Markets Summit 2012 - Resources Kit

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.

This Resources Kit contains all of the videos, podcasts, presentations, and papers from the program.

Resources Kit

Big Picture Forum

The Big Picture Forum provided delegates with four briefings and two panel debates focused on the 2012-2014 outlook for the global economy, debt markets, developed market equities market, and EM equities market relative to cash, and the portfolio construction implications.

The current status and outlook for the global economy
- Russ Koesterich, Global Chief Investment Strategist, iShares (USA)

The current status and outlook for the global debt markets
- Scott Mather, Head of Global Portfolio Management, PIMCO (USA)

The outlook for the global economy and debt markets - debate

The current status and outlook for the global EM equity markets
- Allan Conway, Head of Emerging Market Equities, Schroders (UK)

The current status and outlook for the global DM equity markets
- William (Bill) Priest, CEO & PM, Epoch Investment Partners (USA)

The outlook for the global EM and DM equity markets - debate




 

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Asset Class Forum

The Asset Class Forum offered delegates the choice of five concurrent electives, each considering the 2012-2014 outlook for a key asset class not addressed in the Big Picture Forum. Our five markets specialists then joined our Inquisitors on stage to debate and test the outlook for their markets relative to cash, and the portfolio construction implications.

The Australian debt market
- Victor Rodriguez, Head of Au Fixed Income, Aberdeen Asset Mgmt (Au)

The Australian equities market
- Ian Harding, Director & Co-Founder, Wavestone Capital (Au)

The REIT market
- Andrew Parsons, Senior Portfolio Manager, Resolution Capital (Au)

The Asian equities market
- Eng Teck Tan, Investment Manager, TAAM (Singapore)

The global commodities market
- Chris Watling, CEO/Chief Market Strategist, Longview Economics (UK)

Asset Class Forum Panel debate





 

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Portfolio
construction implications

All of the Big Picture Forum and Asset Class Forum sessions were building blocks for this session which helped delegates determine the key takeouts from the program, and actions to take when building investor portfolios...

My key takeouts
- Tim Farrelly, Principal, farrellys Proactive Asset Allocation (Au)
- Chris Watling, CEO/Chief Market Strategist, Longview Economics (UK)



 

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Inaugural Peter Bernstein Memorial Lecture

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. Worse, these dead ideas still walk among us...
- John Quiggin, Professor of Economics, University of Queensland (Au)

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Annual Hot Topic Debate

Gold - A Knight in Shining Armour
The annual hot topic debate looked at the case for and against including gold in portfolios.
- The case for - Laurence McGuirk, CEO, AgAu Capital (Au)
- The case against - Prof Jack Gray, Adjunct Professor, UTS (Au)

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