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PortfolioConstruction Forum







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Friday 24 February 2017

Specialist, independent investment continuing education & certification for portfolio construction practitioners

Fodder kicks off this week with the live persentation by renowned economic historian Prof Niall Ferguson from our recent Markets Summit program in which he explained the likely economic consequences of Trump as POTUS (nothing like as dire as the "liberal lovies" fear). Prof Ken Rogoff explains why Trump can't afford to bully China. Will Jackson writes up his key takeouts from our recent Finology Summit. Michael Furey looks at the evidence of a link between Australian economic growth and equity market returns (none or some depending on how you cut the data). And finally, we feature the WEF's founder, Klaus Schwab, on the impact of the fourth industrial revolution on how we will live, work and relate with one another.
All the best for another week's continuing education - Graham
. Register now for the 2017 CIMA intake - the peak, specialist certification for anyone involved in any aspect of constructing multi-asset, multi-manager portfolios.


"The function of education is to teach one to think intensively and to think critically." - Martin Luther King, Jr


The economic and geopolitical consequences of Mr Trump
There is no subject of more importance to investors than what Donald J. Trump will do with the powers of the US presidency. There are pluses and minuses of Trumponomics.
Niall Ferguson, The Hoover Institution |

Why Trump can't bully China
The US cannot "win" a trade war with China, and any victory will be Pyrrhic - leading to massive price increases in the low-cost stores on which many Americans rely.
Kenneth Rogoff, Harvard University |

Strategies | Finology
Finology Summit 2017 - The winds of change - key takeouts
Finology Summit 2017 featured international and local finology experts presenting their high conviction thesis on how the winds of change are affecting how investors think and behave with respect to money, and how we can better to relate with them. Here are our key takeouts.
Will Jackson, PortfolioConstruction Forum |
Key Takeouts

Economic growth and equity market returns
This paper revisits the relationship between economic growth and equity market returns. Much of the literature has focused on the US so this analysis includes Australia and the UK, too.
Michael Furey, Delta Research & Advisory |

The fourth industrial revolution: what it means, how to respond
We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another. In the end, it all comes down to people and values.
Klaus Schwab, World Economic Forum |

Great start, but....
While plenty of effort has been devoted to quantifying the notion of tolerance, comparatively little has been directed towards defining capacity...
Brent Bevan
| Comment


Markets | Strategies
Markets Summit 2017 - The winds of change - key takeouts
Markets Summit 2017 delivered 20+ high conviction ideas on how the winds of change are affecting the outlook for economies and asset classes - and the implications for portfolios. Here are our key takeouts.
Will Jackson, PortfolioConstruction Forum |
Key Takeouts

Does political analysis matter when investing?
Should we just keep our heads down and treat political events as nothing more than noise? 2017 is going to be a year when politics does matter. In fact, it always has.
Jonathan Pain, The Pain Report |

An unstable economic order?
The retreat of advanced economies from the global economy could have far-reaching consequences.
Mohamed El-Erian, Allianz |

The inevitability of tighter monetary conditions
The stage is set for an inevitable tightening in monetary conditions. The only questions are how soon, how much and with what consequences.
Dr Robert Gay, Fenwick Advisers
| Opinion

A two-dimensional risk tolerance assessment process
Beware using risk tolerance assessment tools that blend risk tolerance and risk capacity into a single result. The two need to be measured separately.
Michael Kitces, Pinnacle Advisory Group |
2 comments | White Paper

Research Roundtable International 2016 - key takeouts
Put 10 senior Australian fund analysts on an eight-day CE program to the west coast of the USA. Inevitably, the group debated their views on many issues.
Will Jackson, PortfolioConstruction Forum |
2 comments | Opinion

Bank hybrids are not equities
Tim, I agree that they are not equity like as they rarely have capital gains. However, they are riskier then a lot of defensive assets...
Steve Higgins
| Comment


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