For the first time in decades, an inflationary gale is rattling financial markets. This once-in-a-career regime shift poses many challenges for portfolio construction practitioners. Yet, opportunities abound for those able to identify the powerful forces reshaping the outlook for markets and reorientate their portfolios accordingly. It's an ill wind that blows no good! Markets Summit will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help you build better quality investor portfolios.
FTX may be the biggest scandal in crypto so far. But, to paraphrase Mark Twain, rumours of the death of crypto itself have been much exaggerated.
Nine months ago, we were told that the world would be in recession today. This did not quite happen. Now we are assured that 2023 will see a global recession, even in the US.
In stage two of our hypothetical Investment Committee meeting, three economists describe and debate three plausible, forward-looking economic and market scenarios that have a reasonable probability of occurring during the next two to three years.
In this third step of our hypothetical Investment Committee meeting, a diverse panel of asset class experts debates the implications of the three economic scenarios outlined in the Economic Scenarios Roundtable for medium-term (three years) asset class returns.
There is increasing traction for the idea that, to succeed in today's complex, uncertain world of investing, practitioners must embrace alternative investment strategies. But are they all they're made out to be?
Western investors in China face a completely different economic terrain than the one in which they operated for more than a decade. In a rapidly deglobalising world, investors must consider their next moves carefully.
Practitioners must remain open-minded and continuously challenge their portfolio construction beliefs, techniques and tools. This session addressed three contemporary portfolio construction issues: We must use a risk-based framework for portfolio design; The value rotation has just begun; and, ESG ratings undervalue climate solutions…
Infrastructure's unique inflation hedge characteristics protect companies and investors while allowing a tailwind of asset base growth to drive long-term total returns.
If the question is how to achieve an attractive risk-adjusted return through all economic environments, then private debt is the answer. The future ain’t what it used to be - except for private debt.
This Research Roundtable focused on the Warakirri Diversified Agriculture strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.
The world has entered a geopolitical depression with dangerous revisionist powers challenging the economic, financial, security, and geopolitical order that the US and its allies created after WWII.
While equities do outperform in the long-term, the price we pay are the bear markets which periodically come along to test our staying power. This Spotlight is a guide to help investors survive bear markets.
Our asset allocation consultants explain the asset allocation implications of the three Economic Scenarios and blended portfolio, and debate how best to implement the portfolio.
Private equity as an asset class is one of the longest-term strategies. Setting up a solid top-down framework is key to successful private equity portfolio construction.
This Research Roundtable focused on the Warakirri Global Emerging Markets strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.
The outcome of the 20th Party Congress underscores an important distinction between economic growth "with Chinese characteristics" as it has long been described, and a very different strain of development with Xi Jinping characteristics.
Investors began 2022 in bullish form however rising inflation concerns combined with Russia's invasion of Ukraine soon soured the mood. More than ever, practitioners need to understand the key secular and structural forces impacting on markets and the portfolio construction implications.
Sustainable investing is booming - and sustainable investors need to align their strategies with sustainable development ambitions. The Sustainable Development Goals provide a valuable blueprint.
Investing and engaging for change, committing to tackling the climate-related risks that threaten the future of the planet is our duty or our future ain't what it used to be!
This Research Roundtable focused on the Fidelity Global Future Leaders strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.
After four decades of supercharged growth in residential property prices, we are finally seeing some of the froth come out of this market. This Spotlight argues that we are entering a very different environment for residential property prices.
2022 has been a horrible year for investors. Usually when markets are down 20%, you might feel that the worst of the pain has passed. That's unequivocally wrong. The most dangerous phase of markets is yet to come.
The regime has changed. We know from experience that diversified portfolios are robust in a disinflationary world. But some portfolios may not be so robust in an inflationary world. The future is definitely not what it used to be.
The future ain't what it used to be, so capital allocators should look beyond arbitrary benchmarks and combine a thematic universe with the structural benefits of small cap investing.
This Research Roundtable focused on the Lazard Emerging Markets Total Return Debt strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.
What's new with our live and on-demand continuing education, accreditation and certification programs.
