perspectives

Investing in communicating about investing

As investment professionals, we live investing every day. We spend excessive time reporting and not enough 'rapporting.'

Prof Jack Gray, UTS 1 comment Opinion

symposium

Where investing meets investors

Three interrelated aspects of practically managing client portfolios - constructing portfolios using buckets, diversifying human capital, and the Withdrawal Policy Statement.

Michael Kitces, Pinnacle Advisory Group Resources

perspectives

Behavioural finance vs standard finance

This paper is a great introduction to why behavioural finance is quickly becoming recognised as a field that can add real value to the wealth management industry.

Angela Ashton, PortfolioConstruction Forum Research

perspectives

Using social proof to help clients make better decisions

If we're explaining a "norm" to clients that embeds a social proof, we should be using norms that show what is successful, not describing the commonality of failure!

Michael Kitces, Pinnacle Advisory Group 1 comment Opinion

perspectives

Gouging the Gauchos

The recent US supreme court ruling that Argentina's hold-out creditors have the right to be paid in full is a dangerous decision for all countries for two reasons.

Nouriel Roubini, Roubini Global Economics Opinion

perspectives

Geopolitical risk - Implications for portfolio construction

Do geopolitical events involving potential or actual military conflict really matter in the constructing of investment portfolios?

Dominic McCormick, Select Asset Management Opinion

perspectives

Evidence for the stability of risk tolerance

The GFC was the first crisis where good risk profiling tools were in place for a wide range of investors. Two papers look at whether risk tolerances altered materially through it.

Angela Ashton, PortfolioConstruction Forum Research

perspectives

The good guys and the bad guys in the cradle of civilisation

What we are witnessing in Iraq is a war within Islam. Will it mutate into a broader regional war thereby threatening oil supplies?

Jonathan Pain, The Pain Report 5 comments Opinion

symposium

Has behavioural finance made us better (investors)?

Are the human and organisational barriers to being better investors insurmountable, or can we learn and improve our decision-making?

Prof Jack Gray, UTS Resources

perspectives

The lesson of Sarajevo

The assassination of Archduke Ferdinand in Sarajevo 100 yrs ago tomorrow lit the fuse to WW1. There are many points of modern relevance in the catastrophe.

Anatole Kaletsky, GaveKal Opinion

perspectives

Rethinking the Sino-American relationship

The upcoming US/China 6th Strategic & Economic Dialogue is an opportunity for serious reconsideration of the relationship between the world's two most powerful countries.

Stephen Roach, Yale University Opinion

perspectives

Show me the alpha

This paper examines the oft-considered subject of hedge fund returns, finding far greater dispersion than for traditional fund managers.

Angela Ashton, PortfolioConstruction Forum 3 comments Research

perspectives

Rates are going up - so don't buy fixed interest?

Everyone knows bond rates are going up - so why would you buy fixed interest? Actually, there are three really good reasons.

Tim Farrelly, farrelly's Opinion

perspectives

Sunnis on the march

The Islamist surge through central Iraq has the potential to upset the plans of investors who've convinced themselves that volatility is in the past.

Charles Gave, GaveKal Opinion