3261 results found

Many who attended this year's World Economic Forum in Davos were struck by the jubilant mood of the CEOs in attendance. It was hard to reconcile this optimism economic uncertainty caused by the war in Ukraine.

This lecture argues that a diversified portfolio of core fixed income securities is an essential component of an optimal multi-asset portfolio. What's your philosophy?

This lecture explores the concept of ethics, contemporary issues in financial services as they relate to ethics, and the relevancy and application of ethics in our everyday lives.

Clare Payne | 1 comment | 2.50 CE

Value investing has proven successful over time but it requires discipline and a long-run horizon - and disagreement remains over whether the value premium will persist. What's your philosophy?

The Evergreen Asset Allocation Committee Meeting Jan 2023 (25 Jan 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.

This Spotlight highlights that High Yield Debt can be a very useful addition to most investors' portfolios, producing returns that are close to those of Equities, but with lower risk. Read the abridged report.

This Spotlight finds that High Yield Debt can be a very useful addition to most investors' portfolios, producing returns that are close to those of Equities, but with lower risk. Read the full report.

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.

The Evergreen Asset Allocation Committee Meeting Dec 2022 (15 Dec 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.

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

The farrelly's Dynamic Asset Allocation Handbook (Dec 2022) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours for farrelly's subscribers only.

1.00 CE

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

Nine months ago, we were told that the world would be in recession today. This did not quite happen. Now we are assured that 2023 will see a global recession, even in the US.

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

The Evergreen "Asset Allocation Committee Meeting Nov 2022" (24 Nov 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.

Western investors in China face a completely different economic terrain than the one in which they operated for more than a decade. In a rapidly deglobalising world, investors must consider their next moves carefully.

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

The Lonsec "Green washing - what's in a name?" Webinar (28 Sep 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.

The Australian Investment Council Foundations of Private Capital Course (Nov 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.