Does our character manifest itself in our investing decisions? This Resources Kit presents 10 key research papers, presentations and opinion pieces around what determines values, how values impact ethics and behaviour, and the relationship to trust.

I wonder whether this post-Trump market rally and associated bullish economic and market narrative will come to be seen as one of the more prominent historical examples of poorly timed and lazy market groupthink.

Hundreds of thousands of words have been written about the "shock" of being Trumped. Now is an ideal time to challenge one of your portfolio construction beliefs - does geopolitics matter as a driver of the long-term outlook for markets (in a recent survey, 75% of our Members agreed it does). Or, do you believe it's in the "too hard" box?

Trump offered entertainment, Clinton a documentary. Entertainment trumps facts every time. Now we need to re-calibrate portfolios to reflect the new fiscal and economic reality of a Trump Presidency.

Hundreds of thousands of words have been written about the "shock" of being Trumped. Now is an ideal time to challenge one of your portfolio construction beliefs - does geopolitics matter as a driver of the long-term outlook for markets (in a recent survey, 75% of our Members agreed it does). Or, do you believe it's in the "too hard" box?

According to most commentators, Trump's election signifies the end of the West, the international post-War framework, or the United States. I beg to differ.

A Trump administration means a significant shift in Washington policy for at least the next four years. There are five key areas in which Trump's policy decisions could have an economic impact.

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.