The Platinum International Brands Fund Update (31 May / 01 Jun 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.

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

The most recent evolution in index investing has been a drift into the active world. Until recently, active passive investing has not been subject to much analysis. The two papers considered here begin to make some inroads.

We should never let rules of thumb override financial fundamentals, but there are times when fundamentals become quite hazy. Recent inflation data suggests that we are in such a period right now.

The Evergreen Asset Allocation Committee Meeting May 2023 (18 May 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.

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

The Longwave "Are we there yet?" Webinar (09 May 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.

Only buy High Yield Debt when it is super cheap? It's nuts and you can clearly see it's nuts.

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

Fragmentation and decoupling are becoming the new normal - US and China remain on a collision course, and a dangerous deepening of the ongoing "geopolitical depression" is all but inevitable.

The Lonsec Symposium 2023 (04 May 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.

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

In a wide-ranging speech last week, Janel Yellen reversed the terms of US engagement with China, prioritising national-security concerns over economic considerations.

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

The Evergreen Asset Allocation Committee Meeting Apr 2023 (20 Apr 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 Hyperion Vinarc PD Day Briefing (20 Apr 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 Coolabah Performance Update & Macro Outlook Mar 2023 (18 April 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 Australian Investment Council Foundations of Private Capital Course (April 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.

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

This Research Roundtable focused on the Ruffer Total Return International (Australia) strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.