The Conexus Fiduciary Investors Symposium 2018(22-23 May 2018) has been assessed and accredited by Portfolio Construction Forum for Forum CE hours. Delegates must confirm their attendance in order to receive CE acceditation.

This week in Forum Fodder: Michael Kitces - Robo-advisors not the future; Nick Griffin - Do stocks outperform T Bills?; Ron Bird - Momentum investing; Aaron Minney - Advice in retirement; Ken Rogoff - Trump's normal Fed.

This week in Forum Fodder: Dr Brock - impact of a trade war; Kaletsky - realism trumping populism?; Payden & Rygel - Phillips (man, myth, Curve); Furey - asset allocation to risk allocation; Stewart - place of bonds in a low yld world

This week in Forum Fodder: Tim Farrelly - Markets not pricing rates to revert; Bob Gay - Policy blunders; David Knox - Misunderstanding life expectancies; Brett Gillespie - Ignore the noise; Alex Duffy - Risk mismatch the big mistake.

This week in Forum Fodder: El-Erian - global trade wars; Rebecca Sherlock – ESG and infrastructure; Bianca Ogden - disruptive tech in healthcare; Aaron Minney - retirement spending; Prof Ron Bird - performance, fees, active managers

Around the world, smaller companies are benefitting from robust economic growth, low base rates and balance sheet flexibility. Investors should focus on opportunities in Japan and Europe.

Was the recent market volatility predictable? Was the volatility exogenous or endogenous in nature? What lies ahead as regards inflation and interest rates?

The CIMA Society Seminar 1 2018 (21/22 February 2018) has been assessed and accredited by Portfolio Construction Forum for Forum CE hours. Delegates must confirm their attendance in order to receive CE acceditation.

Managed accounts have become increasingly popular with approximately A$40bn in assets. Prepare to ride the managed accounts tsunami or be left in its wake.

Structural change and the resulting earnings growth will always outrun interest rates in the long run, so as change continues to accelerate, investors need growth equities in their portfolio.

Every generation or so, things (in the economics world) break. We're probably at or close to one of those once-in-a-generation moments. Watching monetary indicators is key.

CIMA Central helps you meet your obligation to complete and report a minimum of 40 hours of CE credit (including two ethics hours) every two years to maintain your CIMA certification.

The return of wage growth across the industralised world has significant implications for markets and central bank policy - and spells the end of the 30-year rally in bonds.

While some still firmly believe that values and ethics have no part to play in investing, the tide is turning. Values play a vital role in investment and business decisions - and, increasingly, investors care about more than just financial returns.

The IMCA Seminar 8 2017 (22 November 2017) has been assessed and accredited by Portfolio Construction Forum for Forum CE hours. Delegates must confirm their attendance in order to receive CE acceditation.

This week, Fodder starts with Ruth Richardson's presentation from our recent Strategies Conference. Nouriel Roubini gives his take on why inflation has not picked up, despite global growth accelerating. Dr Bob Gay argues that the Fed is only a little behind the curve. Tim Farrelly takes aim at the belief that Australian investors should reduce their Aussie equity holdings and we end with Professor Ron Bird reviewing two "colourful" recent investment research papers.

This week, Fodder starts with Ruth Richardson's presentation from our recent Strategies Conference. Nouriel Roubini gives his take on why inflation has not picked up, despite global growth accelerating. Dr Bob Gay argues that the Fed is only a little behind the curve. Tim Farrelly takes aim at the belief that Australian investors should reduce their Aussie equity holdings and we end with Professor Ron Bird reviewing two "colourful" recent investment research papers.

Xi Jinping would like to oversee China’s rise to regional dominance - but the US, Japan and India will not allow China alone to dominate the region.

Ensuring your investment process incorporates sustainability factors - climate change, global food shortages, water shortages, and poverty, as well as safety, management and governance scandals - adds up to better outcomes.

The outcome of selecting an active management strategy will likely be greater when both the creativity and predictability of the candidate are considered in equal measure.