perspectives

The new normal minus - Bill Gross' revised paradigm

Following the GFC, PIMCO articulated its "new normal" forecast of slow global growth and mediocre capital market returns. Founder and co-CIO, Bill Gross, has recently appending the even drearier modifier "minus" to that outlook. He explains why, and the implications for those building portfolios...

Robert Huebscher, Advisor Perspectives Opinion >

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Is China heading for a hard landing?

A soft landing in China is beginning to look like wishful thinking. China has made some attempts to rebalance its economy towards the consumer in the last few years, but the investment/consumption imbalance has only worsened...

Aberdeen Asset Management Opinion >

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2011 Conference: CIF - The woods AND the trees (Niall Ferguson)

Harvard Business School's Dr Niall Ferguson of "The Ascent of Money" fame, discusses what he believes lies ahead - the key macro AND micro issues and what they mean for investor portfolios - to successfully navigate through the woods AND the trees...

PortfolioConstruction Forum Video >

perspectives

Are emerging markets today as resilient as in 2008?

Most emerging countries were able to counter an economic slowdown in developed countries in 2008-09. Can this scenario be repeated?

By Bunt Ghosh White paper >

perspectives

BRIC turns 10

It's 10 years since Jim O'Neill - a regular speaker at PortfolioConstruction Forum - coined the term 'BRIC'. These BBC podcasts look at what's ahead for the BRIC economies...

PortfolioConstruction Forum More >

perspectives

Europe, the international system and a generational shift

perspectives

The road to serfdom

perspectives

Q&A: Chris Watling - the Euro, Germany's role, and QE3

perspectives

Emerging market sovereign debt as part of an asset allocation

perspectives

Historic times (Jonathan Pain)

perspectives

The woods AND the trees (Pippa Malmgren)

conference

2011 Conference: CIF - Is China politically and socially sustainable? (Linda Jakobson)

Why China's leaders will struggle to maintain economic growth (the main source of Communist Party legitimacy) while managing the growing expectations of its population...

PortfolioConstruction Forum Resources >

conference

2011 Conference: CIF - The Arab Spring (Jonathan Pain)

In this closing keynote Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jonathan Pain looks at the where the Middle East is heading in the years to come, and considers the implications for investment markets...

4 comments Resources >

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PortfolioPick: Hyperion Australian Growth Companies Fund

perspectives

Sector Insight: Au Fixed Interest 2011

perspectives

Research Review: Top 5 quant analytics

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Meet the Manager: Dr Gregor Andrade