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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.

Retirement income planning is a relatively new field that differs from traditional wealth accumulation. Eight key ideas serve as a manifesto for my approach to retirement income planning.

We expect the US election to start mattering to markets at the end of August, once the two candidates are chosen. Policy uncertainty will rise and the US equity risk premium with it.

Retirees and their pensions are being sacrificed for what now passes as "the greater good." ZIRP has created a massive problem for retirement savers and pension fund managers. NIRP will make their problem worse.

In Fodder this week - NIRP - is it the death knell for retirement? With Tim Farrelly, Woody Brock, John Mauldin, Joanne Earl, and Joanne Warner

In Fodder this week - NIRP - is it the death knell for retirement? With Tim Farrelly, Woody Brock, John Mauldin, Joanne Earl, and Joanne Warner

I awoke to read three pieces in the papers. These items contained news that would have surprised nobody, had global economic and market commentators been doing their job of properly interpreting the news.

The worlds of business, investing, and sports are awash in numbers, yet we rarely pause to consider what makes for a suitable statistic.

Diversification, stats and unconventional monetary policy, with articles from Michael Kitces, Michael Mauboussin, Oliver Hartwich & Nouriel Roubini. Plus Bob Gay's presentation from Markets Summit 2016.

Diversification, stats and unconventional monetary policy, with articles from Michael Kitces, Michael Mauboussin, Oliver Hartwich & Nouriel Roubini. Plus Bob Gay's presentation from Markets Summit 2016.

You may have concluded by now that the euro crisis is over. If you are a realist, however, you would be looking at two figures and know that we are still right in the middle of the euro crisis. And it has become permanent.

Even multi-asset-class portfolios aren't always really diversified. Being properly diversified means always having to say you're sorry about some investment that's not moving in the same direction as the rest.

Unconventional monetary policies have themselves become conventional. Monetary policymakers will have to continue their fight with a new set of "unconventional unconventional" policies.

In Fodder this week - Michael Furey, Robert Gay, Anatole Kaletsky, Oliver Hartwich, & Mugunthan Siva. Get invloved in the conversation & have your say!

In Fodder this week - Michael Furey, Robert Gay, Anatole Kaletsky, Oliver Hartwich, & Mugunthan Siva. Get invloved in the conversation & have your say!

One might argue that Australia's high dividend yield, currently lower PE Ratio and generally smaller companies means the Australian equity market behaves like a global small cap with a value style tilt. Is that true?