741 results found

The first of these two papers provides a comprehensive review of the several thousand papers written on ESG investing and investment performance, while the second looks at downside risk reduction.

Ron Bird | 2.00 CE

This Research Roundtable focused on the Warakirri Diversified Agriculture strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.

1.50 CE

With ever greater participation in superannuation, the accumulated sum held those entering retirement is often significant. But do older people have the cognitive ability and financial acumen to invest effectively?

Ron Bird | 2.00 CE

Despite widespread criticism of the efficient markets hypothesis, development of comparably broad alternatives has been lacking. One promising direction is the adaptive markets hypothesis which seeks apply the concepts and methods of ecology and evolutionary biology to financial market dynamics.

Rob Hamshar | 2.50 CE

The latest national census reveals that Australia is a nation determined to change direction. This will re-shape Australia's economic and cultural landscape and influence the way that practitioners build multi-asset portfolios capable of meeting the long-term financial goals of Australians.

As a new age of economic localisation reunites place and prosperity, practitioners must understand the implications for economies and societies - and for portfolio construction.

Rana Foroohar | 0.75 CE

With geopolitical tensions on the rise, portfolio construction practitioners need a framework for making sense of the cacophony of geopolitical risks with the eye towards generating investment-relevant insights.

Marko Papic | 0.75 CE

Post Covid, the inflation equation has changed between the East and the West. Diverging monetary policy settings and subsequent future economic growth favour the East in a world where the future ain't what it used to be.

Andrew Swan | 0.50 CE

The future ain't what it used to be – that's just noise. Listed Global REITs provide investors with a competitive return profile and diversification from equities, a compelling reason for allocations in portfolios.

Andrew Parsons | 0.50 CE

The future ain't what it used to be, so capital allocators should look beyond arbitrary benchmarks and combine a thematic universe with the structural benefits of small cap investing.

David Sullivan | 0.50 CE

Practitioners must remain open-minded and continuously challenge their portfolio construction beliefs, techniques and tools. This session addressed three contemporary portfolio construction issues: We must use a risk-based framework for portfolio design; The value rotation has just begun; and, ESG ratings undervalue climate solutions…

The case for investment-grade corporate bonds replacing traditional sovereigns as a core allocation is strengthening with the income opportunity of this sub-asset class being the brightest it's been in years.

Harry Phinney | 0.50 CE

The regime has changed. We know from experience that diversified portfolios are robust in a disinflationary world. But some portfolios may not be so robust in an inflationary world. The future is definitely not what it used to be.

Al Clark | 0.50 CE

If the question is how to achieve an attractive risk-adjusted return through all economic environments, then private debt is the answer. The future ain’t what it used to be - except for private debt.

Andrew Lockhart | 0.50 CE

There is increasing traction for the idea that, to succeed in today's complex, uncertain world of investing, practitioners must embrace alternative investment strategies. But are they all they're made out to be?

Investors began 2022 in bullish form however rising inflation concerns combined with Russia's invasion of Ukraine soon soured the mood. More than ever, practitioners need to understand the key secular and structural forces impacting on markets and the portfolio construction implications.

In stage two of our hypothetical Investment Committee meeting, three economists describe and debate three plausible, forward-looking economic and market scenarios that have a reasonable probability of occurring during the next two to three years.

The seismic shift in economic, social and political themes means the future ain't what it used to be – rendering the 60/40 portfolio inadequate.

Razvan Remsing | 0.50 CE

Investing and engaging for change, committing to tackling the climate-related risks that threaten the future of the planet is our duty or our future ain't what it used to be!

Ecaterina Bigos | 0.50 CE

Private equity as an asset class is one of the longest-term strategies. Setting up a solid top-down framework is key to successful private equity portfolio construction.

Pauline Wetter | 0.50 CE