Following is a list of Strategies articles published on PortfolioConstruction Forum throughout 2012...
How ironic that the former safe havens of bonds and income-oriented equities now stand accused of being 'crowded trades' - the new bubbles...
farrelly's Investment Strategy provides tools and services to enable a proactive, forward-looking approach to asset allocation, a key driver of quality portfolio construction and quality results for investors...
PortfolioConstruction Forum asked the fund research houses - should gold be a part of most investors’ portfolios?
How do we take into account the trade-off between clients’ willingness to risk running out of money in return for enjoying their retirement portfolio now?
Is gold a good means of diversification? Is it a hedge against inflation and currency depreciation? Or is the last decade an anomaly?
Mssrs Henry, Murray and Tanner are successful in their fields. But none has a background in financial planning or investment management. It shows.
The Academy Member Resources area is a rich repository of continuing education material including the presentations, podcasts, and research papers from the one-day Academy Seminars...
This Academy Seminar debates the following three topics in a Socratic learning environment: Investment fables III - Value; What does financial success look like in retirement; and, Turning micro observations into macro insights.
Key themes playing out in the market at present include the ECB's LTRO, ongoing recovery in the USA, the rise of the Eastern consumer and a secular move to e-commerce and electronic payments...
Geoff Davey has an international reputation as a risk tolerance expert. He discusses the role of risk tolerance and where regulation may be headed.
They are safe. They are negatively correlated with equities. And, best of all, their performance has been excellent. Sounds like the perfect diversifier. What could be wrong with this story? Quite a bit, actually!
Welcome to the farrelly's Proactive Asset Allocation subscriber-only area...
Welcome to the farrelly's Proactive Asset Allocation subscriber-only area.
The quarterly Proactive Asset Allocation Handbook is published electronically, and emailed to subscribers in early March, June, September, and December. It features farrelly's Editorial; long-term outlook for markets; Forecast in Focus; and three different approaches to Implementation...
The quarterly Proactive Asset Allocation is published electronically, and emailed to subscribers in early March, June, September, and December. It features farrelly's Editorial; long-term outlook for markets; Forecast in Focus; and three different approaches to Implementation...
While we tend to focus on sharp market crashes, sudden declines that recover quickly within just a year or few are not necessarily problematic. What is far more destructive are extended periods of mediocre returns...
In the aftermath of the GFC, there has been an increased desire to construct portfolios that produce more predictable and resilient investment outcomes. "All weather" in nature, these portfolios adopt an adaptive asset allocation approach...
The prevailing expectation is that we’re in for a period of lower returns and significant volatility. In this exclusive interview, Michael Turner, Head of Quantitative Research & Analysis with FRM in London discusses how a CTA fund can contribute to portfolios in such an environment...
For decades, long-only equities has been “king”, the dominant component of most long-term investors’ portfolios. But, the King has been overthrown in recent years, and cash has assumed the throne as investors have flocked to its supposed safety. Cash is King - but is just it a pretender to the throne? Markets Summit 2012 debated how long cash will remain King, how other asset classes will fare against it over the coming three years – and how we can do better than cash when building quality investor portfolios…
The Hot Topic Debate at the 2012 Markets Summit focused on the case for and against including gold in portfolios. Is gold a good means of portfolio diversification and protection, as well as a hedge against inflation and currency depreciation? Or is it, as those in the opposing corner argue, that the last decade is an anomaly for gold and it has no place in portfolios...
The inaugural Peter L Bernstein Memorial Lecture at the 2012 Markets Summit focused on Zombie Economics. The GFC exposed the flaws in many of the assumptions behind market liberalism - in most cases, problems were evident well before the GFC, but those who pointed them out were dismissed or ignored. These dead ideas still walk among us...
This session helped delegates determine the key takeouts from the Markets Summit, and actions to take when building investor portfolios...
This Asset Class Forum session at the 2012 Markets Summit saw our presenters and Inquisitors debate the outlook for the Australian debt and equities market, REIT market, Asian equities market and global commodities market, and the portfolio construction implications...
This Asset Class Forum session at the 2012 Markets Summit focused on the 2012-2014 outlook for the global commodities market, including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications...
This Asset Class Forum session at the 2012 Markets Summit focused on the 2012-2014 outlook for the Asian equities market, including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications...
This Asset Class Forum session at the 2012 Markets Summit focused on the 2012-2014 outlook for the REIT market, including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications...
This Asset Class Forum session at the 2012 Markets Summit focused on the 2012-2014 outlook for the Australian equities market, including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications...
This Asset Class Forum session at the 2012 Markets Summit focused on the 2012-2014 outlook for the Australian debt market, including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications...
This Big Picture Forum session at the 2012 Markets Summit saw our presenters and Inquisitors debate the outlook for the global developed market (DM) and emerging market (EM) equities markets, and the portfolio construction implications...
The 2012-2014 outlook for the global emerging market equity markets, risks and opportunities, and the portfolio construction implications...
The 2012-2014 outlook for the global emerging market equity markets, risks, opportunities, and portfolio construction implications...
This Big Picture Forum session at the 2012 Markets Summit saw our presenters and Inquisitors debate the outlook for the global economy and global debt markets, and the portfolio construction implications...
The outlook for the global debt markets relative to cash, risks and opportunities, and portfolio construction implications...
The 2012-2014 outlook for the global economy with particular emphasis on the US and Europe, key scenarios and portfolio construction implications...
We all wish for fresh starts, and investors are no exception. This year, it is especially tempting to want to leave the past twelve months behind and hope for better in 2012...
Assessing risk is one of the key aspects in determining a quality asset allocation - and, ultimately, portfolio. Recently, FOS issued a guidance note, identifying advisers must consider a client's attitudes to risk AND capacity for loss - what I call their financial risk capacity. So what is risk capacity, and how should it be assessed?
Jonathan Pain, Editor of The Pain Report, is a regular key note presenter at PortfolioConstruction Forum's professional development programs. Over the years, he has debuted new investment theses and challenged delegates about how to build better quality investor portfolios...
This Academy Seminar debates the following three topics in a Socratic learning environment: Investment fables II - Momentum; Making sense of Markets Summit; and, The outlook for Emerging Markets and asset allocation...