The farrelly's Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", farrelly's long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

The farrelly's Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", farrelly's long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

While President Donald Trump's attack on the US Federal Reserve Board and on a sitting governor, Lisa Cook, has elicited expressions of high alarm from economists and commentators, investors have responded with one big yawn.

Welcome to the farrelly's Dynamic Asset Allocation New Zealand subscriber only area...

Welcome to the farrelly's Dynamic Asset Allocation Australian subscriber only area...

These tutorials relate to the IMAC 2025 lectures and are available to CIMA candidates enrolled in the CIMA Certification Asia Pacific Program 2025.

What's new with our live and on-demand continuing education, accreditation and certification programs.

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.

In the long history of US central banking, Federal Reserve Chair Jerome Powell stands out as a hero. His disciplined performance at this year's Jackson Hole gathering was an extraordinary, Volcker-like act of political courage.

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.

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.

Picking back up from the inaugural Portfolio Construction Forum da Vinci Lecture the prior day, renowned journalist and editor Michael Stutchbury sits down with Oliver Hartwich to discuss the five interconnected crises threatening the foundations of the Western order discuss the practical implications for Australia and NZ, which depend on global trade, laws, stable currencies and open technology. When big powers shake up these systems, it is usually the smaller countries that feel it first. The world we created from the Peace of Westphalia to Bretton Woods owes much to thinkers like Grotius, Locke and Smith. Now that structure is coming apart. The old rules are fading away and nothing seems to be stepping in to fix things by itself. What happens next depends on us. This is not merely a philosophical choice. It is an investment one.
Legacy

Investment is more than technical; it is fiduciary and communal, requiring alignment with values and stewardship of economic and social foundations. Oliver draws together the threads of Strategies Summit 2025, sharing his key takeouts and the implications for investment fiduciaries becoming civilisational stewards.

For much of the past four decades, the key to investing success was to stay long (and get longer!) risk assets. Even in the changed environment of 2020-2024, going with the flow was a good strategy most of the time. But is that still the case? Strategies Summit 2025 (Wed-Thu 20-21 Aug) will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies to help you build better quality portfolios.

What's new with our live and on-demand continuing education, accreditation and certification programs.

The Professional Planner Guide to Advice for High-Net Worth Clients and Family Offices has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. It is governed according by an elected Board. The day-to-day operation of CIMA Society is managed by the Secretariat, headed by the Executive Officer.

The subject at hand being so difficult, it is no surprise that almost all commentators can find some logical justification for any theory of currencies they may hold.

Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. It will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help them build better quality investor portfolios.