The infrastructure asset class, when defined in a disciplined manner, generates reliable earnings - and for the foreseeable future, earnings of infrastructure assets should continue to be reliable.

Despite interest rates being at historic lows, there are thousands of dividend income opportunities amongst global companies that can provide income for a desirable retirement lifestyle.

A range of cognitive biases leads investors to generally overestimate their skill. A long-term investment strategy simply compounds this problem. A long-short investment structure can improve outcomes.

Investors are increasingly short term in their orientation. An arbitrage opportunity exists for managers with a longer investment horizon.

Tracking error constraints on active management focus on short-term outcomes and don't align with most investor goals, which are longer term. A low tracking error portfolio can often lead to an unfavourable outcome for end investors.

The listed infrastructure market provides investors with a broad, deep and liquid range of infrastructure investment opportunities.

A satellite allocation to global small caps can increase portfolio efficiency over the long term.

Change is pervasive, whether at macro, sector or stock level. This argues for an approach that does not favour any particular investment style.

SMSF portfolios appear inefficient – creating an opportunity to either increase returns for the current level of risk or reduce risk for the existing return.

Managing the fundamental friction between short-term and long-term investing imperatives is a key challenge when building portfolios. This Backgrounder explores some of the key concepts and debates.

In portfolios with international exposure, there are times when currency returns dominate overall performance. This paper analyses the currency hedge decision from the perspective of an Australian investor with international exposure.

Bond market Cassandras proclaim the formation of a supernova, warning of the investment perils. It's time to spurn this talk, and stick with the core, defensive anchor provided by global fixed income.

In Fodder NZ this week - Two faces of globalisation, great investors, and 400 years of investing.

In Fodder this week - Two faces of globalisation, great investors, and 400 years of investing.

The world of investing and business has seen a great deal of change in the past 30 years. Investors face a slew of psychological challenges. Here are the 10 attributes I believe to be the hallmark of a great investor.

Since the birth of the modern stock market in 1602, investment culture has moved from a return focus to a risk focus, and back. What can investors in the 21st century learn from four centuries of investment history?

It has become accepted, conventional wisdom that investors underperform their investments by timing those investments badly. But this new conventional wisdom must be debunked.

Research suggests that we have remarkably little insight into our future preferences. So a challenge of goals-based investing is that we save towards a goal that isn't what we want when the time comes.

In Fodder this week - Tim Farrelly, Michael Kitces, Nouriel Roubini, Bill O'Grady, and Invesco Perpetual.

In Fodder this week - Tim Farrelly, Michael Kitces, Nouriel Roubini, Bill O'Grady, and Invesco Perpetual.