In Fodder NZ this week - Chris Watling's key takeouts from Markets Summit 2016, plus Micahel Furey, Jonathan Pain, Anatole Kaletsky & Jacob Mitchell

In Fodder this week - Chris Watling's key takeouts from Markets Summit 2016, plus Micahel Furey, Jonathan Pain, Anatole Kaletsky & Jacob Mitchell.

Very few believe that past prices can tell you something about the future but there is a somewhat remarkable consistency to the trend of the Australian equity market returns over the last 45 years.

In a cyclical sector like commodity, deja-vu abounds for those with a long memory. As the outlook improves, equities usually rally before commodity prices, responding to improved demand forecasts.

The extreme thirst for yield has pushed the US high yield cycle into unchartered territory. In a clear case of déjà vu (replace "subprime" for "high yield"), the cycle has reached the shakeout phase.

Investors must make choices in an increasingly complex environment - and that complexity has substantial and varied effects on the decision to opt out of a portfolio choice.

The extreme thirst for yield has pushed the US high yield cycle into unchartered territory. In a clear case of déjà vu (replace "subprime" for "high yield"), the cycle has reached the shakeout phase. It's time to sell/short the beneficiaries.

In Fodder this week - Nouriel Roubini, Woody Brock, Bob Gay, Dom McCormick, Louis-Vincent Gave, and Oliver Hartwich. Plus an announcement about our strategic partnership with IMCA.

In Fodder this week - Nouriel Roubini, Woody Brock, Bob Gay, Dom McCormick, Louis-Vincent Gave, and Oliver Hartwich. Plus an announcement about our strategic partnership with IMCA.

There's a high likelihood that global equities are already in a Bear Market. If so, assessing the likely end of the Bear Market becomes critical. Most importantly is the need to forecast the end of the recession.

Three demographic megatrends support a number of structural growth themes that allow identifiable companies to benefit from strong and compounding cash returns over investible timescales.

In Fodder NZ - Markets off to an ''interesting'' start with articles from Gave and Papic, plus Farrelly and Kitces.

In Fodder - Markets off to an ''interesting'' start with articles from Gave and Papic, plus Farrelly and Kitces.

The FSC has called for a cut in the company tax rate to 22%, funded by an increase in the GST. It's hard to see why FSC made this call, particularly given that its stated number one priority is "working to improve the well-being of all Australians".

2016 has started poorly for the global economy - and horribly for markets. A number of negative themes are ascendant, whereas the positive ones are either pausing or petering out.

In Fodder NZ this week - Markets and Managers with Mohamed El-Erian, Woody Brock, Bob Huebscher, Michael Furey and Ashley O'Connor

In Fodder this week - Markets and Managers with Mohamed El-Erian, Woody Brock, Bob Huebscher, Michael Furey and Ashley O'Connor

In Fodder NZ this week - Dom McCormick on illiquid assets, Michael Kitces on goal risk tolerance plus articles from Jon Shead, Dr Marcel Erni and Fidelity Worldwide Investment.

In Fodder this week - Dom McCormick on illiquid assets, Michael Kitces on goal risk tolerance plus articles from Jon Shead, Dr Marcel Erni and Fidelity Worldwide Investment.

In Fodder NZ this week - terrorism and rate rises with Oliver Hartwich, Marko Papic, Charles Gave, Tony Crescenzi and Robert Gay