years, a new study shows infrastructure investment will continue over the next two decades. It is a secular trend with long-term opportunities.

The growing belief that the US has entered an era of permanently low economic growth, due in large measure to an alleged 50% reduction in productivity growth, is wrong. Both real growth and productivity growth have been strong, not weak.

When it comes to the active versus passive investment debate, many investors believe the answer is black or white. But the issue is deeper than that.

While the use of a discount rate to compare strategies or choices that are dispersed or occur over time is useful, the proper discount rate is the investor's expected rate of return, means that the "right" discount rate will vary from one person to the next.

The Conexus Best Practice Forum (08 Aug 2017) has been assessed and accredited by Portfolio Construction Forum for Forum CE hours. Delegates must attest their attendance in order to receive CE acceditation.

After six months, we can more confidently assess the prospects for the US economy under Trump's administration. Like his presidency, paradoxes abound.

In Fodder this week - Inflation, Roach on China's resilience, market anomalies & irrationality, Farrelly on ASIC on hybrids

In Fodder this week - Inflation, Roach on China's resilience, market anomalies & irrationality, Farrelly on ASIC on hybrids

Recently, Fed Chair Janet Yellen expressed dismay that inflation has remained persistently below the Fed's target of 2%. Will low inflation derail the Fed's exit strategy?

Forecasters find it difficult to resist superimposing the outcomes in major crisis-battered developed economies on China. It has been the wrong approach in the past; it is wrong again today.

Two new studies provide widespread evidence of mispricings/irrationalities across world equity markets. One in particular provides valuable insight into managing risk in equity investing.

This Guide aims to assist practitioners develop their investment policy framework, by providing a checklist of issues to consider, and publicly available examples from institutions in Australia and globally.

The IMCA Au Seminar 5 (11/12 Jul 2017) has been assessed and accredited by PortfolioConstruction Forum for Forum CE hours. Delegates must attest their attendance in order to receive CE acceditation.

In a low growth, low inflation, low interest rate and low yield environment, a cyclical economic upturn presents opportunities in asset classes such as equities and real estate

It's become conventional wisdom that under-performance is due to the irrational investment behavior of individuals. It's time to question whether conventional wisdom has even a scintilla of meaning.

Discretion in setting monetary policy has had a checkered history. Ironically, the debate on rules vs discretion is heating up just as the FOMC sets a course for unwinding its extraordinary policy measures.

We ignore history at great peril. The latest disappointment for inflation-targeting central banks is really not a surprise after all.

Analysis of 5 international stock markets shows no correlation between stock returns and the political party in power.

The IMCA Australia Seminar 4 2017 "Appointing Investment Managers (Operational Due Diligence)" has been assessed and accredited by PortfolioConstruction Forum for Forum CE hours. These can be used to help meet the CE/CPD requirements of 15 regulators, associations, institutes and designations – including ASIC RG104/105/146 requirements and CIMA certificants’ CE commitment. Delegates must attest their attendance in order to receive CE acceditation.

Masterclass NZ is a post-graduate extension program focused on contemporary issues that are fundamental to building better quality portfolios. The one-day program is comprised of five research-based, active learning sessions: