3261 results found

We're often told that the answer to managing sequencing risk lies in locking into low volatility, low return strategies. It’s nuts and you can clearly see it’s nuts!

The Brexit referendum is about where the British see the best chances for their future. The 'Out' camp has the better arguments. The EU needs Britain more than Britain needs the EU.

The policy response to a hugely levered global economy has turned to a discussion of money creation to fund fiscal stimulus. The cure is not going ever more unconventional.

In Fodder NZ this week - Dom McCormick's view of annual investment outlooks, and the top 3 rated Markets Summit 21016 presentations, featuring Chris Watling, Hamish Douglass and Ron Temple

In Fodder this week - Dom McCormick's view of annual investment outlooks, and the top 3 rated Markets Summit 21016 presentations, featuring Chris Watling, Hamish Douglass and Ron Temple

I am increasingly coming to the conclusion that the vast majority of annual investment outlook pieces are frequently useless to the average investor or adviser.

In Fodder NZ this week - Chris Watling's key takeouts from Markets Summit 2016, plus Micahel Furey, Jonathan Pain, Anatole Kaletsky & Jacob Mitchell

In Fodder this week - Chris Watling's key takeouts from Markets Summit 2016, plus Micahel Furey, Jonathan Pain, Anatole Kaletsky & Jacob Mitchell.

Very few believe that past prices can tell you something about the future but there is a somewhat remarkable consistency to the trend of the Australian equity market returns over the last 45 years.

It was another great Markets Summit from PortfolioConstruction Forum last week. My key takeout is that correctly assessing China's future is one of the top three, if not the top, of our global priorities at this juncture.

Quite a few investors think that the current decline in equity markets is analogous to 2011, which we remember as the depths of the eurozone sovereign debt crisis. Do you think the current environment is like 2011? I don't.

Finology Summit 2016 is THE behavioural finance (and much, much more) masterclass of the year. Our 2016 program featured a stellar lineup of international and local finology experts leading workshops on finology issues in the giving and receiving of quality investment advice.

Markets Summit 2016 featured a stellar lineup of international and local experts offering their best high conviction idea/thesis around the Markets Summit theme - is it deja vu (all over again)? - and the resulting portfolio construction decision(s) that must be made.

Delegates determined their key takeouts from the day's program, and actions to take to further improve the way they relate with individual investors - and/or help others who must do so.

The conventional tactics of asking questions to gain trust during client meetings are based on faulty and outdated assumptions. Five conversational recipes are needed to achieve a trust trifecta.

Use clients' choices to recover both their true preferences and their financial sophistication and the impact of complexity on client decision-making.

State Street's 2015 Retirement Survey interviewed 1200 Australians, to understand the psychology of Australian retirees and the opportunity to engage and boost confidence.

It's a sad fact that not everyone adjusts well to retirement. It's estimated that about one third of retirees have problems adapting after leaving full time work. So why do some people fail to adapt? A Dynamic Resource Model provides a potential solution.

Joanne Earl | 1.00 CE

Research in finology, neurology and psychology consistently reveal that our decisions are disrupted by an array of biases and irrationalities. Merely being aware of these shortcomings doesn’t fix the problem. The real question is ‘how can we do better?’