There is a new, evolving world order affecting asset prices. Game theory provides a framework for better assessing what’s happening and the implications for investing.

Global growth cannot tell you the best countries to invest in - but if 2011-2020 continues broadly as assumed, ERP is unlikely to stay at its current high.

Whenever clients are thinking about putting money that would have been invested into paying back their mortgage, they may be disadvantaging themselves.

Are low volatility equity funds something investors should be including in their portfolios? There are a range of issues to consider.

With 440,000 pre-registered to buy Mighty River Power, we asked some advisers about their view on the role of direct equities in investor's portfolios.

Is the bull market over for gold? I doubt it. The next phase could be quite explosive, particularly for the gold mining stocks.

In terms of raw value and potential upside, Japanese equities offer one of the more compelling opportunities.

Signs of a cyclical re-acceleration are emerging, but the upswing in China's economy is not firing on all cylinders.

Stephen discusses the rise of income investing and the advantages of global equities for income seeking investors. As a global energy specialist, he discusses the US shale energy revolution and industrial renaissance, before concluding with insights on the eurozone, and why it remains a significant and underappreciated threat to a global recovery.

Adrian will discuss global fundraising and the secondary market including secondary market supply/demand, the market participants, key challenges, market catalysts and how to gain easier access to this much misunderstood asset class.

This time Italy's political crisis really matters - and not just to Italy. For the troubled Eurozone, this means its crisis is not only back but worse than before.

The spotlight shone on the outlook for Australian equities in a 3-D world (deleveraging, demographics and (liquidity) damns - and the portfolio construction implications.

Australia's national income per person is the 5th-highest in the world. But the drivers of success are deteriorating.

The catalyst for improved sentiment for commodity-based equities will be a return of confidence and more stable political and economic environment.

Amidst the volatility and doomsday talk in China, Asia ex-Japan equities ended up as the best performing region in 2012. For 2013, the outlook for Asia continues to be positive.

World Investor New Zealand magazine gives the appearance of serious quality. What's interesting is what's not said as much as what IS said. Transparency and disclosure should be as stringent for investment publications as for investment advisers.

The FMA's latest AFA Monitoring Report makes interesting reading. The findings support our conclusion after our review of over 500 client files in the previous 12 months - that is, that many AFAs need to do a better job with Statements of Advice.

IFA and PortfolioConstruction Forum partner on professional development programs; Veteran financial adviser retires after 30 years; Regulator to undertake surveillance of research report providers

Earlier this month, Tony Vidler called for SOAs to be no longer than four pages. But others see no problem with quite lengthy statements, as financialalert found out when it surveyed some advisers on how they interpret Code Standard 6's requirement to communicate "clearly, concisely, and effectively."

Despite a sluggish US economy, drift toward recession in Europe, and China slowdown, global monetary policy means equities will continue to outshine bonds.