In Fodder this week: the first of a series of online "Philosophy Lectures". Linda Jakobson explains why China's ambitions to dominate the region will be thwarted. Jim O'Neill discusses oil prices. Charles Sampford, Jack Gray and Clare Payne weigh in on values and investing, and Charles Hamieh debunks the myths around the risk of investing in EM infrastructure.

There is evidence to suggest that the uptick in global growth and developments in Saudi Arabia will push the price of oil as high as $80 in the coming year.

During the past three months, a salient topic of debate has been whether the so-called Phillips Curve is relevant in today's disinflationary environment. The debate is important to investors.

The "anomalies" literature is the scientific foundation for quantitative asset management. But as three recent papers point out, "p-hacking" is only the beginning of anomalies research problems.

Magellan is innovating again, this time raising money for what's been called a "monster" closed-end listed investment trust (LIT) with features that dramatically raise the bar for the standard model of closed end listed investment vehicles.

Researchers propose a range of improvements to traditional time-based rebalancing, including threshold and cash flow strategies, designed to increase effectiveness and efficiency.

This paper explores the issues and challenges associated with longevity and sequencing risk, especially in the current market environment, and examines how alternative investments offer investors potential solutions for these risks.

Investors often shy from investing in “non-traditional” sources of Risk Premia, but to maximise the probability of achieving positive excess returns, a well-diversified and risk-controlled mix of Risk Premium strategies is essential.

The growing belief that the US has entered an era of permanently low economic growth, due in large measure to an alleged 50% reduction in productivity growth, is wrong. Both real growth and productivity growth have been strong, not weak.

After six months, we can more confidently assess the prospects for the US economy under Trump's administration. Like his presidency, paradoxes abound.

Recently, Fed Chair Janet Yellen expressed dismay that inflation has remained persistently below the Fed's target of 2%. Will low inflation derail the Fed's exit strategy?

Discretion in setting monetary policy has had a checkered history. Ironically, the debate on rules vs discretion is heating up just as the FOMC sets a course for unwinding its extraordinary policy measures.

Fodder starts with two very different perspectives on interest rates. First, Tim Farrelly arguing Central Banks should be applauded. Then, Yale's Stephen Roach argues that today's central banks are even more impotent than they were in the 1930s. Michael Kitces highlights a new research study that debunks the belief that holding cash is something to avoid. Rob Arnott et al debunk the myth that there is a correlation between stock returns and the political party in power. And, finally we feature the top-10 rated presentation by Colonial First State Global Asset Management's Stephen Halmarick at Markets Summit 2017 on Trump the game changer.

Fodder starts with two very different perspectives on interest rates. First, Tim Farrelly arguing Central Banks should be applauded. Then, Yale's Stephen Roach argues that today's central banks are even more impotent than they were in the 1930s. Michael Kitces highlights a new research study that debunks the belief that holding cash is something to avoid. Rob Arnott et al debunk the myth that there is a correlation between stock returns and the political party in power. And, finally we feature the top-10 rated presentation by Colonial First State Global Asset Management's Stephen Halmarick at Markets Summit 2017 on Trump the game changer.

The classic view of cash when investing is that it's something to minimise. But a recent study found that we're just not content without a healthy allocation to cash. In fact, pushing investors to put all their cash to work increases their financial stress.

We ignore history at great peril. The latest disappointment for inflation-targeting central banks is really not a surprise after all.

Masterclass NZ is a post-graduate extension program focused on contemporary issues that are fundamental to building better quality portfolios. The one-day program is comprised of five research-based, active learning sessions:

In the next year, a more robust and persistent global recovery will depend largely on whether policymakers avoid mistakes that could derail it.

This week, we bring you the third and final installment of Dr Woody Brock's review of the three key risks facing investors, Tim Farrelly then shows that despite their critics, the ratings agencies do a wonderful job of assessing companies. Urban Carmel then debunks the myth that indexing is a threat to market stability and Yale's Stephen Roach looks at the implications (and the irony) of China's new global push. Finally we feature Jeremy Lawson's excellent Markets Summit presentation on the "dire" implications for risk assets of the rising wave of populism.

This week, we bring you the third and final installment of Dr Woody Brock's review of the three key risks facing investors, Tim Farrelly then shows that despite their critics, the ratings agencies do a wonderful job of assessing companies. Urban Carmel then debunks the myth that indexing is a threat to market stability and Yale's Stephen Roach looks at the implications (and the irony) of China's new global push. Finally we feature Jeremy Lawson's excellent Markets Summit presentation on the "dire" implications for risk assets of the rising wave of populism.