With the body of human knowledge doubling in size every year, investors are drowning in data. Yet the emergence of artificial intelligence will increasingly help us manage the problem of cognitive overload. Indeed, such technologies are bringing about a new era, in which the logical and emotional hemispheres of the human brain are knitted back together, enabling a more holistic understanding of the world. The emergence of this superhuman consciousness will profoundly change how people think about the nature of reality – in finance, and more generally – revolutionising the way we manage risk and uncertainty.

The things that make people, people, are also the things that bind our portfolio construction methods together. We are impacted not only by our biases in behaviour, but also by the biases we hold that we're not even aware we hold.

To gain deeper insights, critical to long-term investing, we must adapt by integrating finance with other disciplines. Adopting a holistic perspective can greatly improve problem-solving, bringing valuable benefits to our clients' portfolios.

Our diverse panel of asset class experts discussed and clarified the implications of four economic scenarios for the medium-term (three-year) outlook for key asset classes, and then the Investment Committee (Summit delegates) voted to determine probabilities for each of the scenarios as inputs to the Asset Allocation Roundtable.

Picking up on the inputs from the Asset Class Outlook Roundtable and the Investment Committee's views (as expressed by delegates' votes), our asset allocation panel debated the key asset allocation and implementation decisions for the hypothetical portfolio for the coming 12 months.

Our diverse panel of experts identified their key takeouts from Strategies Summit 2024 and the portfolio construction implications.

The free world faces two related threats. First, the likelihood of World War III is rapidly rising. Second, the creation of a coalition of law-abiding nations appears less likely. And investors anticipating significant interest rate cuts face disappointment.

This lecture instructs IMAC candidates on the diversification benefits and limitations of a multi-asset, multi-manager approach to portfolio construction.

This lecture instructs IMAC candidates on the fundamentals of client discovery and formulating an Investment Policy Statement in the investment consulting context.

Many Australians view the rise of western "populism" as irrational. But former Australian politician and immediate past Ambassador to the US, Arthur Sinodinos, thinks differently.

This lecture instructs IMAC candidates on the process for the design of a strategic investment plan for a portfolio to meet client goals, that applies equally to a small retail client or a very large institutional client.

This lecture instructs IMAC candidates on the use of returns-based multi-factor analysis to better understand the underlying drivers of a managed fund's return and risk over its life.

With Australian insolvencies at a 25-year high and corporate debt defaults rising globally, many investors are hoping that central banks will significantly reduce interest rates. But Coolabah Capital's Chris Joye thinks differently.

This lecture instructs IMAC candidates on the characteristics and use of alternative assets in multi-asset portfolios.

The Investment Management Analyst Certificate (IMAC) advances investment management analyst knowledge, skill and expertise in a definitive set of competencies necessary for building and/or advising on quality multi-manager portfolios. It is both a structured post-graduate certificate course in its own right, and the Australian-based Registered Education Program for the global Certified Investment Management Analyst® (CIMA®) program.

There's much to learn from history, but every time is different when it comes to markets. The backdrop for investing will require investors to identify how the outlook today intersects with our experiences of the past and where it differs.

This economic cycle will mean revert to a traditional business cycle - a cycle that may not exactly repeat but will rhyme with prior inflation cycles. Opportunities exist in global bonds in 2024 and 2025 no matter hard or soft landing outcomes.

Second term presidents tend to be more ideologically aggressive, since they are freed from the need to face voters again. Investors globally need to think through the implications of a second term for either candidate.

While investors need to be mindful of the potential risks posed by different stress events, they should largely ignore macro and geopolitical predictions when it comes to selecting companies to invest in. The discussion covered a range of investment topics, from inflation predictions to niche equity opportunities in mid-cap and emerging markets