Four "big picture" geopolitical conditions will affect policy and markets going forward - in order of importance, the South China Sea, Russia returns, the end of Sykes-Picot in the Middle East, and the unwinding of the EU.

This week's Fodder features 15 CPD accredited videos, papers and perspectives. Absorb them, sit the quiz and earn CPD.

The current focus on the downpour in Greece is understandable. But we should not be so distracted that we fail to prepare for two other possible storms – and the possibility that they converge into a perfect storm.

This week's Fodder features 15 CPD accredited videos, papers and perspectives. Absorb them, sit the quiz and earn CPD.

As always, PortfolioConstruction Forum Symposium is the highlight of my year in terms of professional development. This year's was probably the best to date. Here are the key takeouts I sent to my clients.

PortfolioConstruction Forum Academy challenges and advances portfolio construction knowledge and wisdom. Open to a select group of just 80 senior, experienced portfolio construction practitioners each year, Academy will enable you to continuously develop, test, and validate your portfolio construction philosophy and decision-making framework.

The 2014-2015 Academy Resources Kit is a rich repository of continuing education material including the presentations, podcasts, and research papers from the Academy Seminars for the 2014-2015 curriculum year...

The 2013-2014 Academy Resources Kit is a rich repository of continuing education material including the presentations, podcasts, and research papers from the Academy Seminars for the 2013-2014 curriculum year...

The 2012-2013 Academy Resources Kit is a rich repository of continuing education material including the presentations, podcasts, and research papers from the Academy Seminars for the 2012-2013 curriculum year.

The 2011-2012 Academy Resources Kit is a rich repository of continuing education material including the presentations, podcasts, and research papers from the Academy Seminars for the 2011-2012 curriculum year.

The 2010-2011 Academy Resources Kit is a rich repository of continuing education material including the presentations, podcasts, and research papers from the Academy Seminars for the 2010-2011 curriculum year.

PortfolioConstruction Forum Academy Winter Seminar 2015 featured four sessions. This Resources Kit contains the materials for preparing for the Seminar, as well as the presentation slides.

New this week - Jonathan Pain argues reflation is underway & Dom McCormick says "No property bubble" case lacks substance, plus more from GaveKal, Keith Goddard and BCA Research.

New this week - Jonathan Pain argues reflation is underway & Dom McCormick says "No property bubble" case lacks substance, plus more from GaveKal, Keith Goddard and BCA Research.

Symposium 2015 featured 20+ leading investment professionals arguing their best, high conviction ideas about the markets, strategies and investing.

This week's Fodder features contrasting views on smart beta with Michael Furey, Michael Edesess and Neuberger Berman

This week's Fodder features contrasting views on smart beta with Michael Furey, Michael Edesess and Neuberger Berman

Dr David Lazenby is Chief Finology Officer, PortfolioConstruction Forum. His brief is to oversee PortfolioConstruction Forum’s finology curriculum.

New this week - Jonathan Pain talks secular reflation while Bob Gay says there's little chance the ECB's QE will work

New this week - Jonathan Pain talks secular reflation while Bob Gay says there's little chance the ECB's QE will work