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

The Solaris Australian Equity Reporting Season Webinar (03 Mar 2023) 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 Solaris Australian Equity Reporting Season Mar 2023 Webinar (on demand) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The Lonsec "Managers in focus unlisted property" Webinar (01 Mar 2023) 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 Pinnacle Insight Series 2023 Income and Alternatives (28 Feb, 01/02 Mar 2023) 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.

Established in 2009, Markets Summit is THE investment markets scene setter of the year, focusing on the key drivers and outlook for the markets. As usual, 2023 Faculty were each challenged to offer their best high conviction proposition in the context of the program theme - this year, "Every VUCA cloud has a silver lining!" Their high-conviction faculty propositions can be distilled into three key discussion threads, supporting the case that, for portfolios, every VUCA cloud has a silver lining! Watch the highlights video, read the key takeouts - and then delve into the high conviction presentations that most interest you.

The Lonsec "How do we manage money for retired clients" Briefing (23 Feb 2023) 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.

As the clouds of Volatility, Uncertainty, Complexity and Ambiguity continue to swirl, the silver lining is that we are on the road back to normal monetary policy settings, from abnormal, and a return to more rational asset prices. But we must be patient.

Investors need to leverage the experience of past decades while also humbly contemplating an uncertain outlook. Compared to any post-WWII period, this time really is different!

The pre-pandemic New Normal decade introduced investors to TINA - there is no alternative. With interest rates and bond yields having moved higher, it's time to say goodbye to TINA because bonds are back.

In these unsettled VUCA conditions, private debt can offer short duration with a focus on capital preservation, a silver lining for investors in the form of consistent, risk-adjusted returns and income.

Those constructing portfolios must understand the nuances of bond risk/return drivers and how bond market performance can be impacted by different macro scenarios. Opportunities abound.

The RBA is set to continue rate hikes that will bring on an earnings recession in 2023. Use Australian equity market weakness later in this year as the silver lining to position for an improved long-term outlook for Australian equities.

Global demand for greater computing power continues to escalate, presenting an exciting silver lining of possibilities and investment potential.

Inclusion of private equity as an alternative asset in portfolios is an out-of-date approach that does not consider secular trends in companies staying private and the unfolding democratisation of PE.

As economies continue to recover from the catastrophe of Covid-19 lockdowns, we must re-embrace the pursuit of progress, an idea that is central to science, freedom, and a thriving society.

Although the consequential volatility casts a VUCA cloud over global REIT performance, the silver lining is that this is transitory, in part reflecting a number of the sector's key attributes.

Sustainability is at the core of future societies. By channelling investments in companies with sustainable practices, heightened by environmental and social conscience, investors can seize opportunities in transitioning economies.

After a chaotic period, across most asset classes, silver linings are emerging. Global equity investors can capture these by identifying companies best placed to benefit from shifts in energy and technology.