With the US's disastrous exit from Afghanistan, the parallels between the 2020s and the 1970s just keep growing. Has a sustained period of high inflation just become much more likely?

Demand and supply dynamics could lead to 1970s-style stagflation (rising inflation amid a recession) and eventually even to a severe debt crisis.

All markets are embedded in a web of human relations, values and norms. We must rethink the relationship between market and civil society to return to a more secure and stable economic plane.

Raghuram Rajan | 1.00 CE

In the 1990s and 2000s, investors were largely able to ignore the macro picture. But macro forces have reawakened and matter more than ever for portfolios to succeed in meeting client goals in the years ahead.

Target date funds first became popular as a MySuper option. Leaving aside whether target date funds are a good idea in the first place, what these two papers highlight is a lack of thought in their design.

Ron Bird | 1.00 CE

Inflation readings in the US have shot up in recent months. At the same time, stock markets are flirting with all-time highs. Something in all this does not add up.

Starting in mid to late 2022, five structural changes will begin to kick in that will drive inflation to between 4% and 6% in the years following 2022. These changes will impact inflation for decades.

With several catalysts impacting on the Australian advice landscape, we are seeing a resurgence back to centrally developed investment portfolio construction solutions - but the approach differs to history.

David Hutchison | 0.75 CE

Many research papers address the investment performance of sustainable investing - few have investigated whether this form of investing actually achieves the intended good. Two papers address that gap.

Ron Bird | 1.00 CE

Self-awareness has been hailed as one of the most important meta-skills of the 21st century. In an investment advice context, both advisers and clients benefit from engaging in activities that promote its development.

Rob Hamshar | 0.50 CE

How transitory is today's inflation? One camp has a surprisingly strong conviction that the current uptick in inflation will sharply reverse itself. Others, including me, are not so sure.

The stability of stablecoins is an illusion. They are unlikely to replace Federal Reserve money, unlikely to revolutionise finance, and unlikely to realise the dreams of their libertarian enthusiasts.

A period of slower, yet still robust, economic and earnings growth will be powerful enough to elongate the current bull market. Long-term investors should take advantage of any market pullback.

Jeff Schulze | 0.50 CE

Activist short sellers have received increasing attention - and notoriety - in recent years. This paper adopts the lens of narrative economics to reveal useful insights into the dynamics of activist short selling.

Rob Hamshar | 1.50 CE

During accumulation, the concept of portfolio longevity is quite meaningless. Eventually, peak-wealth is achieved and withdrawals exceed investment gains. Managing portfolio longevity becomes critical.

Moshe Milevsky | 0.50 CE

What's new with our live and on-demand continuing education, accreditation and certification programs.