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?

Chris Watling leads Fodder this week, arguing that Brexit may become another "1453 year" for the UK. Harvard's Professor Ken Rogoff writes about the two "best" ideas for dealing with the zero bound on interest rates. Marko Papic explains that populism in the laissez faire economies (US, UK) has far greater implications for investment strategies than in other regions. Michael Kitces shows why Active Share is so useful in assessing whether a manager's investment fee is reasonable. Finally, we feature Sam Mann's highly rated presentation from Conference 2016 in which he debunks some common misconceptions about liquid alternatives.

Chris Watling leads Fodder this week, arguing that Brexit may become another "1453 year" for the UK. Harvard's Professor Ken Rogoff writes about the two "best" ideas for dealing with the zero bound on interest rates. Marko Papic explains that populism in the laissez faire economies (US, UK) has far greater implications for investment strategies than in other regions. Michael Kitces shows why Active Share is so useful in assessing whether a manager's investment fee is reasonable. Finally, we feature Sam Mann's highly rated presentation from Conference 2016 in which he debunks some common misconceptions about liquid alternatives.

Mohamed El-Erian kicks off this week's Fodder, followed by Dr Woody Brock's latest paper explaining why monetary policy alone was never going to cut it and Joe Tomlinson shows how moving to a variable retirement withdrawal strategy beats traditional fixed strategies. We also feature Dori Levanoni's top 10-rated presentation from Conference on why portfolios need an active currency policy, and lastly, Jamieson Coote Bonds challenges us to ask whether our defensive allocations are true-to-label.

Mohamed El-Erian kicks off this week's Fodder, followed by Dr Woody Brock's latest paper explaining why monetary policy alone was never going to cut it and Joe Tomlinson shows how moving to a variable retirement withdrawal strategy beats traditional fixed strategies. We also feature Dori Levanoni's top 10-rated presentation from Conference on why portfolios need an active currency policy, and lastly, Jamieson Coote Bonds challenges us to ask whether our defensive allocations are true-to-label.

This week in Fodder Tim Farrelly, Dr Oliver Hartwich, Mugunthan Siva, Alva Devoy from Fidelity's top-10 rated Conference presentation on Demographics and Epoch Investment Partner's Bill Priest explains the three key ingredients to his long, successful, active management record.

This week in Fodder Tim Farrelly, Dr Oliver Hartwich, Mugunthan Siva, Alva Devoy from Fidelity's top-10 rated Conference presentation on Demographics and Epoch Investment Partner's Bill Priest explains the three key ingredients to his long, successful, active management record.

In Fodder this week, Hamish Douglass's 6-minute video Insight on why it's our duty to encourage investors to focus on the long-term. Chris Watling looks at whether the US is heading for recession, Michael Kitces explains how a "bond tent" can help manage sequencing risk, and watch Professor Ron Bird's top-10 rated Conference presentation. Finally, Lazard asks whether portfolios have enough global small cap equities.

In Fodder this week, Hamish Douglass's 6-minute video Insight on why it's our duty to encourage investors to focus on the long-term. Chris Watling looks at whether the US is heading for recession, Michael Kitces explains how a "bond tent" can help manage sequencing risk, and watch Professor Ron Bird's top-10 rated Conference presentation. Finally, Lazard asks whether portfolios have enough global small cap equities.

This week, Fodder features Professor Jack Gray's top-10 rated Conference presentation, Nouriel Roubini and Stephen Roach on monetary policy, Stephen Kotkin on geopolitcs, and Pfau & Blanchett on the limits of Monte Carlo simulation.

This week, Fodder features Professor Jack Gray's top-10 rated Conference presentation, Nouriel Roubini and Stephen Roach on monetary policy, Stephen Kotkin on geopolitcs, and Pfau & Blanchett on the limits of Monte Carlo simulation.

This week, Fodder features the five top rated presentations from PortfolioConstruction Forum Conference 2016, each arguing a high conviction thesis around the theme, "The long and short of it (Is the concept of long-term investing increasingly irrelevant?)"

This week, Fodder features the five top rated presentations from PortfolioConstruction Forum Conference 2016, each arguing a high conviction thesis around the theme, "The long and short of it (Is the concept of long-term investing increasingly irrelevant?)"

In Fodder NZ this week Tim Farrelly, Michael Edesess, Tribeca Investment Partners and PIMCO's Doug Hodge challenge some common portfolio construction beliefs.

In Fodder this week Tim Farrelly, Michael Edesess, Tribeca Investment Partners and PIMCO's Doug Hodge challenge some common portfolio construction beliefs.

In Fodder this week - Bob Gay, Michael Kitces, J. Bradford DeLong, Michael Furey, and our pick of the Faculty papers from Conference 2016.

In Fodder NZ this week - Bob Gay, Michael Kitces, J. Bradford DeLong, Michael Furey, and our pick of the Faculty papers from Conference 2016.

This week, Fodder kicks off with our new Backgrounder exploring key concepts & issues in relation to managing the fundamental friction between long-term and short-term investing imperatives.

This week, Fodder NZ kicks off with our new Backgrounder exploring key concepts & issues in relation to managing the fundamental friction between long-term and short-term investing imperatives.

In Fodder NZ this week - Two faces of globalisation, great investors, and 400 years of investing.