1. An extraordinary year

    My bottom line for 2014 is that investors should be overweight global equities, underweight bonds. My biggest call? China's stockmarket could be the best performing.

    Jonathan Pain | 06-12-13 | More
  2. Fortune favours the well informed

    A year ago, the world was salivating at the prospect of current account deficits in the developing world. Now, it's terrified. It's a terrific investment opportunity.

    Bruce Stout, Aberdeen Asset Management | 05-12-13 | More
  3. What's a fair return?

    What's a very good long-term return from equity markets? What's fair? Take for example, Sigma Pharmaceuticals.

    Simon Mawhinney, Allan Gray | 27-11-13 | More
  4. The logical ability to outperform the market

    Efficient market theory claims you can't beat the market. Seductive as it is, this claim is incorrect, as research makes clear.

    Woody Brock | 26-11-13 | More
  5. It's time to look to alternatives

    It's now time to start looking into alternatives to equities and bonds.

    Tim Farrelly | 25-11-13 | 2 comments | More
  6. Managing 3 shock risks for the next decade

    Three key shock risks will affect investors over the next decade, requiring a real difference in how we construct portfolios for retirement.

    Nick Bullman, CheckRisk | 30-10-13 | More
  7. Dead cat bounce - the failure of macroeconomics

    What makes this cycle so different? Five reasons - two are quite conventional, three are not. With proper economic policies, good times could lie ahead for the West.

    Woody Brock | 08-10-13 | More
  8. Insights from Jackson Hole

    The recent Jackson Hole Federal Reserve Conference was my 10th or 11th. I saw a fascinating disconnect between policymakers and the markets.

    Hon. Dr Pippa Malmgren, DRPM Group | 16-09-13 | 3 comments | More
  9. It really IS different this time

    I'm used to being alone and against consensus. I believe the next decade is going to see the strongest level of global economic growth anyone today has seen.

    Jonathan Pain | 10-09-13 | More
  10. Abe's third arrow

    Abenomics brought rapid policy change to Japan and its economy is showing signs of improvement. More change is needed but it could work out nicely.

    David Hale, David Hale Global Economics | 03-09-13 | More
  11. The next head of the Fed

    There is intense speculation as to who will be the next chair of the US Fed.

    David Hale, David Hale Global Economics | 27-08-13 | More
  12. What you'll do next - big data and mining the human network

    A growing army of data scientists is mining patterns from our online activity. What are the implications for investment?

    Bradley Betts, BlackRock | 22-08-13 | More
  13. The rise of Indonesia

    Indonesia's rise is one of the big stories of the Asian century, a future great power in Asia, just behind China and India. Indonesia may matter as much to Australia investors as China and the US.

    Manu Bhaskaran, Centennial Asia Advisors | 22-08-13 | More
  14. Lifecycle investing - my key takeouts

    All of the Conference sessions are building blocks for this session which helps delegates determine the key takeouts from the jam-packed program and actions delegates should take when building investor portfolios.

    Tim Farrelly, Angela Ashton, David Bell | 22-08-13 | More
  15. The third dimension

    To build a truly diversified portfolio, you need to consider alternative investments as a third dimension alongside equities and fixed income.

    Sam Mann, K2 Advisors | 22-08-13 | More
  16. Absolute return investing – building a portfolio to last

    Multi-asset absolute return investing offers more certainty of achieving the right outcome for clients and portfolios which are more sustainable through an investor’s life stages.

    Christopher Nichols, Standard Life Investments | 22-08-13 | More
  17. Main St vs Wall St - fundamentals vs fads

    A fundamental-based approach to equity index investing can be a powerful way to reduce risk and improve performance over the investment lifecycle.

    Chris Brightman, Research Affiliates | 22-08-13 | More
  18. ROEs, PEs and investment fallacies

    Top performing shares often display a high ROE, while poor performing shares display the reverse - making ROE a superior valuation input to PE ratios.

    John Abernethy, Clime | 22-08-13 | More
  19. Tailoring exposures for the Australian investor

    Australians have sought offshore diversification for years. The logical extension is to think more deeply about how to make offshore exposures complement local ones.

    Michael Blayney | 22-08-13 | More
  20. The global agriculture equity opportunity

    Agricultural equities is the 'third leg' of the global natural resources sector, joining energy and mining.

    David Whitten, 90 West Asset Management | 22-08-13 | More
  21. Real return funds: are they better than traditional balanced funds?

    Real return funds with their more dynamic and go-anywhere structures are designed to be able to navigate through difficult and normal times. Can they really deliver?

    Anne Richards, Aberdeen Asset Management | 22-08-13 | More
  22. Investing for a lifetime

    If you're making investments you can't sell for 10 years, how do you go about selecting them? What lessons can be learned from history?

    Peter Wilmshurst, Franklin Templeton Investments | 22-08-13 | More
  23. The lure of simplicity - equities in an outcomes-based world

    Simplifications taken in building Australian equity strategies may result in a portfolio that doesn't achieve what it's been designed to do, particularly in relation to income and volatility.

    Rudi Minbatiwala, Colonial First State | 22-08-13 | More
  24. Does lending to debtors make sense?

    Allocating to countries with net wealth rather than net debt can lead to superior portfolio outcomes.

    Andy Seaman, Stratton Street Capital | 22-08-13 | More
  25. Managing real return risk

    Under the lifecycle investing approach, real return outcomes are the most crucial measure of investment outcomes. But managing real return risk involves thinking differently about what risk really means in portfolios.

    Tim Farrelly | 22-08-13 | More
  26. Why emerging markets are attractive today

    The first argument for investing in emerging markets is that's where the growth is. That said, high economic growth does not necessarily imply high stock returns.

    Prof. Burton Malkiel, Vanguard Investments | 22-08-13 | More
  27. Japan & China - turning the tables

    China needs to embrace a stronger RMB - can it become the EM's Duetsche Mark - while Japan has embarked on a structurally weak yen, with profound implications for the rest of the world.

    Louis-Vincent Gave, GaveKal | 22-08-13 | More
  28. South East Asia - the comeback kid

    Reforms undertaken after the 1997 crisis drive the economic resilience of South East Asia today. Going forward, cyclical risks exist, but the region is set to do better still.

    Manu Bhaskaran, Centennial Asia Advisors | 22-08-13 | More
  29. The implications of China's new proactive diplomacy

    China has a very new type of leader. It is in the sphere of domestic politics and economic policy, in particular, that the extent of Xi's power and his policy preferences are unclear. The signals have been mixed.

    Linda Jakobson | 22-08-13 | More
  30. Enhancing clients' human capital

    For most, human capital is the most important source of financial capital and consumption through life. Nurturing, managing and protecting it is of paramount importance.

    Graham Long, The Wayside Chapel | 21-08-13 | More
  31. Global demographics and portfolio construction fundamentals

    The world is going through a period of demographic shift that is without parallel in history - with six investment sectors advantaged.

    Amlan Roy, Credit Suisse | 21-08-13 | More
  32. I've been thinking about managing longevity risk

    At a practical level, how can we manage the risk of a client not maintaining their desired standard of living in retirement because they have lived longer than expected?

    Tim Farrelly | 21-08-13 | 2 comments | More
  33. A multi-speed world

    Recorded exclusively for PortfolioConstruction Forum PIMCO's Mohammed El-Erian discusses QE, and whether Australia can continue to escape the new normal.

    Mohamed El-Erian | 21-08-13 | More
  34. I've been thinking about safe withdrawal rates

    The rule of thumb 4% pa safe withdrawal rate has proven fairly robust in ensuring most retirees don't run out of money, but it is coming under pressure in the current environment.

    Michael Kitces | 21-08-13 | More
  35. I've been thinking about managing return risk

    Managing sequencing risk - the risk of poor or negative returns near or around retirement age when a portfolio is at its largest and most vulnerable - is a critical component of lifecycle investing.

    Michael Drew, Griffith Business School | 21-08-13 | More
  36. A century of evidence of trend following investing

    Is the strong performance of trend-following strategies a statistical fluke of the last few decades or a more robust phenomenon over a wide range of economic conditions?

    Gregor Andrade, AQR Capital Management | 21-08-13 | More
  37. Portfolio construction post retirement - it's not all about income

    Yield hungry investors would do well to take stock of their real investment objectives before making the headlong plunge into rapidly appreciating high yielding stocks and bonds.

    Greg Cooper, Schroders Australia | 21-08-13 | More
  38. Demographics - a powerful investment driver

    Today's younger generation will become tomorrow's older generation. This predictability makes demographic shifts the single most powerful investment force of our time.

    Nicky Stafford & Hilary Natoff, Fidelity Worldwide Investment | 21-08-13 | More
  39. Asset allocation in decumulation - can you ignore valuations?

    In constructing a portfolio to help clients meet their retirement goals, practitioners need to factor in the three most significant risks. A logical, valuation-based approach can help.

    Richard Carter, Allan Gray | 21-08-13 | More
  40. Retirement monies - what to do?

    Baby boomer retirees need an investment approach that delivers the income they need and maintains the ability to meet their other objectives too.

    Aaron Minney | 21-08-13 | More
  41. Lifecycle investing - an Australian context

    Recorded exclusively for PortfolioConstruction Forum, Prof. Jack Gray explains why lifecycle investing concepts needs adaptation for Australia.

    Prof Jack Gray, UTS | 21-08-13 | More
  42. Preserving income and capital during drawdown

    As investors move into decumulation, infrastructure can make a meaningful contribution to portfolios.

    Nick Langley | 21-08-13 | More
  43. GFC = -27%. Try again

    The traditional balanced fund for retirement investing resulted in a GFC return of -27%. It's time to put in place a new approach to plan for THE future as opposed to A future.

    Dan Farley, State Street Global Advisors | 21-08-13 | More
  44. Get the inside edge – accessing pure equity investments

    Australian investors can get better returns and increase the transparency of the companies they invest in, by including unlisted equity in portfolios.

    Stefan Naef, Partners Group | 21-08-13 | More
  45. Converting volatility to yield - managing your return profile

    Traditional unit trust structures can be disadvantageous to clients seeking higher income. New options better manage this from both an investment and structure perspective.

    Jason Petras, BT Investment Management | 21-08-13 | More
  46. The search for yield without compromising capital

    To fill the income void, investors need not look much further than Australia's liquid and ever-growing bond market which, unlike the majority of the developed world, still offers positive real rates.

    Robert Mead, PIMCO | 21-08-13 | More
  47. Investing for income vs wealth

    Exclusively for PortfolioConstruction Forum, Nobel laureate Robert Merton discusses moving to an income goal for the retirement phase of an investor's lifecycle.

    Prof. Robert Merton, Dimensional Fund Advisors | 21-08-13 | 1 comment | More
  48. Four key lifecycle investing challenges

    Lifecycle investing differs from more traditional approaches to financial planning in a number of important ways - but it is not without its challenges.

    David Bell, St Davids Rd Advisory | 21-08-13 | 3 comments | More
  49. A defining challenge for our age

    Recorded exclusively for PortfolioConstruction Forum Conference, Larry Fink argues that if we don't address the challenges of increasing longevity, it will be an expensive blessing.

    Larry Fink, BlackRock | 21-08-13 | More
  50. The nature of negative returns

    Recorded exclusively for PortfolioConstruction Forum, Sonal Desai argues it's vital to distinguish between sources of negative bond returns.

    Sonal Desai, Franklin Templeton Investments | 21-08-13 | More
  51. The macro lifecycle

    Like people, economies and markets have lifecycles. This global macro economic, geopolitical and market scene setter looks at where we are in the macro lifecycle and implications for portfolios.

    Hon. Dr Pippa Malmgren, DRPM Group | 21-08-13 | More
  52. Managing the money-weighted return problem

    Recorded exclusively for PortfolioConstruction Forum, Alan Brown argues that what really matters to people is money-weighted rates of return.

    Alan Brown, Schroders | 21-08-13 | More
  53. Lifecycle Investing - accumulation, decumulation

    Better quality portfolio construction must take a whole of life focus, considering accumulation and decumulation as equally important phases of one continuous process.

    Graham Rich, PortfolioConstruction Forum | 21-08-13 | More
  54. Addressing the investor/portfolio risk mismatch

    There will be a significant focus by investors in the future to address the mismatch between their risk profile and the risk level of their portfolios.

    David Saunders, K2 Advisors | 20-08-13 | More
  55. Improving financial planning outcomes

    In an ideal world, clients would immediately implement the advice they're given. The real world is very different, of course. The growing body of behavioral finance and psychology research can help.

    Michael Kitces | 07-08-13 | More
  56. Is Japanese QE a bridge to nowhere?

    Via its QE program, Japan has committed $100 billion toward infrastructure spending. Is it a bridge to nowhere?

    Mike Trudel, BlackRock | 25-07-13 | More
  57. What's the point of great advice if no one takes it?

    This presentation discusses what advisers from around the world are doing to ensure their clients are more likely to implement the recommendations of their financial adviser.

    Michael Kitces | 18-07-13 | More
  58. Is macro giving way to micro again?

    Big event risk is less important today than back in 2008 and 2009, when investing was all about whether the world was going to melt down. It's now important to focus on the micro.

    Hamish Douglass, Magellan Financial Group | 17-07-13 | More
  59. Longevity in the age of Twitter

    In this talk Larry Fink paints an interesting picture of the trends, challenges and issues resulting from retirement funding, and the impact on the global economy in future.

    Larry Fink, BlackRock | 08-07-13 | More
  60. Getting micro about the macro

    Diversification across asset classes didn't hold up well under the blowtorch of the GFC. Allocating across risk factors, rather than asset classes, can lead to better diversification.

    Chris Campisano, BlackRock | 05-07-13 | 1 comment | More
  61. Brazil and beyond

    LatAm is a relatively unexplored investment landscape that has some long-term advantages compared to Asia or emerging Europe.

    Igal Magendzo, Itau Asset Management | 25-06-13 | More
  62. Buckle up

    I continue to be positive on the broader global economic backdrop - but buckle up and prepare for some turbulence over the next few months.

    Jonathan Pain | 17-06-13 | More
  63. Will resources be the next high yield sector?

    Some lament the end of the mining boom - but resources company dividends payout ratios may now rise.

    Don Hamson, Plato Investment Management | 11-06-13 | More
  64. Don't sail in murky waters?

    When all the risks are plain to see, investors understandably become cautious. But often, the very best time to buy is when the risks are well and truly known.

    Tim Farrelly | 07-06-13 | 2 comments | More
  65. The great value divide

    Parts of the private equity market are offering three times the return of high yield debt, for a third less risk.

    Urs Wietlisbach, Partners Group | 07-06-13 | More
  66. The idea for the next decade

    Often with investing, simple ideas work best. Last decade, the name of the game was to front run Chinese investors. For the next decade, the story is different, and even simpler.

    Louis-Vincent Gave, GaveKal | 24-05-13 | 1 comment | More
  67. Symposium 2013 - key takeouts

    The key takeouts and actions to take when building investor portfolios.

    22-05-13 | More
  68. Understanding retirement sequencing risk

    What really does, and does not, cause a retirement plan to run out of money? The true danger for many is not a market crash or black swan event.

    Michael Kitces | 22-05-13 | More
  69. Meeting the longevity challenge

    Misjudging longevity can have a very detrimental impact quality of retirement. A strategic approach is needed to better manage longevity implications for portfolios.

    David Williams, My Longevity | 22-05-13 | More
  70. The way forward for NZ listed property

    Property’s attractive characteristic as an asset class is that it is able to deliver relatively stable revenue streams, with a growth profile in line with inflation. This presentation and paper discuss listed property in the context of the New Zealand market and give some perspective on the sector’s track record over the last cycle.

    Craig Tyson, OnePath NZ | 22-05-13 | More
  71. What does an elevated ERP mean for investing?

    A changing Equity Risk Premium has implications beyond considering allocations to equities and bonds. This presentation and paper consider the factors that might drive a change in the Equity Risk Premium and ask - If elevated ERPs fall, which sectors and stocks might benefit the most? What implications might that have for investing?

    Andrew Bascand, Harbour Asset Management | 22-05-13 | More
  72. Capital preservation in a rising rate environment

    For nearly 30 years bond yields globally have fallen, generating significantly positive returns to investors - but with yields near record lows and global growth improving, this is unlikely to continue. This presentation and paper explore the development of the NZ fixed income market and consider ways for investors to better protect themselves against the growing risks.

    Grant Hassell, AMP Capital NZ | 22-05-13 | More
  73. Longevity is opportunity

    Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured a panel of experts debating the opportunities and possibilities created by the aging population via the resulting seismic shift in health care, jobs, education, housing, transportation, technology, travel, consumer products and entertainment.

    22-05-13 | More
  74. Identifying the right wave

    Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Mohamed El-Erian talking about how investing is fundamentally like being a surfer.

    Mohamed El-Erian | 22-05-13 | More
  75. Australasia in the Pacific Century

    As the centre of the world economy is shifting towards the Pacific, New Zealand and Australia are facing great opportunities. But are we ready to embrace them? Or are we not even aware of them? Both New Zealand and Australia should embrace economic reforms to make the most of their favourable geopolitical situation.

    Oliver Hartwich, The New Zealand Initiative | 22-05-13 | More
  76. The great degeneration

    Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Niall Ferguson talking about the great degeneration.

    Niall Ferguson | 22-05-13 | More
  77. Two forces driving markets

    Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Nouriel Roubini talking about the two forces driving investment markets.

    Nouriel Roubini | 22-05-13 | More
  78. Risks and rewards

    Five pillars of risk neatly encapsulate the main areas of risk and contagion that all investors should be watching. In the changing risk environment, the key is to determine which parts of the world are actually paying you to take risk, and which areas are definitely not.

    Nick Bullman, CheckRisk | 22-05-13 | More
  79. Mind the gap

    Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Nouriel Roubini talking about the gap between emerging and developed markets, and between real and financial markets.

    Nouriel Roubini | 22-05-13 | More
  80. An all-encompassing approach to EM

    Is it possible to reduce emerging markets’ volatility without sacrificing return potential? This paper and presentation show that a portfolio with emerging stocks, bonds and currencies managed in an active, unconstrained and integrated strategy can capture a greater set of opportunities to seek the high returns associated with EM growth, with better risk management potential.

    Ross Kent, AllianceBernstein Australia/NZ | 21-05-13 | More
  81. Blending active and index products

    The low yield world has focused investors on the costs of investing, while changing regulation is leading to greater alignment between portfolio choices and risk-return profiles. Together these factors are transforming the use of active management, indexing and the blending of investment styles. This paper and presentation highlight the results of a survey of various approaches to blending active and index funds in portfolios.

    Oliver Berry, BlackRock | 21-05-13 | More
  82. Rethinking bond investment in an uncertain world

    It is time for investors to reorient their thinking about bond allocations and the investment strategies that drive them. In this environment, bond investors will need to adapt if they hope to prosper.

    David Fisher, PIMCO | 21-05-13 | More
  83. ETFs – top 5 portfolio strategy considerations

    ETFs have grown substantially in size, range, complexity and popularity in recent years. This presentation and paper provide the key issues and portfolio strategy considerations relating to ETFs that can form part of the client conversation. These considerations are not often discussed but should influence whether and how ETFs may be used by clients relative to alternative structures.

    Gavin Shepherd, Strategy Steps  | 21-05-13 | More
  84. Boomers, herding, denial and zeitgeist

    Many of the conventional approaches to post-retirement portfolio construction have not been scrutinised adequately in terms of possible outcomes for retirees adopting these approaches. This paper and presentation assess the possible outcomes of using these approaches in meeting income objectives and examines how the advice process can evolve to better address specific objectives by adopting a more holistic approach to portfolio construction.

    Lukasz de Pourbaix, Lonsec | 21-05-13 | More
  85. Winning by not losing

    Building a better global equity portfolio requires a new structure that incorporates both high-growth/higher expected-return elements (emerging markets and small cap, for example) and a complementary low volatility component. This paper and presentation explain why low-volatility equities make sense and provides an overview of the types of strategies available.

    Philip Houghton-Brown, Mercer NZ | 21-05-13 | More
  86. A risk parity approach to building portfolios

    What is risk parity investing? What are the practical challenges of implementing such strategies in portfolios? Why might risk parity portfolios represent a better way to protect clients through diversification.

    Michael Kitces | 21-05-13 | More
  87. Diversification - when it works

    This presentation was preparation for the interactive workshop later in the program, looking at the fundamental principles behind diversification, the critical role of correlation in getting diversification benefits, and how practically to consider the benefits of diversification when designing portfolios.

    Tim Farrelly | 21-05-13 | More
  88. Stay positive

    Despite having much to worry about - a Eurozone in recession, a listless US recovery, Japan's QE, slowing China growth, North Korea - the S&P 500 reached new, all-time highs recently. Where to from here?

    Jonathan Pain | 21-05-13 | More
  89. Building portfolios in a brave new world

    There is a new, evolving world order affecting asset prices. Game theory provides a framework for better assessing what’s happening and the implications for investing.

    Brian Singer, William Blair & Co | 21-05-13 | More
  90. So far, King Kong is winning

    Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Mohamed El-Erian talking about the interplay of the visible hand (QE) and the invisible hand (the markets).

    Mohamed El-Erian | 21-05-13 | More
  91. The legend of Benjamin Graham

    Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Warren Buffett and others talking about the lessons they learned from the legendary Benjamin Graham.

    21-05-13 | More
  92. Risk smile a complex environment

    Markets had a very good run in Q1 2013. But which parts of the world are actually paying you to take risk, and which areas are definitely not?

    Nick Bullman, CheckRisk | 08-05-13 | More
  93. Tail risks in global equities

    What's the probability of a major risk event for global equity markets this year - and what are the major opportunities?

    Hamish Douglass, Magellan Financial Group | 18-04-13 | More
  94. Climbing the mother of all walls

    We're seeing a significant correction in global equity markets and commodity markets including a staggering decline in gold. What does this mean for portfolios?

    Jonathan Pain | 16-04-13 | 6 comments | More
  95. Climbing a wall of worry

    Despite the Cypriot tragedy, the next few years will see stronger global GDP numbers than in a very long time.

    Jonathan Pain | 28-03-13 | More
  96. Opportunity in Japan

    In terms of raw value and potential upside, Japanese equities offer one of the more compelling opportunities.

    John Hock, Altrinsic Global Advisors | 22-03-13 | More
  97. Tax effective investing

    Managed funds which commingle different tax rate investors may become dinosaurs unless managers develop funds tailored to a single tax class.

    Don Hamson, Plato Investment Management | 15-03-13 | More
  98. A tool in the fight against global rate repression

    Tom discusses why the corporate bond space offers positive real yields in a globally repressed rate environment.

    Thomas Murphy, Columbia Management | 12-03-13 | More
  99. The revolutionary changes re-shaping Asia

    RMB nationalisation and how it is becoming a trading currency, as well as political changes in Thailand, India and the Philippines and how these are triggering bull markets.

    featuring Louis-Vincent Gave, GaveKal | 12-03-13 | More
  100. Going global to diversify your income

    Stephen discusses the rise of income investing and the advantages of global equities for income seeking investors. As a global energy specialist, he discusses the US shale energy revolution and industrial renaissance, before concluding with insights on the eurozone, and why it remains a significant and underappreciated threat to a global recovery.

    Stephen Thornber, Threadneedle Investments | 12-03-13 | More
  101. Risk replacing the quality of cash

    Ethan discusses why risk matters, the characteristics of a higher quality return stream and how size, scale, diversification, costs and non-market risks can influence the consistency and repeatability of an investment process.

    Ethan Baron, Lighthouse Investment Partners | 12-03-13 | More
  102. Asset allocation in a zero rate world

    Global central bank objectives in 2013, the impact on asset allocation, and avoiding mis-allocation of capital.

    John Fitzgibbon, Lighthouse Investment Partners | 12-03-13 | More
  103. Opportunities in private markets

    Adrian will discuss global fundraising and the secondary market including secondary market supply/demand, the market participants, key challenges, market catalysts and how to gain easier access to this much misunderstood asset class.

    Adrian Millan, Park Hill | 12-03-13 | More
  104. The outlook for Australian equities

    The spotlight shone on the outlook for Australian equities in a 3-D world (deleveraging, demographics and (liquidity) damns - and the portfolio construction implications.

    Kate Howitt | 19-02-13 | More
  105. 2013 Markets Summit - final thoughts

    Pippa offers her unique insights and takeouts from program.

    Hon. Dr Pippa Malmgren, DRPM Group | 19-02-13 | More
  106. 2013 Markets Summit key takeouts

    The key takeouts from the program and actions to take when building quality investor portfolios.

    Tim Farrelly & Hon. Dr Pippa Malmgren | 19-02-13 | More
  107. The outlook for the markets - Expert Panel

    Our 10 markets experts debated their views and answered delegates' questions on the outlook for the global investment markets.

    19-02-13 | More
  108. Outlook for global equities - Andrew Dalrymple

    Our second equities speaker offered a contrasting view on the outlook for global equities - the most likely scenario for the three years ahead, key risks and signposts to watch for.

    Andrew Dalrymple, Aubrey Capital Management  | 19-02-13 | More
  109. Outlook for global equities - Bill Priest

    The spotlight turned to global equities - key scenarios, risks and opportunities for the coming three years - and the portfolio construction implications.

    Bill Priest, Epoch Investment Partners | 19-02-13 | More
  110. The outlook for absolute return debt

    The outlook for developed sovereign markets, credit, cash, and bonds vs US bank loans and high yield debt - and the portfolio construction implications.

    Stuart Piper, MLC Investment Management | 19-02-13 | More
  111. The outlook for growth market debt

    The outlook for growth market debt for the three years ahead - key scenarios, risks and opportunities - plus, of course, the portfolio construction implications.

    Philip Moffitt, Goldman Sachs Asset Management  | 19-02-13 | More
  112. The outlook for developed market debt

    The outlook for development market debt for the three years ahead - key scenarios, risks and opportunities - plus, of course, the portfolio construction implications.

    Philippe Lespinard, Schroders  | 19-02-13 | More
  113. The outlook for private equity and debt

    The outlook for private equity and debt - key scenarios, risks and opportunities for the coming three years - and the portfolio construction implications.

    Urs Wietlisbach, Partners Group  | 19-02-13 | 1 comment | More
  114. The outlook for Asian Equities

    The outlook for Asian equities - key scenarios, risks and opportunities for the coming three years - and the portfolio construction implications.

    Eng Teck Tan, TAAM | 19-02-13 | More
  115. The outlook for global resources

    The outlook for global resources - key scenarios, risks and opportunities for the coming three years - and the portfolio construction implications.

    Dr Joanne Warner, Colonial First State Global Asset Management | 19-02-13 | More
  116. The outlook for global infrastructure

    The outlook for global infrastructure - key scenarios, risks and opportunities for the coming three years - and the portfolio construction implications.

    Nick Langley | 19-02-13 | More
  117. The global economy - Expert Panel

    Four economic experts debated the outlook for the global economy and portfolio construction implications.

    19-02-13 | More
  118. The global economy - Russ Koesterich

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