The following propositions - and their implications for portfolio construction - have been suggested by members for future All Things Considered zoominars. Choose the three you're most interested in.
Traditional valuation models are broken.
Inflation and interest rates are not dead.
Value investing is not dead.
"Defensive assets" are much riskier than in the past.
Stop daily pricing industry wide to improve productive capital allocation.
Growth assets are vital in decumulation portfolios.
Recent performance should not be part of the fund selection process as style change is inevitable at such extremes in markets.
Propose a topic! Which assumptions underpinning our investment activities are in greatest need of revision? Why?