Forum Fodder - Quarterly CE Alert!

Quarterly CE Alert! | December 2025

Our Quarterly CE Alert! highlights our upcoming live continuing education programs, and all of the complimentary on-demand CE/CPD-accredited resources we’ve published over the past few months - including the full Strategies Summit 2025 program which is now available to all members. Just scroll on down to get going!

The CE/CPD hours you earn can be used to help meet the CE/CPD requirements of 20+ governing bodies (regulators, associations, and institutes), including ASIC, APRA, Legislated (AU)/FAAA, FMA and CIMA^® CE/CPD requirements, to name a few.

All the best for the next step in your continuing education!
Graham

Markets

Markets Summit 2026 “It’s a whole new world (again)!”
AEDT Wednesday 25 February 2026 | 7+ CE/CPD hrs | A$295+GST (Practitioner)
Join us at our Live Studio, Live Site, or via Live Stream | Register now!
In each of the past three centuries, hugely disruptive technologies have redefined the world – mechanisation in the 18th century; electrification in the 19th; flight and digitisation in the 20th. And now, just five years after Covid disrupted and reshaped the world like no other crisis since World War II, AI has kickstarted a fourth industrial revolution that will fundamentally change the way we work and live once more.
Simultaneously, US President Trump is rapidly dismantling long-held US policy norms, reshaping the government, judiciary, military and media while weaponising national economic policy – heralding in a whole new world of economic statecraft.
Economic statecraft and the race for supremacy in AI and control of rare earths is adding further fuel to US-China rivalry and titanic geopolitical struggle which is playing out in multiple domains, challenging US dollar hegemony and reshaping international relations as other countries respond and reposition – heralding in a whole new world of global economic and security policy, reshaping the global geopolitical, economic and trade order.
Opportunities abound for those able to identify the powerful cyclical, secular and structural changes afoot that are reshaping economies and markets, and reorientate investment portfolios accordingly. In short, immense societal and economic upheaval is once again upending the outlook for investment markets. It’s a whole new world (again)!
Markets Summit 2026 will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.

Strategies | Markets | Investing | Philosophy

Short Course: Mastering private debt investing
Examining the unique characteristics that make private debt a compelling investment.
Private debt has grown in popularity as an alternative source of debt financing, with the asset class tripling in size since 2008. Curated and produced by Portfolio Construction Forum, and led by private debt investing subject matter expert, Andrew Lockhart, this self-paced, two-hour online short course equips you with the expertise to navigate private debt investment confidently across diverse market conditions.
Metrics & Portfolio Construction Forum | 2.00 CE | Enrol

Finology | Philosophy | * Premium *

Behavioural Finance: Investment decision-making short course
Led by behavioural finance expert, Herman Brodie, this online, on-demand course completed at your own pace will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.
Herman Brodie | 8.00 CE (incl 1.00 ethics) | Enrol

Finology | Philosophy

The Inquisitor: We need ethics muscle memory - Mary Gentile
Rather than treating ethical decision-making as a cognitive issue, investment professionals should develop “ethics muscle memory”, increasing the chances of successfully navigating moral predicaments in the moment.
Robert Huebscher, Portfolio Construction Forum | 0.75 CE (Ethics) | Watch, Listen

Finology | Philosophy

Research Review: Moral repetition effect
This paper looks at the impact of repetition on our perceptions of unethicality and truth. It finds that the more times we hear about a wrongdoing, the more we may believe it - but the less we may care.
Rob Hamshar, Portfolio Construction Forum | 1.00 CE (Ethics) | Read

Strategies | Markets | Investing | Finology | Philosophy

Macro Matters! Time to make a move?
A complex array of issues is changing the outlook for economies and investment markets. It is time to make a move to better understand these issues so we can better manage risk and uncertainty, and design portfolios capable of improving the financial well-being of individuals.
Cheng Lei, Christopher Joye, Graeme Miller, Oliver Hartwich, Vasyl Myroshnychenko | 1.00 CE | Watch, Listen

Markets | Finology | Philosophy

Investment professionals must become civilisational stewards
From the origins of Western order in the Renaissance through the Enlightenment, five interconnected crises now threatening its foundations. Our choice is simple – optimise within decline, or rebuild the foundations that made our prosperity possible.
Oliver Hartwich, The New Zealand Initiative | 0.75 CE | Watch, Listen

Strategies | Markets | Investing

Asset-based finance is private credit’s next frontier
In an era defined by rapid economic shifts and evolving banking regulation, the time to make a move is now – asset-based finance is emerging as a compelling frontier for investors.
Jason Mandinach, PIMCO | 0.50 CE | Watch, Listen

Markets | Finology

Research Review: Finfluencers and market efficiency
Individual investors have long responded to the public communications of well-placed, popular investment experts. This paper offers a new understanding of how the rise of “finfluencers” is reshaping the information landscape.
Rob Hamshar, Portfolio Construction Forum | 1.50 CE | Read

Strategies | Markets | Investing

You don’t have to take additional risk to achieve higher returns
With parts of the private credit market under pressure from rising impairments and liquidity constraints, investment-grade credit provides a way to access equity-like returns without taking on additional risk or sacrificing liquidity.
Roy Keenan, Yarra Capital Management | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

It’s time to rethink valuations in your core
Investors should challenge what value means in today’s evolving market and think pragmatically about how value co-exists alongside other accretive factors, thereby uncovering opportunities that challenge the traditional definition.
Vihari Ross, Antipodes Partners | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

Make a move to absolute return strategies in global equities
An absolute return, long-short approach to global equities investing offers the freedom to invest in the best long-term opportunities whatever they are, turning time and disruption into a competitive advantage.
Lev Margolin, System Capital | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

European private credit belongs in portfolios now
Private credit is a maturing asset class globally but expanding rapidly in Europe, with spreads tending to price at a premium to their US counterparts, providing higher interest cover and lower default rates.
Stéphane Blanchoz, BNP Paribas Asset Management | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

Portfolios with high idiosyncratic risk thrive in changing markets
It’s time to move global equities portfolio construction and stock selection with the corporate life cycle - for alpha, balance, and consistency.
Thomas Gander, Life Cycle Investment Partners | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

Active investing must move to systematically scale skill
The explosion of data and advances in AI have permanently changed active investing. The alpha edge lies not in discarding skill, but in scaling it.
Nick Burt, Vinva Investment Management | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

Asset class opportunities 2025/26
Our panel explores three asset class issues that it’s time to make a move on - including private markets, Australian private credit and global listed infrastructure.
Brendan McCurdy, Andrew Lockhart, Warryn Robertson, Sean Henaghan | 1.00 CE | Watch, Listen

Strategies | Markets | Investing

Don’t be ASX-constrained, make private equity your next move
Capital and companies are shifting away from public markets, as private markets have demonstrated return outperformance (with less volatility) over a long period of time.
Justin England, Five V Capital | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

It’s time to quadruple your emerging markets exposure
Emerging markets account for over half the world’s population and a third of global GDP, yet they remain glaringly underrepresented in most investment portfolios. Today’s low valuations could be the springboard for a powerful rebound.
Saurav Das, Orbis Investment Advisory | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

Systematic investing will reshape the design of portfolios
In today’s markets, the challenge isn’t ignorance – it’s bias. The edge lies in discovering what’s happening, but in discerning what truly matters. Now is the time for systematic investing.
Benjamin Leung, Macquarie Asset Management | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

Portfolio design opportunities
Our panel explores three portfolio deign issues that it’s time to make a move on - building bespoke portfolios, taking a Total Portfolio Approach (TPA) to alternatives, and including emerging markets in portfolios again.
Peter Gunning, Deanne Baker, Piers Bolger, Mirko Cugura | 0.75 CE | Watch, Listen

Strategies | Markets | Investing

Investment professionals must be civilisational stewards - Q&A
Picking back up from the inaugural Portfolio Construction Forum da Vinci Lecture, Michael Stutchbury and Oliver Hartwich discuss the five crises threatening the foundations of the Western order and the practical implications for Australia and NZ.
Oliver Hartwich, Michael Stutchbury | 0.50 CE | Watch, Listen

Strategies | Markets

It’s time to rebalance portfolios for economic reality
Economic realities and policy shifts are diverging from market pricing, US equity valuations are at record highs but the outlook for the world’s largest economy is challenged, and the independence of the central bank is at risk. It’s time to make a move to rebalance portfolios.
Ronald Temple, Lazard | 0.25 CE | Watch, Listen

Strategies | Markets | Investing

Asset Class Outlook Roundtable 2025/26
Our diverse panel of asset class experts discusses and clarifies the implications of four global economic and markets outlook scenarios for the medium-term (three-year) outlook for key asset classes.
Jonathan Ramsay, Adam Bowe, Qiao Ma, Wayne Fitzgibbon | 0.75 CE | Watch, Listen

Strategies

It’s time to move from Outsource to In-source
The traditional model of outsourcing investment management to an OCIO is reaching its practical limits. The OCIO relationship with the investment adviser needs to evolve to a deeply integrated partnership.
Jamie Lewin, UBS Asset Management | 0.50 CE | Watch, Listen

Strategies | Markets | Investing

It’s time to make a move - Peer Exchange Group
Our diverse panel of portfolio construction practitioners discusses which of the high conviction propositions they heard during Strategies Summit 2025 it is time to make a move on, to design resilient portfolios in practice.
Angela Ashton, Chris Ogilvie, David Wright, Mirko Cugura, Pete Norris | 1.00 CE | Watch, Listen

Connect with us on LinkedIn
We let my LinkedIn network know as soon as we release new articles on portfolioconstructionforum.edu.au and when registration opens for our face-to-face CE programs. And of course, I’d welcome having an offline direct conversation with you any time.