Portfolio Construction Conference: the cult of equities in the new reality

24 July 2009
| By Amal Awad |

Many investors have seen their core beliefs turned upside down in the past year as bonds have outpaced stocks over 10, 20, 30 and 40 year periods.

At this year's PortfolioConstruction Conference (26-27 August 2009), "guru" investor Rob Arnott of Research Affiliates will discuss:

- longer term analysis showing other shockingly long spans in which stocks and bonds have delivered the same return.

- Where's the 5% return premium that's our birthright?

- How long do believers in "stocks for the long run" have to wait?

- Why the "cult of equities" is dangerous

- Why investors must shake off their automatic reliance on equities by examining the many out-of-mainstream fixed-income asset classes, some currently offering the same 2.5% long-term historical risk premium of equities but with more diversification and less volatility.

Now in its seventh year, PortfolioConstruction Conference has earned a reputation as the investment conference of the year. To register, go to http://www.PortfolioConstruction.com.au/Conference

Research papers from the PortfolioConstruction Conference will be available in the August edition of Money Management’s Technical Adviser.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 2 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 2 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

1 day 7 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 4 days ago