In all of '87, '98, '05 and '15, the US economy was close to full employment, inflation was tame, commodity prices low, EMs were under financial strain, volatility roiled financial markets, the US dollar was strong, and US monetary policy excessively generous. What followed?

This week's Fodder brings 3 short but powerful insights into the markets plus another "undiscovered fund" from Zenith.

This week's Fodder brings 3 short but powerful insights into the markets plus another "undiscovered fund" from Zenith.

Europe in 2015 stands at the crossroads. The euro crisis and the refugee crisis are testing the foundations of the European project. Even if the EU survives this challenge, it will be a much changed and probably much weaker.

The last few weeks have felt like riding on that old, antiquated rollercoaster – unexpected turns, harsh stops and, frankly, no clear sense of when the ride was going to end. Why have markets reacted so sharply, and what's ahead?

The Australian residential property market is stretched. But about to crash, triggering a recession? It's nuts and you can clearly see it's nuts.

In this week's Fodder - El-Erian & Kaletsky on oil plus 2 top rated presentations from Conference with Moshe Milevsky & Chris Watling

In this week's Fodder - El-Erian & Kaletsky on oil plus 2 top rated presentations from Conference with Moshe Milevsky & Chris Watling

The progress we have seen in European markets in 2015 is sustainable over the next 12 months. But, investors should temper return expectations and anticipate continued market volatility.

The outlook for developed credit markets, and in particular the US credit market, remains constructive. Here are Three reasons support the case for credit now.

Real return investing isn't too real at all, with big targets like CPI+5%. It is an objective that is not strongly linked to the reality of investment markets - so prepare for another investment approach aligned with disappointment.

To be clear, Europe is still one of the most developed, most prosperous, and most liveable places on earth. However, the cracks in Europe are clearly visible. It is a world region that made the past but will not make the future.

PortfolioConstruction Forum Strategies Conference 2015 featured a carefully selected faculty of more than 35 international and local portfolio construction experts offering their best high conviction ideas about critical portfolio "crossroads". Here are the highlights.

This week's Fodder picks up where last week's onstage PortfolioConstruction Forum Conference 2015 left off, by continuing to address our theme, "Crossroads - Dilemmas | Decisions".

This week's Fodder picks up where last week's onstage PortfolioConstruction Forum Conference 2015 left off, by continuing to address our theme, "Crossroads - Dilemmas | Decisions".

Conference 2015 featured a carefully selected faculty of more than 35 international and local portfolio construction experts offering their best high conviction ideas about critical portfolio "crossroads". This Resources Kit is a deluge of videos, podcasts, and papers for all sessions of the jam-packed program so you can "attend" and earn CPD.

Fears that China's economy is teetering on the edge of collapse are exaggerated. But it is slowing. And the slowdown will inevitably highlight problems that until now have remained largely hidden, triggering fresh bouts of market volatility.

If you want to understand falling oil prices, forget Chinese consumption and focus on Middle East production. And, if you want to understand the world economy, forget about stock markets - focus on the fact that cheap oil always boosts global growth.

This week's market correction is long overdue. It is also not over because the true underlying problems are much more serious than the commonly cited causes. And, at last, markets are teaching Xi and Li who in fact is the boss.

PortfolioConstruction Forum publisher, Graham Rich, shares a few words to wrap up Conference 2015...