The CIMA Society Seminar 4 2018 (27/28 June 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.

A fundamentally driven and benchmark unaware exposure to smaller companies within the emerging markets sector, this fund represents a unique way for investors to access emerging markets.

This week in Forum Fodder: Susan Lund – a corporate debt bubble?; Aaron Minney - most investors need to eat capital; Michael Furey - Investment faux pas; Tom Switzer - Don’t write off America; Douglas Isles - Beware the trifecta of desire

Since the GFC, the value of non-financial companies' outstanding bonds has nearly tripled. While a correction seems likely, the broad shift toward bond financing is actually a welcome development.

Over the years, I've seen countless portfolios. Virtually all have had a pre-defined asset allocation aligned to a risk profile. But occasionally, that's where the alignment ended.

Two recent academic papers focus on how advice provided to investors might be distorted. The first relates to the disposition effect; the second looks at the impact compensation on advice given.

This week in Forum Fodder: Robert Shiller – allure of new money; David Knox - longevity products; Herman Brodie - caring practitioners; Sonja Laud - cash the alternative asset class; Brett Gillespie - markets creak as yields creep higher.

Quantitative Tightening is jangling the nerves of investors around the world. It's unprecedented and so no-one knows for sure exactly how it will play out. But all the evidence points to QT being a non-event.

The Conexus Licensee Summit 2018 (4-5 June 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: Robert Shiller – allure of new money; David Knox - longevity products; Herman Brodie - caring practitioners; Sonja Laud - cash the alternative asset class; Brett Gillespie - markets creak as yields creep high

There are now nearly 2,000 cryptocurrencies, and millions of people worldwide are excited by them. As with past monetary innovations, a compelling story may not be enough.

New means test rules for pooled lifetime income products, together with development of CIPRs, have the potential to radically alter Australians' views on retirement income products.

Masterclass NZ is a post-graduate extension program focused on contemporary issues that are fundamental to building better quality portfolios. Each year, the one-day program features five research-based, active learning sessions.

The Conexus Fiduciary Investors Symposium 2018(22-23 May 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 Bloomberg Buyside Forum 2018 (16 May 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.

This week in Forum Fodder: Michael Kitces - Robo-advisors not the future; Nick Griffin - Do stocks outperform T Bills?; Ron Bird - Momentum investing; Aaron Minney - Advice in retirement; Ken Rogoff - Trump's normal Fed.

Eugene Fama described momentum investing as the one remaining market anomaly. A recent paper gives an explanation for it. Another shows it still offers high profits after implementation costs.

It is generally accepted that stock markets provide long-term outperformance over cash. However, a recent academic research paper reveals this is not the case for the majority of stocks since 1926.

This week in Forum Fodder: Dr Brock - impact of a trade war; Kaletsky - realism trumping populism?; Payden & Rygel - Phillips (man, myth, Curve); Furey - asset allocation to risk allocation; Stewart - place of bonds in a low yld world

President Trump's protectionist threats have raised the risks of a serious trade war, the first in over 80 years. It is assumed that this would materially impact US growth - but is that the case?