Brokers hire a great many analysts to write and publish detailed analysis on corporate earnings forecasts. It's right to focus on earnings, but the level of delivered growth is less important than the surprise in growth (positive or negative).

The transition a net zero emission economy offers risks and opportunities for investors. Infrastructure is a simple way to benefit from the transition to a net zero emission economy and represents a multi-decade growth opportunity.

Today, many of the leading companies servicing emerging market economies have superior earnings growth to developed market peers, with many trading even cheaper than at the height of the Covid market turmoil.

The primary criticism directed at those who think about the future is that it's an act of futility. But thinking about how the future may unfold has proven to be a useful way to make decisions amidst radical uncertainty.

Investment-grade corporate bonds can improve portfolio risk-adjusted returns. A focus on the highest quality global corporate bonds will provide opportunities for investors to capture future income, as well as add a defensive anchor within portfolios.

Private Equity pooled returns have been attractive while also less volatile than investing in a single fund or fund-of-funds. Enabling investors to "buy the private market" would complement portfolios just like in public markets.

Small Caps have underperformed large cap peers in recent times however cyclical factors today and a rebound in domestic risk sets up for the reemergence in Australian Smalls.

As professionals we need to stand with our clients and share our voice to ensure risk-aware approaches part of our investment landscape.

The Investing Roundtable explored key challenges and opportunities that practitioners should be thinking about when building quality multi-asset, multi-manager portfolios.

The young are better able to navigate VUCA owing to their natural growth and learning mindset. In an environment where investors can do anything, just not everything, we can all benefit from adopting a youth mindset.

Markets have undergone a regime shift - to prosper, we need to understand the factors that will be crucial to building multi-asset portfolios capable of delivering financial wellbeing in the years ahead.

Strategies Conference 2023 "You can do anything, just not everything!" will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, to help you build better quality portfolios. Join us Wed-Thu 23-24 August 2023 at the live studio, a live site or via live stream.

This is Part One of our annual three-part Strategies Conference Investment Committee hypothetical. Our
independent consulting firm has provided a global economic outlook for the next three years, using a scenarios-based economic modelling philosophy.

Beyond a near-term sluggish outlook for global growth, practitioners should think about three key forces which will drive long-term market risks and opportunities.

Achieving equity like returns with much lower risk and equivalent liquidity is the holy grail that is now on offer from high yield.

Since central banks abandoned their ultra-loose monetary policies, currencies once again offer a source of investment returns, as well as portfolio diversification.

For the first two decades of their life, hedged funds produced outstanding returns on average. For the past 20 years, it's not been so good. In this Spotlight, we review the reasons why, and whether there are any hedge funds worthy of inclusion in portfolios.

Strategies Conference will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, to help you build better quality portfolios. Today, as we continue to navigate the structural shift to an inflationary, higher interest rate investment regime in a volatile, uncertain, complex and ambiguous world, it stands to reason that portfolio strategies must continue to evolve from what worked in the prior "lower for longer" regime. But, common wisdom warns us against throwing the baby out with the bathwater. Prioritising the most important changes to make to investment objectives, asset allocation, currency management, manager selection and blending, and portfolio risk management is key – because you can do anything, just not everything!

Advice Engagement is a framework that helps advisers focus on understanding their clients' needs and improving their outcomes, by improving the likelihood that the client will accept and follow the advice.

While the US dollar's share of global foreign exchange reserves is in long-term decline, the currency's dominance will continue despite the rising risk of embedded inflation.