Our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

Equity investors should set aside their fears of a second Trump presidency and focus instead on the structural opportunities presented by decarbonisation.

With monetary policy easing set to provide an additional tailwind for smaller companies, now is the time for practitioners to consider increasing global small caps exposure in portfolios.

The 2024 US election result could potentially upend assumptions about global growth and markets in the years ahead. The next four years could be Volatility, Uncertainty, Complexity and Ambiguity (VUCA) on steroids!

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.

At Strategies Summit in August 2024, a diverse panel of asset class experts debated the implications of four medium-term scenarios. Now, practitioners need to re-visit their medium-term outlook for investment markets.

Green bonds have outperformed conventional bonds for five of the last seven years and their potential for positive outcomes during central banks cutting cycles make them a compelling investment.

While the global economy is on track for a soft landing over the next 12 to 18 months, high stock prices, recession risk, and political uncertainty cloud the outlook for equities.

Central banks believe that economies tend towards equilibrium. But Professor Steve Keen thinks differently. He argues that central bank models fail to capture the complexity of modern economies while faulty climate change models threaten the capitalist system...

What went wrong with capitalism? According to Ruchir Sharma, progressives are right, in part, when they mock modern capitalism as "socialism for the rich."

This Research Spotlight focuses on the Brandywine Global Opportunistic Equity strategy, a benchmark unaware true value global equity strategy that has produced very strong alpha.

With armed conflicts raging in Europe and Middle East, and the prospect of a US-China showdown over Taiwan, many investors believe World War III is increasingly likely. But the Forum's Visiting Fellow, Pippa Malmgren, thinks differently.

Powerful geopolitical, demographic, environmental, technological and sociological trends are reshaping our world, impacting investment risk and uncertainty and how best to design portfolios capable of improving the financial well-being of individuals.

Investors need to challenge conventional wisdom around investment style, process and active share and focus on durable sources of alpha that will improve total portfolio returns.

With a more benign outlook for interest rates conditions, there is an opportunity to capitalise on the innate earnings power of infrastructure assets.

An Alternative Risk Premia (ARP) approach to investing, rooted in academic research, can deliver more stable and resilient performance even in volatile market conditions.

Within emerging market economies, there are many companies that have developed to challenge the world's best businesses. Valuations are attractive and do not reflect the underlying value of the business.

Did you ever wonder why so many pundits got their Australian house price forecasts so wrong? Real estate pricing is not driven by interest rates, population growth, or tax regimes.

The market growth and quality of private market alternatives provides investors an opportunity to meaningfully enhance 60/40 with higher returns and less volatility.

Higher rates and structural changes, such as tighter regulation, are reshaping both public and private debt markets, requiring investors to take a multi-sector and relative value approach across both.