According to the latest generation of behavioural finance theory, individuals seek life wellbeing (underpinned by financial wellbeing) which additionally incorporates non-financial factors.

We should observe markets as they truly are, rather than filtering them through traditional models and assumptions. This introduction to the Markets short course, Thinking Differently About Markets, explores what it means to "think differently" by challenging conventional economic theories and developing a new perspective on market behaviour.

Enlightenment thinkers played crucial roles in shaping early economic thought, focusing on specialisation and market functions. Part of the Markets short course, Thinking Differently About Markets, this lecture traces the evolution of economic and financial theories to provide historical context to modern thinking about the markets.

Traditional thinking about markets can be limiting - understanding the broader context, rather than relying solely on predefined structures, is crucial for effective decision-making. Part of the Markets short course, Thinking Differently About Markets, this lecture looks at the concept of "markets" both theoretically and practically.

Part of the Markets short course, Thinking Differently About Markets, this lecture explores the themes of money, debt, and financial crises, reviewing both orthodox and heterodox perspectives and how economic thinking has evolved over time.

Understanding monetary policy, credit cycles, and financial stability is crucial for navigating financial markets effectively. Part of the Markets short course, Thinking Differently About Markets, this lecture emphasises the importance of understanding market behaviour, how central banks make interest rate decisions, and the signs that indicate shifts in asset performance and potential investment opportunities.

Markets remain fundamentally games of prediction and reaction, despite technological and financial advancements that have seen financial markets expand, introducing a vast array of investment instruments. Part of the Markets short course, Thinking Differently About Markets, this lecture explores portfolio construction in a financial landscape defined by Volatility, Uncertainty, Complexity, and Ambiguity (VUCA).

Established in 2002, Strategies Summit is THE portfolio construction strategies conference of the year. Presented each August, the program features 50+ carefully selected leading investment thinkers who will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, for you to consider applying in practice to build better quality portfolios.

The consensus on Wall Street is that the equity market will keep on rising in 2025. But independent economist, Andrew Hunt, thinks differently. He argues that the US corporate sector is highly leveraged and struggling to generate profits, with private credit posing a systemic risk.