This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, explores the three most common post-retirement issues and argues that an equities allocation can be modified to provide a better balance than alternative strategies that just focus on high yielding stocks to arrive at a strategy better-suited to today’s retirees...

The allure of high cash deposit rates against current low inflation is strong - however, on a longer-term view, cash is unlikely to meet client requirements. This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, discusses how to actively manage the trade-off between the risk and return of different asset classes in an uncertain economic environment...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, highlights the knowledge needed to approach the commodities asset class, and examines macroeconomic and long-term drivers of prices within the sector...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that risk factors underpinning classic hedge fund trading strategies - hedge fund risk premia - are investable and can enhance portfolio construction and risk management...

This Due Diligence Forum Research Paper, presented at the 2011 Conference, argues short-duration bonds are attractive during rising interest rate periods, offering potential for inflation protection and a yield advantage over cash and other low duration assets...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, examines how to boost returns on portfolios using liquid strategies available to Australian investors, and concludes with a take on asset allocation that is radically different from that practiced currently...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that the Australian bond market continues to provide a reliable real return with relatively low volatility, and asks 'are we deep in the woods or is there a way out?'

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that investors must consider the merits of a “pure” direct exposure to emerging markets in their global opportunity set...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, examines various equity portfolio risk strategies, such as stock-specific risk management and hedging techniques, and whether diversification is still an effective risk management tool...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that as emerging markets wages increase significantly, core CPI in many developed world economies will rise, forcing central banks to revisit interest rate settings - and therefore, positioning portfolios for the prospect of rising inflation is critical...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that China's path to growth is unsustainable, and highlights which economies, sectors and industries in the Asia Pacific region will benefit most from China's transformation and which will be most at risk...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors...

A concise update on the challenges for global fixed income markets over the next six months, including the US and European debt situation, and rising inflation in emerging markets...