3295 results found

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.

Ron Bird | 1.00 CE

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.

Nick Griffin | 1.00 CE

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?

Investors are increasingly questioning the continued relevance of bonds in their portfolios. But bonds offer enhanced diversification qualities during times of low growth, low inflation and market uncertainty.

Dean Stewart | 0.75 CE

he Willis Towers Watson Ideas Exchange 2018 (01 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 acceditation.

The Investment Management Research Workshop (12 April 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.

That's the view that Guy Debelle, Deputy Governor of the RBA, outlined in a recent speech. It's a timely warning - but what do we do with it? I think it depends on your investment time horizon, as do so many investment decisions.

This week in Forum Fodder: Tim Farrelly - Markets not pricing rates to revert; Bob Gay - Policy blunders; David Knox - Misunderstanding life expectancies; Brett Gillespie - Ignore the noise; Alex Duffy - Risk mismatch the big mistake.

Nearly all recent initiatives of the Trump administration will prove to be macroeconomic blunders. The time has come to upgrade the credit quality of investment portfolios and to focus on the currencies of creditor countries.

Robert Gay | 0.50 CE

As we consider the life expectancy of many clients, we should not be using any number in the 80s. A figure closer to 95 is both more realistic and provides a little buffer in case the individual lives longer than the average.

This week in Forum Fodder: El-Erian - global trade wars; Rebecca Sherlock – ESG and infrastructure; Bianca Ogden - disruptive tech in healthcare; Aaron Minney - retirement spending; Prof Ron Bird - performance, fees, active managers

Recent research examines the performance of active bond managers, and the impact of performance fees on returns of active equity funds and private equity funds.

Ron Bird | 1.00 CE