Will inflation in the US this year represent "overheating" of the economy as a whole? Most likely, it will not. And while some worry that we may be returning to the 1970s, this is highly unlikely.

Investors rely on both their competence and confidence to make investment decisions. The overconfidence effect is sometimes dubbed the "mother of all biases".

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

The Hyperion "Sustainability & investing" Webinar 2021 (29 Apr 2021) 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.

Hyperion "Sustainability & investing" Webinar 2021 (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.

Coolabah “March returns & house prices” Webinar 2021 (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 Coolabah “March returns & house prices” Webinar 2021 (29 April 2021) 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 ClearBridge "Inflationary riptide or reflationary current" Webinar 2021 (27 Apr 2021) 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.

I should have known better when I came off the bench as a retired forecaster last summer and penned a piece with the now memorable title of "America's Coming Double Dip".

These two papers provide useful insights into how investors' attitudes and behaviours evolve over time, and how our beliefs are distorted if we experience positive or negative prior returns.

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

A generation of great international economists is passing from the scene. Richard Cooper, Robert Mundell and John Williamson each made important contributions on a variety of topics including to the ongoing debate about optimal currency arrangements.

Resolution Capital "REITflation" Webinar 2021 (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 Resolution Capital "REITflation" Webinar 2021 (22 Apr 2021) 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.

There is a growing debate about whether the inflation that will arise over the next few months will be temporary, reflecting the sharp bounce-back from the Covid-19 recession, or persistent, reflecting both demand-pull and cost-push factors.

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

What's new for our CIMA Society members.

Even armed with objective probabilities to help decision-making, people often add their own subjective "weights". Two papers explain this "probability weighting" and how it affects investment decisions.

The Platinum "Adviser Update Mar 2021" Webinar (30 Mar 2021) 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.