perspectives

Japan's election and the yen

By calling an election now, Abe is betting that a further big fall in the yen - and a consequent further rise in the Nikkei - is no certainty. He may well be right.

Louis-Vincent Gave, GaveKal Opinion

perspectives

Bad yen falling

Japan is not going to stop QE next year or the year after or the year after that. This is not Zimbabwe printing money. Japan is important to the global economy - what they do affects everything.

John Mauldin, Mauldin Economics Opinion

perspectives

The return of the US dollar

The US dollar rally could contribute to the "rebalancing" that has long eluded the world economy. But that is far from guaranteed given the related risks of financial instability.

Mohamed El-Erian, Allianz Opinion

perspectives

Evaluating active managers

Statistics rarely tell the story clearly. With trial and error, I found that looking at three dimensions of performance assisted my interpretation.

Don Ezra, Russell Investments White paper

conference

Geopol- tical risks growing in East Asia

China's taken a tough approach to its periphery. This doesn't necessarily spell doom and gloom for Australia and the region.

Linda Jakobson, University of Sydney/Lowy Institute Resources

perspectives

China A shares emerging?

Despite strong returns, it's still hard for investors to think positively about China A shares as an investment. The key is to envisage what the world will look like in 10 to 15 years.

Dominic McCormick, Select Asset Management Opinion

perspectives

Now you can, should you?

The world's biggest inaccessible stock market is finally opening to foreigners. Those with strong convictions about the rise of the Chinese consumer may want to take a hard look.

Thomas Gatley, GaveKal Opinion

perspectives

Yin & Yang of retirement income

This white paper serves up a retirement income planning "buffet" - reviewing the two main opposing philosophies and the range of strategies that span the divide.

Angela Ashton, PortfolioConstruction Forum 2 comments Research

perspectives

Are low-vol stocks over crowded?

Ten years ago, hardly anyone talked about low-volatility investing. Now there's growing concern it is becoming an overcrowded trade. There are four arguments against this.

David Blitz & Pim van Vliet, Robeco White Paper

conference

The power of R cubed

It is given that we all are wired to act foolishly sometimes, so how can we be better "choice architects" and "decision reassurers" for ourselves and our clients?

Dr David Lazenby, ScenarioNow Inc Resources

perspectives

Revisiting sequence of returns risk

In managing sequence of returns risk, we may not be giving simple rebalancing nearly the credit it deserves to accomplish similar or better than more complex approaches.

Michael Kitces, Pinnacle Advisory Group 1 comment Research paper

perspectives

Celebrity central bankers

There are good reasons why central bankers receive so much media. But the bubble around their pronouncements grossly exaggerates their economic significance.

Kenneth Rogoff, Harvard University Opinion

perspectives

Why are bond yields so low?

The answer seems obvious. But more complicated forces are at work that have reduced real interest rates far below historic norms and may keep them very low for many years.

Dr Robert Gay, Fenwick Advisers | Opinion CPD Full Story

perspectives

IS is irrelevant - Libya is relevant

The media continues to obsess about IS - but the far more investment-relevant development in the Middle East is the sudden return of Libyan crude to the market.

Marko Papic, BCA Research Opinion