Presentations

Investing in a new world: building portfolios for the next decade

Joe Davis, Chief Economist and Head of Investment Strategy, Vanguard Group (US)

This session will explore the investment landscape and expectations looking forward. Joe will discuss economic indicators historically priced in by the market and the risks in investment decision-making. This will be followed by an examination of asset class trends and implications for portfolio construction, with the intention of positioning portfolios for success for the next 10 years. Key topics will include:

1. Economic and asset class trends
2. Relevant market indicators
3. Equity risk premium - expectations going forward
4. Currency in international portfolio construction
5. The long term risks in China's transition
6. Strategic asset allocation decision-making

Advice 2.0

Jeremy Duffield, Managing Director, Vanguard Australia

In response to one of the most severe market tests this century, the Government has embarked on a regulatory review across superannuation, tax and financial planning. As a result, 2010 is shaping up as a seminal year that could have a profound impact on investors, advisers and investment approaches for the next 10 years.

Jeremy Duffield will discuss potential consequences of regulatory changes to the financial services industry and implications for the adviser business model and client value propositions looking forward.

CPD points will be issued to all attendees.