Retirement is just one phase in life. This paper provides some interesting insights into mandatory superannuation and its implications for pre- and post-retirement consumption.

For much of the past four decades, the key to investing success was to stay long (and get longer!) risk assets. Even in the changed environment of 2020-2024, going with the flow was a good strategy most of the time. But is that still the case? Strategies Summit 2025 (Wed-Thu 20-21 Aug) will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies to help you build better quality portfolios.

The key to the near-term outlook is not US tariffs or the Iran war but their geopolitical interplay. This year's twin shocks make a global recession look increasingly likely.

While the impact of US trade tariffs will be far less than investors fear, broad portfolio diversification is paramount and indexed strategies are no longer appropriate.

The 1973 Yom Kippur War and Iran's Islamic Revolution in 1979 led to a massive spike in oil prices that fuelled severe stagflation. This time is likely to be different for many reasons.

Understanding the drivers of and outlook for the markets is essential to multi-asset, multi-manager investing (MAMMI). However, MAMMI is full of traps. As the saying goes "It's simple, it's just not easy!".

While there is a grain of truth in many of the arguments supporting the claim that private credit is set to blow up, most are vastly overblown or, where correct, can easily be managed.

In an industry saturated with greenwashing, woke-washing, whitewashing, and other appeals to our ethical sensibilities, moral courage is a critical virtue for upholding high ethical standards and building societal trust.

The recent surge in government bond yields raises a critical question - should corporations lock in debt at current interest rates before they rise further?

There is growing public alarm about how generative AI might obliterate industries and professions. What's often overlooked is that the first major victim will undoubtedly be the technology sector itself.

Welcome to the farrelly's Dynamic Asset Allocation New Zealand subscriber only area...

The farrelly's Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", farrelly's long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

Welcome to the farrelly's Dynamic Asset Allocation Australian subscriber only area...

The farrelly's Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", farrelly's long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

Welcome to the Thinking Differently About Markets subscriber only area...

This lecture instructs IMAC candidates on the characteristics of hedge fund investments.

This lecture instructs IMAC candidates on the characteristics of digital asset investments.

Thinking Differently about Markets is a subscription service that enables a deeper and more realistic understanding of economic and financial dynamics, empowering greater clarity and agility in portfolio construction. It will help you create robust portfolios by deepening your understanding of how economies and markets really work.

Private market assets can complement traditional equity and fixed income allocations, helping investors participate in the upside of favourable equity markets while mitigating drawdowns in difficult ones.

When economists celebrate the 250th anniversary of the publication of Adam Smith's The Wealth of Nations next year, President Trump's mercantilism will constitute an incongruous backdrop.