Food for thought and CE from Portfolio Construction Forum

The Professional Planner Guide to Investment Innovation 2026 has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who read it online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

Markets continue pricing artificial intelligence as a productivity revolution. Increasingly, it is also becoming a capital cycle, influencing how capital is allocated throughout the global economy.

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

CIMA Society membership gives you access to multiple sources of quality "approved" CIMA CE hours that are stored in your Forum MyCE and reported automatically to IWI on your behalf – and CIMA Society pays any applicable reporting fee.

Markets continue to behave as though AI can absorb almost any macroeconomic shock, largely pricing AI as an abundance narrative. Meanwhile, the underlying system is increasingly signalling scarcity.

Markets continue to behave as though AI can overpower the macro cycle. But underneath that confidence, a different system is emerging.

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.

For investment advisers, empathy without objectivity can become harmful. Expertise, intuition and independent thinking are best built through deep internalised knowledge, not passive reliance on AI.

Certified Investment Management Analyst (CIMA) is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-asset, multi-manager portfolios.

With Jerome Powell concluding his tenure as Fed chair, his legacy is likely to reflect a striking irony - it will have been secured by the man who sought most aggressively to undermine him.

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

The Fiduciary Investors Symposium NSW 2026 (12-14 May 2026) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The AI boom, energy insecurity, strategic infrastructure, liquidity management and private market implementation are all becoming part of the same portfolio construction conversation.

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

Private credit markets are under growing stress, fuelling fears of a financial crisis that could spill over to the real economy. But a closer look at the evidence suggests predictions of a meltdown are running well ahead of the facts.

These tutorials relate to the IMAC 2026 lectures and are available to CIMA candidates enrolled in the CIMA Certification Asia Pacific Program 2026.

This lecture instructs IMAC candidates on the fundamentals of specifying a Neutral Asset Allocation when building investment portfolios.

When considering the ethics of our actions, we often rely on two approaches - considering the outcomes and consequences, and whether the action accords with rules and norms. The effectiveness of a third approach is the focus of this research paper.

Markets can remain stable at the index level even as risk becomes more uneven, more concentrated, and more difficult to hedge. This week's signals suggest that is now the dominant dynamic.