Retirement is just one phase in life. This paper provides some interesting insights into mandatory superannuation and its implications for pre- and post-retirement consumption.

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 key to the near-term outlook is not US tariffs or the Iran war but their geopolitical interplay. This year's twin shocks make a global recession look increasingly likely.

While the impact of US trade tariffs will be far less than investors fear, broad portfolio diversification is paramount and indexed strategies are no longer appropriate.

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

While there is a grain of truth in many of the arguments supporting the claim that private credit is set to blow up, most are vastly overblown or, where correct, can easily be managed.

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

In an industry saturated with greenwashing, woke-washing, whitewashing, and other appeals to our ethical sensibilities, moral courage is a critical virtue for upholding high ethical standards and building societal trust.

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

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...

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

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...

Welcome to the Thinking Differently About Markets subscriber only area...

This lecture instructs IMAC candidates on the characteristics of hedge fund investments.

This lecture instructs IMAC candidates on the characteristics of digital asset investments.

Thinking Differently about Markets is a subscription service that enables a deeper and more realistic understanding of economic and financial dynamics, empowering greater clarity and agility in portfolio construction. It will help you create robust portfolios by deepening your understanding of how economies and markets really work.

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

I have significantly rethought the likely implications of the Trump administration's impact on the world's economies and polities. I am more optimistic.

This lecture instructs IMAC candidates on the on the definitions and characteristics and the use of public and private real asset investments in multi-asset portfolios.