For most of the past decade, the growing spending power of China’s expanding middle class has fueled the global economy. Not so anymore.

Australian investors have a different perspective on foreign currency to investors elsewhere in the world, and this should be reflected in how local portfolios are built.

Our regular Forum Fodder email alerts Members to what's new with our blended live and online continuing education, accreditation and certification programs.

The Conexus Chair Forum 2019 (30 January to 01 February 2019) has been assessed and accredited by Portfolio Construction Forum for Forum CE hours. Delegates must confirm their attendance in order to receive CE accreditation.

We see three scenarios for 2019 - is it a benign outlook like 2016? A bubble bursting like 2000? Or will inflation accelerate?

The UBS "Fixed Income Considerations" Whitepaper (January 2019) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours.

If the EU were a soccer team, it would not lose games for lack of a plan or inadequate capacity. The problem is that the team is not playing cohesively, and the top players are struggling individually.

Our regular Forum Fodder email alerts Members to what's new with our blended live and online continuing education, accreditation and certification programs.

A recent research paper looks at the impact of "The Donald" on markets, while a second examines the impact of robo-advice on investor behaviour.

This paper studies the long-term returns of US equities to determine whether earnings yield is a reasonably reliable estimate of forward real returns. Understanding the interplay of growth, value and yield provides a framework for assessing investments.

Investors are entitled to believe that the industry has standards so that they can compare like with like - but obviously that's not the case.

Our regular Forum Fodder email alerts Members to what's new with our blended live and online continuing education, accreditation and certification programs.

An inflation target of a few percentage points may seem to promote stability - but we need to consider that it may have the opposite effect on the stability of our judgments.

This view has dominated finance theory for the last 50 years or so. But prices change because people trade, and those trades leave behind a trace of all the behavioural biases people bring.

The Conexus Researcher Forum 2018 (04 December 2018) has been assessed and accredited by Portfolio Construction Forum for Forum CE hours. Delegates must confirm their attendance in order to receive CE acceditation.

The SuperRatings & Lonsec Day of Confrontation 2018 (30 October 2018) has been assessed and accredited by Portfolio Construction Forum for Forum CE hours. Delegates must confirm their attendance in order to receive CE accreditation.

The Willis Towers Watson Thinking Ahead Institute 2018 (28 Nov 2018) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE accreditation.

The ASF Securitisation Professionals Forum 2018 (26-27 Nov 2018) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE accreditation.

The Conexus Fiduciary Investors Symposium 2018 (19-21 November 2018) has been assessed and accredited by Portfolio Construction Forum for Forum CE hours. Delegates must confirm their attendance in order to receive CE acceditation.

Our regular Forum Fodder email alerts Members to what's new with our blended live and online continuing education, accreditation and certification programs.