The IMR Program Workshop 2017 (30 March) has been assessed and accredited by PortfolioConstruction Forum for CE hours. Delegates must confirm their attendance in order to receive CE acceditation.

The farrelly's User Group 2017 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.

Another growth scare has come and gone for the Chinese economy. The near-term prognosis for the Chinese economy is far more encouraging than most had expected. China is actually making rapid progress on the road to rebalancing.

Dr Woody Brock leads this week with an exclusive 15-minute video in which he debunks the myth that our living standards have declined. Berkeley Professor Eichengreen explains what "an impatient [US] president, frustrated and hemmed in on all sides" is likely to do. Michael Kitces argues that every retirement income strategy needs to address three key questions to satisfy our intrinsic (illogical) "hierarchy of retirement needs". Will Jackson covers demography specialist Richard Jackson's insights on how ageing in the developed world is increasing the risk of social upheaval in the developing world. And, we bring you Ron Temple's top five-rated presentation on why "the winds of change" sweeping through the markets are stronger than you think.

Dr Woody Brock leads this week with an exclusive 15-minute video in which he debunks the myth that our living standards have declined. Berkeley Professor Eichengreen explains what "an impatient [US] president, frustrated and hemmed in on all sides" is likely to do. Michael Kitces argues that every retirement income strategy needs to address three key questions to satisfy our intrinsic (illogical) "hierarchy of retirement needs". Will Jackson covers demography specialist Richard Jackson's insights on how ageing in the developed world is increasing the risk of social upheaval in the developing world. And, we bring you Ron Temple's top five-rated presentation on why "the winds of change" sweeping through the markets are stronger than you think.

It is time to properly account for risk characteristics of client’s most valuable asset - their human capital. This isn’t easy to implement and places practitioners in a difficult situation...

Research suggests we mentally account for income and assets with an intrinsic hierarchy of priorities - a "hierarchy of retirement needs". So retirement income strategies should be reframed to answer three questions.

Requiring investment managers to perform relative to a benchmark, including imposing tracking error constraints, causes short-term'ism.

Contrary to popular belief, western living standards have not declined in recent decades. Rather, government statistics failed to capture a key element of real GPD growth.

Global ageing will have significant effects over the next few decades as it reduces the economic power and geopolitical influence of developed nations, in turn increasing the risk of social upheaval in the developing world.

The Conexus Post Retirement Conference (15 March) 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.

The Conexus Post Retirement Conference (14 March) 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.

Chris Watling returns to Fodder this week with a 10-minute video insight, Prof J Bradford DeLong compares society's overall wealth today to the Agrarian Age, Tim Farrelly debunks the notion that negative gearing is the driver of high property prices and Will Jackson sums up how Markets Summit delegates converted the Faculty's insights into four practical portfolio construction decisions. Finally we feature Martin Conlon's top-rated presentation from Markets Summit 2017 in which he argues how to reposition Australian equity portfolios to protect against the risk of higher inflation and interest rates.

Chris Watling returns to Fodder this week with a 10-minute video insight, Prof J Bradford DeLong compares society's overall wealth today to the Agrarian Age, Tim Farrelly debunks the notion that negative gearing is the driver of high property prices and Will Jackson sums up how Markets Summit delegates converted the Faculty's insights into four practical portfolio construction decisions. Finally we feature Martin Conlon's top-rated presentation from Markets Summit 2017 in which he argues how to reposition Australian equity portfolios to protect against the risk of higher inflation and interest rates.

A more realistic view of the world is that price appreciation drives negative gearing - not the other way around. Abolish negative gearing and nothing much happens.

In this week's Fodder, Tim Farrelly, Jonathan Pain's top-rated presentation from our recent Markets Summit 2017 program, Bob Gay, Prof Jeffrey Sachs, Michael Kitces and Derek Thurp.

In thinking about the future of growth, and the opportunities that continued growth will open up for all of humanity, we should reflect on how far we have come.

The IMCA Seminar 1 2017 has been assessed and accredited by PortfolioConstruction Forum for ASIC RG104/105/146 compliance purposes CIMA certification requirements. Delegates must attest their attendance in order to receive CE acceditation.

Markets Summit 2017 delivered 20+ high conviction ideas on how the winds of change are affecting the outlook for economies and asset classes - and delegates were asked to convert the insights into four fundamental portfolio construction decisions.

In this week's Fodder, Tim Farrelly, Jonathan Pain's top-rated presentation from our recent Markets Summit 2017 program, Bob Gay, Prof Jeffrey Sachs, Michael Kitces and Derek Thurp.