Against a heightened VUCA macro backdrop, it is crucial we reduce the unavoidable dissonance between our own perceptions and market realities, to enable us to better understand what lies ahead for economies and investment markets and reorient portfolios accordingly. Mind the gap(s)! Markets Summit 2024 (Wed 21 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.

In a world where Volatility, Uncertainty, Complexity, and Ambiguity are ever-present and ever-changing, the act of investing is about assessing probabilities and payoffs, not trying to predict what will happen.

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

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 New Zealand subscriber only area...

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...

Highlight our upcoming live CE programs, and all of the complimentary on-demand CE-accredited resources published over recent months.

The Investment Trends Portfolio Management Survey (Dec 2024) has been accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. You must confirm your completion in order to receive CE/CPD accreditation.

Looking ahead, eight risks to global GDP growth stand out. Investors will need to rethink their investment and allocation strategies to navigate an era defined by uncertainty and uneven growth.

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.

Supporters often say that a businessman like Trump or Musk will know how to put America's fiscal house in order. But the smart money says they have no idea what they are doing.

The Platinum End of Year Briefing 2024 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 Implemented Portfolios AAIC Briefing (19 Nov 2024) 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.

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

Research over the last 50+ years has questioned the ability of active fund managers to add value consistently over time. These two papers offer new methods to improve our ability to pick future winners and losers.

History is rhyming again. With the return of President-elect Donald Trump and a Republican Congress, the baseline supply chain policies that investors will have to deal with look a lot like those applied in the 2016 to 2020 period.

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

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

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.