• Home
• About Us
• Contact Us
• Search
• Log in
• Join now

• Home
• Markets
• Strategies
• Investing

Following is a list of Markets articles published on PortfolioConstruction Forum throughout 2004...

We asked Keith to look ahead 10 to 20 years, and explain to delegates at the recent 3rd Annual PortfolioConstruction Conference what big political, social and economic trends will impact on markets, and how they should position long-term portfolios now, for best results in the future… Full Story >

Jonathan was our most popular presenter at the recent 3rd Annual PortfolioConstruction Conference, making it two years running that he’s lead the field of presenters in delegates’ esteem. This year, he premiered his latest portfolio construction thesis… when east meets west, the giant awakes… Full Story >

We saved the best for last at the recent 3rd annual PortfolioConstruction Conference. Graham Rich, publisher of PortfolioConstruction Forum, led a panel of four investment 'gurus', as they debated and offered up their best best for 2005... Full Story >

Presentations and full transcripts from the PortfolioConstruction Conference 2004 are now available... Full Story >

Bob reviews an article from Fortune which argues that the world's population will never double from its current six billion people, as the world's fertility rate falls in every corner of the globe. The economic consequences are dire... Full Story >

According to a new study by Cerulli Associates, while mutual funds remain a central part of US financial advisers' businesses, they are losing ground to hedge funds, private equity funds, ETFs, and, in particular, SMAs. And 60% of younger advisers plan on increasing their usage of non-traditional products... Full Story >

This was the question debated by QIC senior fund manager strategy, David Brown, and ASX manager quantitative analysis market information, John Elfverson, at the final - and very lively! - session of the last Portfolio Construction Forum Researchers' Roundtable of 2003... Full Story >

Active management is proportionately more important now than it ever has been, and new and viable types of active return are emerging, argued David Brown, QIC's senior fund manager strategy at December's Portfolio Construction Forum Researchers' Roundtable. Here are images of David's presentation slides, with full notes... Full Story >

A key focus of each Portfolio Construction Forum Researchers' Roundtable program is the question & answer time where our Inquisitors grill the presenters - in this case, QIC's David Brown and ASX's John Elfverson - on the topic - in this case, active vs passive management of international equities... Full Story >

I'm not sure we got an answer to the question "Should international equities be actively or passively managed?" - at the last Portfolio Construction Forum Researchers' Roundtable meeting of 2003... Full Story >

Active Australian equity fund managers can and do outperform, but international managers struggle to do so, contended John Elfverson, ASX manager quantitative analysis market information at at December's Portfolio Construction Forum Researchers' Roundtable. Here are images of John's presentation slides, with full notes... Full Story >

The choice is simple, contended David Brown, senior fund manager, strategy at QIC, speaking at the last Portfolio Construction Forum Researchers' Roundtable of 2003- hedge and get a small positive return and have a controlled risk, or leave it unhedged and get random and often large foreign currency effects. Here are images of David's presentation slides, with full notes... Full Story >

I think there were five key "take-outs" from the last topic - "To Hedge or Not to Hedge" - at the last Portfolio Construction Forum Researchers' Roundtable meeting of 2003... Full Story >