3264 results found

Given the key defensive attributes of Australian private debt, at this late cycle phase of the market, it should be included in all portfolios that are able to invest in illliquid assets.

Bob Sahota | 0.25 CE

It is vital to think about both the risk and opportunities that sustainable investing provides and define a framework that matches your investment beliefs.

Jane Wadia | 0.50 CE

The future is, by definition, uncertain, as are financial markets. To prosper in such an environment, we need to be emotionally agile in order to align our values and actions and, in turn, help investors achieve their financial goals.

Susan David | 0.75 CE

Portfolio Construction Forum Strategies Conference is THE investment strategies conference of the year. The jam-packed two-day program is designed and curated by our specialist, experienced and independent team, and features more than 40 leading investment thinkers from around the world, contributing their best ideas on on contemporary and emerging portfolio construction strategies, in the context of the theme "Future-proof portfolios?

A disciplined, scenarios-based approach to determining your views on the outlook for markets and then the asset allocation implications can help future-proof portfolios.

The CIE Chairs & CEOs Symposium 2018 (16-17 Aug 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 acceditation.

Future-proofing isn’t about guaranteeing an outcome. No strategy can do that. It's about implementing strategies today that increase the likelihood that multiple objectives, often with different time horizons, can be all achieved.

'Future-proof portfolios’ are entirely achievable. Given the complexity of developing retirement investment strategies, a ‘whole-of-portfolio’ approach and framework is warranted to achieve better long-term outcomes for clients.

The Conexus Best Practice Forum (7 August & 9 August 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 INSEAD/CFS Leadership and Client Centricity Program 2019 (5-7 August 2019) 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 acceditation.

If US bond rates go higher from here, it is likely to be in response to something we don't yet know, rather than what is already out there. Markets are not nearly as dumb as many suggest.

This week in Forum Fodder: Stephen Roach - QE turns 10; Tim Farrelly - How dumb are bond markets?; Jacob Mitchell – Interest rate assumptions dangerous; Peter Kim - Passive not the way in Asia; Gopi Karunakaran - Does fixed income diversify

Re-evaluate the conventional assumption that owning government bonds is inherently defensive and risk diversifying. At best, it's an expensive choice and at worst, it won't work.

November 2018 will mark the tenth anniversary of quantitative easing - undoubtedly the boldest policy experiment in central banking modern history. There are five key lessons learned from QE.

This week in Forum Fodder: Jim O'Neill - Global economy's uncertain future; David Knox - Why older Australian's save; Kej Somaia - Licence to tilt; Dean Stewart - Bonds more important than ever; Nik Dvornak - Europe, a long way to the top.

The Conexus Fixed Income & Credit Forum 2018 (24-25 July 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.

This week in Forum Fodder: Roubini - Trump may kill global recovery; Farrelly - Geopolitics to the fore; Bradley - 5 investment committee tools; Gillespie - On the cusp of an EM crash; Schowitz - Tech's impact in your investment choices...

An Investment Committee is key to a well-constructed portfolio. Your IC's toolbox must contain the appropriate tools, making governance a key pillar of your portfolio construction process.

There is quite a bit happening on the geopolitical front right now to concern markets. With all this uncertainty, the best thing to do is nothing. Sit tight and enjoy the show.

This week in Forum Fodder: Stephen Roach - politics trumps economics; Zenith - undiscovered fund; Amin Rajan - passive investing; Alex Wolf - China's Belt & Road less than meets the eye; Rob Mead - gear down risk allocation