This paper revisits the relationship between economic growth and equity market returns. Much of the literature has focused on the US so this analysis includes Australia and the UK, too.

Markets Summit 2017 delivered 20+ high conviction ideas on how the winds of change are affecting the outlook for economies and asset classes - and the implications for portfolios. Here are our key takeouts.

This week's Fodder features our own Will Jackson's write up of his key takeouts from Tuesday's jam-packed Markets Summit 2017.

This week's Fodder features our own Will Jackson's write up of his key takeouts from Tuesday's jam-packed Markets Summit 2017.

The key to influencing investors is to have the right mindset, build the right skillset and apply the right toolset.

A formal, written spending policy can help investors focus on what's really important - will they meet their goals?

This workshop will help you develop a clear, communicable, logical and understandable investment philosophy, deciding what's important and what's not.

Clients benefit from understanding the investment journey. Having prepared responses to scenarios improves the chance of success.

Our panel discusses the steady stream of disruption around the delivery of financial advice.

The key trait for relating to investors in the future will be the one skill that our brains are not programmed to receive from a computer - empathy.

Can clients easily change their behaviour? The theory of planned behaviour can help to promote real change and convert intentions into outcomes.

Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. What does it all mean for the outlook for the markets?

Regulatory tailwinds, fee pressure, unbridled experimentation around the delivery of advice - it's a steady stream of disruption. Ironically, technology is both our poison and antidote.

The tectonic plates of the political and economic landscape are rupturing. Brace yourselves for a wild and entertaining ride...

US-China relations under President Donald Trump will be turbulent. This will be testing for an economically interdependent region.

Applying discipline, fact and data to the assembly of a portfolio leads to investment opportunities overlooked by many who pursue their 'feelings' rather than data.

Markets have run hard in recent months on speculative exuberance. However, the critical question is will President Trump prove to be a tailwind, or a headwind for the global economy?

The tectonic plates of the political and economic landscape are rupturing. Brace yourselves for a wild and entertaining ride...

Bond-sensitive stocks now form a record 60% of the ASX's market cap. Australian equity investors should hold a greater proportion in real-asset stocks and reduce exposure to artificially inflated financial stocks.

US-China relations under President Donald Trump will be turbulent. This will be testing for an economically interdependent region.