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
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rules.
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quarter.
Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators.
An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Europe.
