Forum Fodder - Quarterly CE Alert!

Quarterly CE Alert! | June 2026

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. Just scroll 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

Strategies | Markets | Investing | Finology | Philosophy

25th annual Strategies Summit 2026 “Eyes on the prize!”
AEST Wednesday 19 August 2026 | 7+ CE/CPD hrs | A$295+GST (Practitioner Early Bird)
Join us in our Live Studio, Live Site, or via Live Stream | Register now!
The purpose of investing is not simply to accumulate wealth. The real “prize” is financial wellbeing, won by helping clients stay focused on what ultimately matters - achieving their goals, improving their quality of life, and providing for the people who matter most, throughout both the accumulation and decumulation phases of life.
That’s far easier said than done. At Markets Summit in February, we agreed we are living in a whole new world (again)! - a world of structural change, geopolitical fragmentation, technological disruption, and evolving market regimes. For investment and wealth professionals, that means rethinking assumptions, broadening perspectives, and adopting a Whole Brain Approach to portfolio construction strategies.
As Yogi Berra famously observed: “If you don’t know where you are going, you’ll end up someplace else.” Eyes on the prize!
Strategies Summit 2026 will challenge and refresh your portfolio construction thinking through robust debate of contemporary and emerging strategies, to help you build better quality portfolios designed to improve client financial wellbeing.

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

Strategies | Markets | Investing | As seen at Markets Summit 2026

Unconscious and concentrated – it’s no time to be passive
We’re witnessing a profound and transformation shift in markets and economies, marked by an end to globalisation and a focus on national priorities, intertwined with the drive for AI supremacy. This is not time to be inactive!
Brett Lewthwaite, Macquarie Asset Management | 0.25 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

Small caps’ structural advantage is durable and deepening
The dominance of passive investing and mega-cap concentration has created a widening structural opportunity in small-cap equities - the widest inefficiency in public equity markets and a compelling return outlook.
Greg Dean, Langdon Equity Partners | 0.50 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

It’s a whole new world of asset class opportunities (Debt)
Powerful cyclical, secular and structural changes are reshaping the outlook for asset classes. This panel debated the outlook for real assets, global absolute return debt, and Australian and international private credit.
Michael Meehan, James McAlevey, Andrew Lockhart, Ji He | 1.00 CE | Watch, Listen

Strategies | Markets

Market Signals: AI becomes the capital cycle
Markets continue pricing artificial intelligence as a productivity revolution. Increasingly, it is also becoming a capital cycle, influencing how capital is allocated throughout the global economy.
Nick Schoenmaker, Portfolio Construction Forum | 0.50 CE | Read

Strategies | Markets | Investing | As seen at Markets Summit 2026

In the new world, private credit still holds steady
A persistent supply–demand imbalance, combined with tighter bank capital requirements, is opening the door to more opportunities for private lenders.
Andrew Lockhart, Metrics Credit Partners | 0.25 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

Quality and valuation still drive long-term returns
Artificial Intelligence is disrupting industries and creating winners, losers, and perceived losers. Long-term value is created by owning resilient businesses rather than chasing momentum.
David Steinthal, L1 Capital International | 0.25 CE | Watch, Listen

Strategies | Markets

Market Signals: AI meets the bond market
Markets continue to behave as though AI can absorb almost any macroeconomic shock, largely pricing AI as an abundance narrative. Meanwhile, the underlying system is increasingly signalling scarcity.
Nick Schoenmaker, Portfolio Construction Forum | 0.25 CE | Read

Strategies | Markets | Investing | As seen at Markets Summit 2026

RBA’s lower speed limit means lower interest rates, not higher
As the RBA hikes rates to curb inflation due to a lower speed limit, should investors ultimately be expecting lower or higher bond yields?
Adam Bowe, PIMCO | 0.25 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

The new world’s winners will look very different from past decades
AI, geopolitical realignment, energy transition, and aging demographics are reshaping the world, creating opportunities for diversification and downside protection versus passive core portfolios overweight the ‘old world’.
Jacob Mitchell, Antipodes Partners | 0.50 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

Global REITs are the new world’s most overlooked opportunity
The valuation disconnect between REITs and broader equities is at levels only seen during the GFC, yet the underlying real estate fundamentals tell a very different story. It’s time to ‘buy-the-dip’ in high quality global real estate.
Sonia Luton, Resolution Capital | 0.50 CE | Watch, Listen

Strategies | Markets

Market Signals: Reflections on a changing regime
The AI boom, energy insecurity, strategic infrastructure, liquidity management and private market implementation are all becoming part of the same portfolio construction conversation.
Nick Schoenmaker, Portfolio Construction Forum | 0.25 CE | Read

Strategies | Markets | Investing | As seen at Markets Summit 2026

The new world favours global small-cap equities
A changing equity market structure is emerging, driven by changing investor behaviour and advances in AI - and global small-cap equities sit at the centre of this shift, as one of the last frontiers of inefficiency in public markets.
Sadhvi Gupta, Goldman Sachs Asset Management | 0.25 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

Core infrastructure is a generational investment opportunity?
Headlines highlight the growing demand for power generation, largely driven by digitalisation, AI, robotics, and automation. The undersupply of infrastructure needed to support it provides a real market opportunity for investors.
Teiki Benveniste, Ares Wealth Management Solutions | 0.50 CE | Watch, Listen

Philosophy

Research Review: What if everyone did that?
When considering the ethics of our actions, we often rely on two approaches - considering the outcomes and consequences, and whether the action accords with rules and norms. The effectiveness of a third approach is the focus of this research paper.
Rob Hamshar, Portfolio Construction Forum | 1.50 CE | Read

Strategies | Markets

Market Signals: Markets vs system reality
Markets can remain stable at the index level even as risk becomes more uneven, more concentrated, and more difficult to hedge. This week’s signals suggest that is now the dominant dynamic.
Nick Schoenmaker, Portfolio Construction Forum | 0.25 CE | Read

Investing | Finology | Philosophy

The Inquisitor: Behaviour is key to alpha - Clare Flynn Levy
Behavioural analysis enables a deeper insight into fund performance and the identification of highly skilled managers capable of generating consistent investment alpha.
Robert Huebscher, Portfolio Construction Forum | 0.75 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

It’s a new world of price sensitive demand for fixed income
After more than two decades of an ever-present central bank demand backstop, we’re now entering a global fixed income market devoid of price insensitive demand, challenging the risk/return profile going forward.
James McAlevey, BNP Paribas Asset Management | 0.25 CE | Watch, Listen

Strategies | Markets | As seen at Markets Summit 2026

ABF offers the best risk-adjusted yield in private markets today
Post-GFC, banks trimmed corporate credit risk from their balance sheets, creating a direct lending boom. We are now in the early innings of Asset Backed Finance filling a similar capital void.
Owen Libby, Blue Owl Capital | 0.25 CE | Watch, Listen

Strategies | Markets

Market Signals: Stability priced, risks rising
Markets are currently pricing stability. But the underlying system remains constrained and market structure is becoming more fragile. The gap between pricing and reality is where risk tends to emerge.
Nick Schoenmaker, Portfolio Construction Forum | 0.25 CE | Read

Strategies | Markets | Investing | As seen at Markets Summit 2026

A whole new world demands bold, flexible liquid alternatives
Liquid alternatives promise two things - diversification from equities and compelling standalone returns. Yet most fall short. Investors need liquid alternatives to be bold and flexible.
Suhail Shaikh, Fulcrum Asset Management | 0.25 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

US technological dominance is cracking, a new power is rising
The first phase of the AI super cycle was driven by a narrow group of US companies, but the world’s reliance and dependence on US technology and defence has shifted. A new chapter of technological power has begun beyond US borders.
Billy Leung, Global X | 0.25 CE | Watch, Listen

Strategies | Markets

Market Signals: When hedging stops working
A market can absorb volatility for a long time. It can absorb headlines, short-term oil spikes, and contradictory policy signals. What is harder to absorb is a shift from price disruption to actual constraint.
Nick Schoenmaker, Portfolio Construction Forum | 0.25 CE | Read

Strategies | Markets | Investing | As seen at Markets Summit 2026

Global private credit is tailor-made for a whole new world
As demand for private credit has grown over the past five years, so too has the availability of offerings such as the US Business Development Companies (BDCs). The current balance of risks tilts toward a favourable risk/return profile.
Ji He, Muzinich & Co | 0.25 CE | Watch, Listen

Investing

Research Review: The rise of AI in investment
AI has emerged as one of the most transformative technologies of the 21st century, offering remarkable capabilities in data processing, pattern recognition, and automation. This paper provides a useful discussion of the use of AI by investment funds.
Ron Bird, Australian National University | 1.00 CE | Read

Strategies | Markets

Market Signals:  Structural shift emerging
The shift this week is subtle, but important. Markets are beginning to transition from a world where policy drives outcomes, to a world where physical constraints and geopolitical realities drive outcomes. The distinction matters.
Nick Schoenmaker, Portfolio Construction Forum | 0.25 CE | Read

Strategies | Markets | Investing | As seen at Markets Summit 2026

We are living in a whole new world of radical disruption
We are living in an age of exponential change and radical uncertainty. We must prepare ourselves (and our portfolios) for the seismic societal and economic shocks that are hurtling our way.
Jonathan Pain, The Pain Report | 0.50 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

It’s a whole new world of geoeconomics influences
This session explored two perspectives on the drivers of and outlook for Australian and global fixed income - The RBA’s lower speed limit means lower interest rates, not higher; and, Unconscious and concentrated, it’s no time to be passive.
Adam Bowe, PIMCO & Brett Lewthwaite, Macquarie Asset Management | 0.75 CE | Watch, Listen

Finology | Philosophy

Research Review: Investment advice under oath
Historically a feature of the medical and legal professions, oaths have become increasingly popular in promoting ethical practice in other occupations. The effectiveness in the financial advice context is the focus of this research paper.
Rob Hamshar, Portfolio Construction Forum | 1.50 CE (Ethics) | Read

Strategies | Markets

Market Signals: Hormuz shock & stagflation risk
The disruption in the Strait of Hormuz has forced markets to confront how dependent the global economy remains on physical infrastructure - shipping lanes, energy flows, and industrial supply chains. Yet equity indices have remained relatively resilient, suggesting investors still assume the disruption will prove temporary.
Nick Schoenmaker, Portfolio Construction Forum | 0.25 CE | Read

Strategies | Markets | Investing | As seen at Markets Summit 2026

Investors must adapt to a more tribal less rational world
For decades, investors relied on a stable, predictable world. Today, that world is being mugged by reality. Portfolios must focus on places where the rule of law still matters and identify the strategic bottlenecks that now pick the winners and losers.
Oliver Hartwich, The New Zealand Initiative | 0.50 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Markets Summit 2026

It’s a whole new world
2025 was likely the beginning of the end of US exceptionalism in markets. It’s a whole new world (again)! – but many portfolios are positioned for the past based on an incomplete assessment of risk and reward.
Ronald Temple, Lazard | 0.50 CE | Watch, Listen

Markets | As seen at Markets Summit 2026

Get Real – we must wake up to the whole new world
Real assets, including direct lending, core real estate, and infrastructure, can help improve overall portfolio efficiency by offering positive returns during periods of economic contraction and high inflation.
Michael Meehan, Nuveen | 0.25 CE | Watch, Listen

Strategies | Markets

Market Signals:  Energy Shock and Stagflation Risk
Markets spent the week attempting to price a geopolitical shock whose macro consequences remain highly uncertain. The challenge is not predicting how the conflict evolves. It is recognising how shocks like this propagate through portfolios.
Nick Schoenmaker, Portfolio Construction Forum | 0.25 CE | Read

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 Heubscher, Portfolio Construction Forum | 0.75 CE | Watch, Listen

Finology | Philosophy

Research Review: Attributing ethical responsibility
Together, these two articles shed light on important micro and macro challenges facing the growth of ethical responsibility in investment and wealth management.
Rob Hamshar, Portfolio Construction Forum | 2.00 CE | Read

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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.