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

The Professional Planner 2025 Researcher Forum (02&03 Dec 2025) 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 Implemented Portfolios AAIC Briefing (02 Dec 2025) 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 has been a bumpy year for the US economy. The big question now is what 2026 will bring. Even if important downside risks remain, one can be cautiously optimistic heading into the new year.

This paper looks at the impact of repetition on our perceptions of unethicality and truth. It finds that the more times we hear about a wrongdoing, the more we may believe it - but the less we may care.

As 2025 draws to a close, markets are experiencing what is best described as a "crisis of faith". What this means for investors will depend on the actions already taken so far this year. Those who did nothing are now stuck between a rock and a very hard place.

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

True fiduciary duty is the continual exercise of independent judgement in the client's best interest. Structural bias is the greatest threat to the future of quality investment advice and outcomes. I call this The Fiduciary Gap.

Rather than treating ethical decision-making as a cognitive issue, investment professionals should develop "ethics muscle memory", increasing the chances of successfully navigating moral predicaments in the moment.

Established in 2002, Strategies Summit is THE portfolio construction strategies conference of the year. Presented each August, the program features 50+ carefully selected leading investment thinkers who will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, for you to consider applying in practice to build better quality 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.

The Conexus Fiduciary Investors Symposium (21-23 Oct 2025) 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.

Rich Pickings explores the investment beliefs and philosophies of prominent professional investors. In this episode, I'm in conversation with London-based, absolute return fixed income investor, James McAlevey, BNP Paribas Asset Management...

There is no question that AI is changing the global economy at unprecedented speed, propelling asset markets higher. But will it rescue rich countries from intensifying debt pressures? No one should bet the farm on it.

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

When it comes to what to do about the current daunting range of uncertainties, consider this simple question: How much of your wealth or investable capital would you be willing to wager on the toss of a coin?

The Lonsec Global Small and Mid-Cap Equities Briefing (14 Aug 2025) 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.