PortfolioConstruction Conference to debate recovery
What shape will the much anticipated economy recovery take, and what does that mean for markets and portfolios?
At this year’s PortfolioConstruction Conference (August 26-27, 2009), Jonathan Pain (chief investment officer with HFA Asset Management), Hamish Douglass (managing director with Magellan Asset Management), and Chris Watling (chief executive of UK-based Longview Economics) will discuss the shape of the recovery.
Will it be V-shaped — a rapid rebound in economy and markets — as many are hoping? Or are we in for a L-shaped recovery, where the economy struggles sideways for years? Or, perhaps, a W, bringing a double-dip downturn as Government stimulus fades? U-shaped, a longer than usual downturn, followed by an eventual return to prosperity? Or the more exotic square root recovery, where we see a quick rebound followed by flat growth in the longer term?
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.
AUTHOR
Mike Taylor
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
