Dr Woody Brock leads this week with an exclusive 15-minute video in which he debunks the myth that our living standards have declined. Berkeley Professor Eichengreen explains what "an impatient [US] president, frustrated and hemmed in on all sides" is likely to do. Michael Kitces argues that every retirement income strategy needs to address three key questions to satisfy our intrinsic (illogical) "hierarchy of retirement needs". Will Jackson covers demography specialist Richard Jackson's insights on how ageing in the developed world is increasing the risk of social upheaval in the developing world. And, we bring you Ron Temple's top five-rated presentation on why "the winds of change" sweeping through the markets are stronger than you think.
Dr Woody Brock leads this week with an exclusive 15-minute video in which he debunks the myth that our living standards have declined. Berkeley Professor Eichengreen explains what "an impatient [US] president, frustrated and hemmed in on all sides" is likely to do. Michael Kitces argues that every retirement income strategy needs to address three key questions to satisfy our intrinsic (illogical) "hierarchy of retirement needs". Will Jackson covers demography specialist Richard Jackson's insights on how ageing in the developed world is increasing the risk of social upheaval in the developing world. And, we bring you Ron Temple's top five-rated presentation on why "the winds of change" sweeping through the markets are stronger than you think.
Chris Watling returns to Fodder this week with a 10-minute video insight, Prof J Bradford DeLong compares society's overall wealth today to the Agrarian Age, Tim Farrelly debunks the notion that negative gearing is the driver of high property prices and Will Jackson sums up how Markets Summit delegates converted the Faculty's insights into four practical portfolio construction decisions. Finally we feature Martin Conlon's top-rated presentation from Markets Summit 2017 in which he argues how to reposition Australian equity portfolios to protect against the risk of higher inflation and interest rates.
Chris Watling returns to Fodder this week with a 10-minute video insight, Prof J Bradford DeLong compares society's overall wealth today to the Agrarian Age, Tim Farrelly debunks the notion that negative gearing is the driver of high property prices and Will Jackson sums up how Markets Summit delegates converted the Faculty's insights into four practical portfolio construction decisions. Finally we feature Martin Conlon's top-rated presentation from Markets Summit 2017 in which he argues how to reposition Australian equity portfolios to protect against the risk of higher inflation and interest rates.
In this week's Fodder, Tim Farrelly, Jonathan Pain's top-rated presentation from our recent Markets Summit 2017 program, Bob Gay, Prof Jeffrey Sachs, Michael Kitces and Derek Thurp.
In this week's Fodder, Tim Farrelly, Jonathan Pain's top-rated presentation from our recent Markets Summit 2017 program, Bob Gay, Prof Jeffrey Sachs, Michael Kitces and Derek Thurp.
This week's Fodder features Prof Niall Ferguson's presentation from Markets Summit, Prof Ken Rogoff explaining why Trump can't afford to bully China. Our own Will Jackson has written up his key takeouts from Finology Summit, and Michael Furey looks at the evidence of a link between Australian economic growth and equity market returns. And finally, we feature the WEF's founder, Klaus Schwab, on the impact of the fourth industrial revolution on how we will live, work and relate with one another.
This week's Fodder features Prof Niall Ferguson's presentation from Markets Summit, Prof Ken Rogoff explaining why Trump can't afford to bully China. Our own Will Jackson has written up his key takeouts from Finology Summit, and Michael Furey looks at the evidence of a link between Australian economic growth and equity market returns. And finally, we feature the WEF's founder, Klaus Schwab, on the impact of the fourth industrial revolution on how we will live, work and relate with one another.
In our first Fodder for the year, Jonathan Pain makes the case that 2017 is a year politics really matters to investing, while Mohamed El-Erian is on the same wave length. Dr Bob Gay gives his unique insider's view of what will cause the US Fed to raise rates, when and by how much. Michael Kitces explains how to properly integrate two dimensions of risk profiling into portfolios (don't use a simplistic questionnaire!). Lastly, our own Will Jackson reports on the hot topics debated by the group of 10 senior fund analysts on our Research Roundtable International program.
In our first Fodder for the year, Jonathan Pain makes the case that 2017 is a year politics really matters to investing, while Mohamed El-Erian is on the same wave length. Dr Bob Gay gives his unique insider's view of what will cause the US Fed to raise rates, when and by how much. Michael Kitces explains how to properly integrate two dimensions of risk profiling into portfolios (don't use a simplistic questionnaire!). Lastly, our own Will Jackson reports on the hot topics debated by the group of 10 senior fund analysts on our Research Roundtable International program.
In our final Fodder for 2016 Tim Farrelly explains why hybrids are not equities, Hamish Douglass offers his take on our Summit 2017 theme and then listen to Prof Niall Ferguson recap the events of 2016 and the implications for markets. India Avenue's Mugunthan Siva argues investors need to relook at why they have equities in portfolios and SSGA's Thomas Poullaouec explains why diversification is a "free drink". Finally, we end with a celebration of the life and times of the Forum's Security and Compliance Manager (aka office sausage), Schnitzel von Krumm.
In our final Fodder for 2016 Tim Farrelly explains why hybrids are not equities, Hamish Douglass offers his take on our Summit 2017 theme and then listen to Prof Niall Ferguson recap the events of 2016 and the implications for markets. India Avenue's Mugunthan Siva argues investors need to relook at why they have equities in portfolios and SSGA's Thomas Poullaouec explains why diversification is a "free drink". Finally, we end with a celebration of the life and times of the Forum's Security and Compliance Manager (aka office sausage), Schnitzel von Krumm.
Hard on the heels of last week's focus on values and investing - including the role of whistleblowers and the media - this week, Dom McCormick writes about the "real" IOOF "scandal", Dr Woody Brock dispels three myths and half-truths about the behavior of bond prices, The Forum's Will Jackson summarises geopolitical forecaster George Friedman's keynote address at the recent ASFA Conference, Michael Kitces's report on why retirees' may not need to save as much, and The Carlyle Group's Jason Thomas warns of the consequences to portfolios of central banks' "Mae West approach" to monetary policy.
Hard on the heels of last week's focus on values and investing - including the role of whistleblowers and the media - this week, Dom McCormick writes about the "real" IOOF "scandal", Dr Woody Brock dispels three myths and half-truths about the behavior of bond prices, The Forum's Will Jackson summarises geopolitical forecaster George Friedman's keynote address at the recent ASFA Conference, Michael Kitces's report on why retirees' may not need to save as much, and The Carlyle Group's Jason Thomas warns of the consequences to portfolios of central banks' "Mae West approach" to monetary policy.
This week's Fodder includes a new Resources Kit on the topic of values and investing, Dom McCormick on the post-Trump market rally, Harvard Professor Carmen Reinhart explains why investors are already voting with their feet in advance of the upcoming popular referendum in Italy, and Stephen Hayes outlines what investors should do in the face of overinflated real asset valuations.
This week's Fodder includes a new Resources Kit on the topic of values and investing, Dom McCormick on the post-Trump market rally, Harvard Professor Carmen Reinhart explains why investors are already voting with their feet in advance of the upcoming popular referendum in Italy, and Stephen Hayes outlines what investors should do in the face of overinflated real asset valuations.
Hundreds of thousands of words have been written about the "shock" of being Trumped. Now is an ideal time to challenge one of your portfolio construction beliefs - does geopolitics matter as a driver of the long-term outlook for markets (in a recent survey, 75% of our Members agreed it does). Or, do you believe it's in the "too hard" box?
Hundreds of thousands of words have been written about the "shock" of being Trumped. Now is an ideal time to challenge one of your portfolio construction beliefs - does geopolitics matter as a driver of the long-term outlook for markets (in a recent survey, 75% of our Members agreed it does). Or, do you believe it's in the "too hard" box?
