Investors should make no mistake. The key pillars of Trump's campaign are de-globalisation, higher fiscal spending, and protecting entitlements at current levels. What are the investment implications?

Chris Watling leads Fodder this week, arguing that Brexit may become another "1453 year" for the UK. Harvard's Professor Ken Rogoff writes about the two "best" ideas for dealing with the zero bound on interest rates. Marko Papic explains that populism in the laissez faire economies (US, UK) has far greater implications for investment strategies than in other regions. Michael Kitces shows why Active Share is so useful in assessing whether a manager's investment fee is reasonable. Finally, we feature Sam Mann's highly rated presentation from Conference 2016 in which he debunks some common misconceptions about liquid alternatives.

Chris Watling leads Fodder this week, arguing that Brexit may become another "1453 year" for the UK. Harvard's Professor Ken Rogoff writes about the two "best" ideas for dealing with the zero bound on interest rates. Marko Papic explains that populism in the laissez faire economies (US, UK) has far greater implications for investment strategies than in other regions. Michael Kitces shows why Active Share is so useful in assessing whether a manager's investment fee is reasonable. Finally, we feature Sam Mann's highly rated presentation from Conference 2016 in which he debunks some common misconceptions about liquid alternatives.

Markets are fixated on how high the Fed will raise interest rates in the next 12 months. This is dangerously shortsighted. The real concern should be how far it could cut rates in the next deep recession.

Five years after the Euro crisis, it's not just Europe we’re concerned about from a populist perspective but also the US and UK. Why is this is a real risk for investors?

Active Share can be an effective way to evaluate the appropriateness of a fund manager's fee. Low Active Share funds should come with index-fund-like fees.

Over the span of history, there are few years that can genuinely be considered as years on which the history of the world turned. BREXIT may be one for the UK.

Mohamed El-Erian kicks off this week's Fodder, followed by Dr Woody Brock's latest paper explaining why monetary policy alone was never going to cut it and Joe Tomlinson shows how moving to a variable retirement withdrawal strategy beats traditional fixed strategies. We also feature Dori Levanoni's top 10-rated presentation from Conference on why portfolios need an active currency policy, and lastly, Jamieson Coote Bonds challenges us to ask whether our defensive allocations are true-to-label.

Mohamed El-Erian kicks off this week's Fodder, followed by Dr Woody Brock's latest paper explaining why monetary policy alone was never going to cut it and Joe Tomlinson shows how moving to a variable retirement withdrawal strategy beats traditional fixed strategies. We also feature Dori Levanoni's top 10-rated presentation from Conference on why portfolios need an active currency policy, and lastly, Jamieson Coote Bonds challenges us to ask whether our defensive allocations are true-to-label.

The belief that innovative and extremely easy monetary policy on its own would restore a suitable level of economic growth and inflation was wrong, both in theory and in practice.

Variable withdrawal strategies for retirement spending are receiving more attention. Optimal asset allocations for such strategies are quite different to rules of thumb based on fixed withdrawal strategies.

This week in Fodder Tim Farrelly, Dr Oliver Hartwich, Mugunthan Siva, Alva Devoy from Fidelity's top-10 rated Conference presentation on Demographics and Epoch Investment Partner's Bill Priest explains the three key ingredients to his long, successful, active management record.

This week in Fodder Tim Farrelly, Dr Oliver Hartwich, Mugunthan Siva, Alva Devoy from Fidelity's top-10 rated Conference presentation on Demographics and Epoch Investment Partner's Bill Priest explains the three key ingredients to his long, successful, active management record.

The Australian sharemarket’s high weight to resource stocks is an accident of history and geography. A lower than market cap weight to resource stocks in portfolios seems much more sensible.

The IMF is right to warn that populism poses a serious threat to the global economy. What is really worrying is It is no longer only populists of Donald Trump's ilk who are delivering it. Mainstream politicians increasingly sound populist too.

Only 1 in 10 listed companies globally achieved sustainable, profitable growth over the decade. A disproportionate number had a founder still running the firm or who remains on the Board.

In Fodder this week, Hamish Douglass's 6-minute video Insight on why it's our duty to encourage investors to focus on the long-term. Chris Watling looks at whether the US is heading for recession, Michael Kitces explains how a "bond tent" can help manage sequencing risk, and watch Professor Ron Bird's top-10 rated Conference presentation. Finally, Lazard asks whether portfolios have enough global small cap equities.

In Fodder this week, Hamish Douglass's 6-minute video Insight on why it's our duty to encourage investors to focus on the long-term. Chris Watling looks at whether the US is heading for recession, Michael Kitces explains how a "bond tent" can help manage sequencing risk, and watch Professor Ron Bird's top-10 rated Conference presentation. Finally, Lazard asks whether portfolios have enough global small cap equities.

Perhaps the best way to manage sequence of return risk in the years leading up to retirement and thereafter is simply to build up and then use a reserve of bonds to weather the storm.

The Paul Woolley Centre Conference 2016 (6&7 Oct) has been assessed and accredited by PortfolioConstruction Forum for Forum CE hours. Delegates must attest their attendance in order to receive CE acceditation.