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?

In the last 10 years, many companies from emerging economies have closed the corporate governance gap relative to their developed market counterparts. Such companies find themselves in a sweet spot.

No one expected the FOMC to change its policy rate from 0.25% to 0.50% this month - but this month's meeting still provided plenty of unusual twists that warrant serious thought.

This week, we start with two seemingly diametrically opposed views on the impact of sequencing risk and how to manage it, from Tim Farrelly and Michael Kitces. Plus Chris Watling, Oliver Hartwitch & Moshe Milevsky.

This week, we start with two seemingly diametrically opposed views on the impact of sequencing risk and how to manage it, from Tim Farrelly and Michael Kitces. Plus Chris Watling, Oliver Hartwitch & Moshe Milevsky.

Sequencing risk is just as relevant for accumulators as it is retirees. Decreasing growth asset exposures in the lead up to retirement may be a very appealing risk management strategy.

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