With a growing number of central banks resorting to negative interest rates and the IMF acknowledging the risk of secular stagnation, investors could be forgiven for feeling nervous. Yet there is some evidence that the global economy may be at an inflection point.

With a growing number of central banks resorting to negative interest rates and the IMF acknowledging the risk of secular stagnation, investors could be forgiven for feeling nervous. Yet there is some evidence that the global economy may be at an inflection point.

Nearly every investor is confronting the challenge of how to invest in a low growth, low return environment. Investors must rethink portfolio construction.

The extreme thirst for yield has pushed the US high yield debt cycle into unchartered territory. It is approaching shakeout - with long/short opportunities amongst the beneficiaries of the current cycle.

Investors need to be wary that without much needed reform, structural weaknesses in many advanced and developing economies will be the ultimate determinant of longer-term returns.

The world seems an increasingly dangerous place, driven by uncertainty and conflict. Yet on many measures, the world is becoming safer. More than ever, investors need to filter out the noise and consider emerging geo-political developments shaping the world.

PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, opened Symposium 2016 in his usual thought-provoking (and entertaining) way.

China's credit-fuelled investment growth phase is reaching its end game and new sources of growth are needed to drive the economy.

Markets are focused on the economic cycle as an indicator of central bank actions. But inflation should be the most important macro indicator on the radar of investors.

More than ever, investors need to filter out the noise and consider the geo-political developments which are shaping the world.

Most economists continue to view the economic future as more rosy (if their forecasts of economic acceleration are any guide) while the Fed is implicitly saying the same by raising rates and forecasting further rate rises. But there are three main reasons caution.

Monte Carlo analysis is the most common tool used to project portfolio values - yet it has an optimistic bias that sizeably underestimate required retirement savings.

In Fodder this week - Niall Ferguson, Dominic McCormick, Olivia Engel, James Lear, and Alex Wolf's Markets Summit presentation.

In Fodder this week - Niall Ferguson, Dominic McCormick, Olivia Engel, James Lear, and Alex Wolf's Markets Summit presentation.

George Soros may be wrong about global deflation for four reasons. But if Trump wins the Republican nomination and then the presidency, all bets will be off.

Registration at the PortfolioConstruction Forum Program is subject to the following terms and conditions...

Fodder leads with Professor Niall Ferguson, reflecting on the lessons history provides for those supporting "Brexit". Plus more from Marko Papic, Wade Pfau, Bob Gay, & Rob Mead.

Fodder leads with Professor Niall Ferguson, reflecting on the lessons history provides for those supporting "Brexit". Plus more from Marko Papic, Wade Pfau, Bob Gay, & Rob Mead.

The lesson of history is that British isolationism is a trigger for continental disintegration. A vote for Brexit will mean Britain will have to "Breturn" sooner or later, to sort out the ensuing mess.

Notwithstanding an extended period of stability this year, the Chinese Yuan remains fairly high on investors' lists of global risk factors. Perceptions of vulnerability remain and are worth addressing.