QMTV: A risk awareness framework

QMTV, which stands for quality, momentum, transition and value, is a framework that can help investors manage the buy, hold and sell decision process through the various cycles as well as providing a crossroad signal.

Fidelity Worldwide Investment1.25 CPD White Paper


Fatal threat to EU project

The Paris terror attacks have severe political, strategic and economic implications. After only one week, the Union moved away from its ideal of free movement of people, and fiscal rules.

Oliver Hartwich, The New Zealand Initiative Opinion


Rising rates - investors can benefit

Many investors are facing a dilemma with the perceived risk embedded in debt markets as Fed lift-off looms. However, reality beckons - rates will rise and investors can benefit.

Tony Crescenzi, PIMCO0.75 CPD Resources


Wicksell and capital misallocation

I am not at all sure that an eventual interest rate increase from the Federal Reserve should be dismissed as an event with little impact in the real world.

Charles Gave, GaveKal Opinion


Tailwinds of terror

If Paris is not an anomaly, and the frequency or magnitude of terrorist attacks against soft targets in G7 cities increases, what will be the geopolitical, economic and investment consequences?

Marko Papic, BCA Research Opinion


Global monetary policy - the view from Down Under

In October, I joined Dr Woody Brock and PIMCO's Fed watcher, Tony Crescenzi, and 18 senior practitioners for a workshop organised by PortfolioConstruction Forum on where global monetary policy was headed. Three key views emerged.

Dr Robert Gay, Fenwick Advisers Opinion


What’s going on in your brain?

We examine four situations where individuals make poor choices and review the research to show where the brain makes those decisions. In each case, we present some ideas about how to overcome the potentially suboptimal choice when it comes to investing.

Michael Mauboussin, Credit Suisse0.75 CPD Research


Clear philosophy best for decisions

Having a clear investment philosophy based on our own belief set - a living document that we evolve and sharpen over time - is the best tool to making investment decisions under uncertainty.

Tim Farrelly, farrelly's0.50 CPD Resources


Why inflation is lower than you think

Financial pundits routinely claim that US inflation is much higher than the reported statistics. Viewed over the longer term, however, US inflation is far lower than reflected in the published data, according to economist, Dr Woody Brock.

Robert Huebscher, Advisor Perspectives Opinion


Preparing for Fed lift-off

The US Fed is near-certain to start its tightening cycle on 16 December. Apart from praising Yellen for consistency and foresight (instead of castigating her for confusion and indecisiveness), how should investors react?

Anatole Kaletsky, GaveKal 1 commentOpinion


It's the end of the EU as we knew it

Since Angela Merkel singlehandedly opened Germany's borders to refugees, asylum seekers, migrants and any other nomads, the continent has been plunged into chaos. It threatens to wreck the European Union - or, at least turn it into an entirely different organisation.

Oliver Hartwich, The New Zealand Initiative Opinion