Forum Fodder

Forum Fodder | Friday 29 October 2021
We’re very pleased to invite you to join us for Portfolio Construction Forum Markets Summit 2022 “The best offense is a great defense!” on Wednesday 23 February 2022. Markets Summit is once again a full live “hybrid” program - and after 12 long months of disruption, we’re thrilled at the prospect of you being able to join us in person at our live studio in Sydney, in person as a guest at one of the many live sites around Australia, NZ and Asia organised by our Faculty Partners, or, of course, at your desk via live stream if that’s your preference. So please Mark Your Diary! Wed 23 Feb 2022 - live studio, live site and livestream. Registration will open soon.
Graham

Philosophy | Strategies | Finology | As seen at Strategies Conference 2021

The ethical advantage is the means to a better end
With the individual, business and economic benefits on offer from a more ethical Australia, the business case for change is a sound one. Strengthening ethics is simply a must for a better future.
Deen Sanders & John O’Mahony | 1.00 CE | Read, Watch, Listen

Markets

The great supply-chain massacre
Just as banks needed to increase their equity buffers after 2008, we perhaps now need to step back from just-in-time production and redefine productivity in light of supply-chain risks.
Diane Coyle, University of Cambridge | Read

Markets

The Long View: The peak in peaks
As we enter the final quarter of 2021, the din of market sceptics continues. The narrative has now broadened beyond peak economic and earnings growth, however, to include peak everything.
Jeff Schulze, ClearBridge Investments | 0.50 CE | Read

Markets | Strategies | As seen at Strategies Conference 2021

It’s time for investments to move towards the next economy
Capital markets will be shaped profoundly as the economy transitions from a depletive economic model to a more sustainable one. Such transitions will inevitably create winners and losers.
David Li, Impax Asset Management | 0.50 CE | Read, Watch, Listen

Markets | Finology

Research Review: Narrative economics and Covid-19
Covid-19 is a situation in which an actual virus - as well as new narratives related to it and its associated consequences - began spreading at the same time, with major economic consequences.
Rob Hamshar, Portfolio Construction Forum | 2.00 CE | Read

Philosophy | Portfolio Construction Forum proudly supports The Wayside Chapel

On a high
There is an unarticulated deep yearning and contradiction of the heart, that the very thing that is ached for is that which is greatly feared. When the fear evaporates long enough, then precious moments occur…
Jon Owen, Wayside Chapel | Read

Did you know? You can find ethics hours using our Search tool
You can use our advanced Search function to find the continuing education learning activities that most interest you, suit your learning style, and/or meet the requirements of your licensee. You can search by CE competency (e.g. Ethics hours), by the type of CE regime (ASIC, FASEA, FPA, CIMA, etc), by author, by knowledge domain (Philosophy, Markets, Strategies, Investing, Finology), by way of learning (read, watch, or listen), year or program (e.g. Strategies Conference, Markets Summit). Just click on the Search icon at the top of any page, and click the “More” button to bring up the search fields. Get searching for CE

Finology | Invitation to investment advisers

Complimentary self-assessment to benchmark your Client Care & Practice knowledge and skills
FASEA requires that financial advisers continually improve their client care and practice knowledge and skills - doing so makes obvious business sense, as well. Our new Finology Benchmarking Indices (FBI) self assessment tool helps you benchmark your investing biases, beliefs and behaviours versus peers, to further empower your “client care and practice” knowledge and skills. It’s complimentary to our members who give investment advice, while we continue to develop it.
Portfolio Construction Forum | 0.50 CE | Take the FBI self-assessment

Markets

Markets Summit 2022 "The best offense is a great defense!
AEDT Wed 23 Feb 2022
Established in 2009, Markets Summit is THE investment markets scene setter of the year. The one-day program features 20+ leading investment thinkers - geopolitical specialists, economists, market/asset class experts, and investment strategists - from around the world, offering their best high conviction ideas on the drivers of and outlook for the markets (on a three- to five-year view) in the context of the theme - and the implications for portfolios.
Join us at our live studio, a live-site, or via livestream | 7-11 CE | Mark Your Diary! 23 Feb 2022

Markets

The inflation catch-up game
After initially and persistently misreading US inflation dynamics, more Fed officials are now starting to come to grips with the situation. The Fed would be well advised to catch up even faster.
Mohamed El-Erian, Allianz | Read

Markets | As seen at Strategies Conference 2021

The inflation bubble will be deflated
Will current elevated levels be sustained? Not likely. Post Covid-19, secular factors such as debt levels and demographics provide even stronger headwinds against inflation than the preceding decade ever did.
Chris Siniakov, Franklin Templeton | 0.50 CE | Watch, Listen

Philosophy | Strategies | Finology | As seen at Strategies Conference 2021

Better retirement solutions are the means to the end
As the Baby Boomer generation continues to transition to retirement and life expectancies rise, portfolio construction practitioners must ensure retirement solutions meet client goals right to the end of their days.
Adrian Stewart, David Richardson, Iain McCombie, Richard Dinham, Susan Thorp | 1.00 CE | Watch, Listen

Philosophy | Strategies | As seen at Strategies Conference 2021

The future of investing is in creating wealth and well-being
Investors should consider the real-world impact of their investments and build portfolios aligned with the UN Sustainable Development Goals as a means to building clients’ wealth, and improving well-being.
Erik Keller, Robeco | 0.50 CE | Read, Watch, Listen

Strategies

Research Review: The adequacy of retirement income systems
While the retirement income system is designed to accommodate all individuals, the real test is its adequacy for the poor. These two papers address this issue for both Australia and the US.
Ron Bird, Australian National University & Portfolio Construction Forum | 1.00 CE | Read

Markets

Crockpot: Japan is different!
Thanks Tim, this really addresses the elephant in the room when considering macro matters…
Mark Hayden, Hayden Financial Services | Read

Philosophy | Markets | Strategies | Finology

Macro matters: In the end, the macro matters for portfolios
Loved this discussion. Some interesting points which will dictate investment decisions and ESG investing considerations.
Binesh Seetanah, Future Super | Read

Markets

Goldilocks is dying
How will the global economy and markets evolve over the next year? There are four scenarios that could follow the mild stagflation of the last few months.
Nouriel Roubini, Roubini Macro Associates | Read

Markets |

Crockpot: Japan is different!
Japan is too different from the rest of the world to be used as a road map? Acutally, more often than not, the lessons we can learn from Japan’s experience are completely valid in other, very different, economies.
Tim Farrelly, farrelly’s Investment Strategy | 2 comments | Read

Markets | As seen at Strategies Conference 2021

Inflation Roundtable: Inflation is the means - but to what end?
Uncertainty around the inflation outlook is at an extreme – yet a view on inflation is a critical input to building portfolios capable of achieving client goals out into the future.
Hayden Briscoe, Joachim Fels, Jonathan Pain | 1.00 CE | 1 comment | Read, Watch, Listen

Markets | Strategies As seen at Strategies Conference 2021

Now is the time for a dedicated EMD allocation
With attractive valuations and global investors underweight the asset class, the case for a dedicated Emerging Market Debt allocation is growing ever stronger.
Arif Joshi, Lazard Asset Management | 0.50 CE | Watch, Listen

Philosophy | Investing

Research Review: A closer look at value investing
Value investing proved to be successful strategy for nearly a century, before experiencing one of its worst performance periods in the last few years. These two papers examine whether implementation or low interest rates are the culprit.
Ron Bird, ANU & Portfolio Construction Forum | 1.00 CE | Read

Forum CE Library - over 630 CE/CPD accredited learning resources
Complimentary for all Forum members, the Forum’s online on-demand CE Library offers over 620 CE/CPD hours of accredited learning resources, to help members meet the CE/CPD requirements of 20 governing bodies (regulators, associations, and institutes) including ASIC, APRA, FASEA, FMA, AFA, FPA and CIMA^® CE/CPD requirements, to name a few.
Earn CE/CPD hours

Forum CIMA CE Library - over 115 CE hours
This subset of the full Forum CE Library features just those learning resources that are accredited for CIMA CE hours, so CIMA certificants can more easily find learning resources to meet their recertification obligation (at the same time as meeting the CE/CPD requirements of other governing bodies e.g. ASIC, APRA, FASEA, FMA, etc).
Earn CIMA CE hours

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