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.

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.