Simply put, the effort to fight inflation could easily crash the economy, the markets, or both. The historical evidence shows that a soft landing is highly improbable. A recession in the next two years is likely.

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

As of 6 May, the bond market expected US consumer price inflation to average 2.5% between five and 10 years from now. So why does Kenneth Rogoff of Harvard University argue "things are way out of control"?

For many decades, the default investment portfolio was a 60/40 split – this was seen as the ideal blend of growth and defensive investments for most investors most of the time. Will it continue to deliver in a high inflation, high interest rate environment?

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

As inflation fears increase, we are seeing property and infrastructure fund managers saying their favourite asset class is a wonderful inflation hedge. There is more than a grain of truth here, but it is only half of the story.

The farrelly's User Group Forum 2022 (22/23 Mar 2022) 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.

Over the long-term, dividend growth and dividend yield are the dominant sources of long-term return. Valuation's importance recedes over time. Sustainable dividend growth companies appear to play defence well.

Record low interest rates have fundamentally changed the playbook for income investors. With banks withdrawing from the CRE debt market, other lenders have greater opportunity.

We have distilled the Markets Summit 2022 Faculty's high-conviction propositions into three key discussion threads, and analysed how these threads relate to the key take-outs from Markets Summit 2021. By considering the discussion threads within the context of the program theme, you will be better able to decide whether you agree or disagree with each proposition, and to decide your key take-outs, and which of the propositions will investigate further after the live program.

Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. With interest rates near historical lows and asset prices around all-time highs, practitioners are grappling with the defensive side of multi-asset portfolios. Downside protection is essential in such an uncertain environment. Arguably, the best offence is a great defence! Markets Summit 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.

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.

If everyone wants a free lunch, the bill eventually will be paid by those least able to afford it. Emerging-market economies have had to learn this the hard way. Developed countries may have to learn it again.

How we organise information in our heads, evaluate it, give it weight and then store it in our memories impacts our decisions. Part of the Finology short course, Behavioural Finance - Investment Decision-Making, this lecture looks at the concept of the schema, a mental model of the world we use to swiftly understand incoming information.

Two of the most important practical implications of prospect theory in asset pricing are the existence of price momentum, and investors' preferences for skewness in the distribution of returns. Part of the Finology short course, Behavioural Finance - Investment Decision-Making, this lecture reviews explains why these phenomena persist and practical ways they can be exploited.