Near- and medium-term gaps in current market narratives and perceptions lead to a simple conclusion. It is time for caution. As an "unconstrained" investor with no one to answer to but myself, my experience suggests three courses of action.

With monetary policy easing set to provide an additional tailwind for smaller companies, now is the time for practitioners to consider increasing global small caps exposure in portfolios.

Trump 2.0 is starting where Trump 1.0 ended – with distortions, convoluted logic, and the related risk of major policy blunders.

The economic damage Trump could cause will be moderate, according to Woody Brock. His bigger concern is what could go wrong with foreign policy under Trump because, in Woody's view, the probability of a global war is higher than it has been in decades.

While investors considering supply chain themes face another complex year in 2025, but it would be a mistake to assume there are only risks. There are plenty of opportunities to build sustainable, competitive advantage.

What impact will the next US administration have on economic growth and inflation? The answer is not yet clear, because while some of President-elect Donald Trump's proposed policies would boost growth and reduce inflation over time, others will have the opposite effect.

In a world where Volatility, Uncertainty, Complexity, and Ambiguity are ever-present and ever-changing, the act of investing is about assessing probabilities and payoffs, not trying to predict what will happen.

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

Looking ahead, eight risks to global GDP growth stand out. Investors will need to rethink their investment and allocation strategies to navigate an era defined by uncertainty and uneven growth.

Supporters often say that a businessman like Trump or Musk will know how to put America's fiscal house in order. But the smart money says they have no idea what they are doing.

History is rhyming again. With the return of President-elect Donald Trump and a Republican Congress, the baseline supply chain policies that investors will have to deal with look a lot like those applied in the 2016 to 2020 period.

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.

Delta Factors is a returns-based factor analysis tool that will help you create robust portfolios by deepening your understanding of the underlying factors that have truly driven a fund's investment risk and return. It is highly intuitive, visual, fast and cost effective.

At one extreme, the whole investment decision-making process could be turned over to AI - at the other, it can just be used in data collection. These two papers capture the challenges of integrating AI into funds management and financial advice processes.

With polls suggesting that Kamala Harris has at least a 50% chance of winning next month's US presidential election, questions about her economic-policy agenda have come to the fore.

Manufacturing reshoring by global multinationals is key to economic development in frontier and emerging markets. Understanding the shifting dynamics can be critical to investment decision-making at both the country and sector level.

These tutorials relate to the IMAC 2024 lectures and are available to CIMA candidates enrolled in the CIMA Certification Asia Pacific Program 2024.

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

Investors need to challenge conventional wisdom around investment style, process and active share and focus on durable sources of alpha that will improve total portfolio returns.