Jonathan Pain, Author and Publisher of The Pain Report, is a regular key note presenter at Portfolio Construction Forum's continuing education programs. Over the years, he has debuted new investment theses and challenged delegates about how to build better quality investor portfolios...

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

Three articles provide us with insights into the impact that the growth in passive management has had on the performance of active managers; the risks taken by active managers and the general efficiency of markets; and, the behaviour of markets.

Three issues are key to deciphering what 2024-25 will hold for the US economy, which is now the sole major engine of global growth. I will stick my neck out and offer some illustrative probabilities.

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.

Forum CE/CPD hours can be used to help meet the CE/CPD requirements of 20+ governing bodies (regulators, associations, and institutes) - including ASIC, APRA, Legislated (AU)/FAAA, FMA and CIMA® CE/CPD requirements, to name just a few.

By all means, discuss geopolitical events and the likely investment implications. But you should then completely ignore those discussions and consciously exclude geopolitics from your investment decision-making process.

We have entered a period of intensifying geopolitical rivalries and conflicts. If Donald Trump wins the US presidential election in November, the world will be even further destabilised.

The Evergreen Asset Allocation Committee Meeting Feb 2024 (22 Feb 2024) 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.

While investors need to be mindful of the potential risks posed by different stress events, they should largely ignore macro and geopolitical predictions when it comes to selecting companies to invest in. The discussion covered a range of investment topics, from inflation predictions to niche equity opportunities in mid-cap and emerging markets

Investors should explore opportunities beyond the ASX20, focusing instead on the Ex-20 index which provides exposure to Australia's future rather than its past.

Markets Summit 2024 "History doesn't repeat, but it rhymes!" helped delegates better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid their search for return and to help them build better quality investor portfolios.

Established in 2016, Portfolio Construction Forum Finology Summit is THE behavioural finance ('fin") and investor psychology ("ology") program of the year. It will help you better identify and understand how your own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.

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

Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.

Around this time a year ago, about 85% of economists and market analysts (including me) expected the US and global economy would suffer a recession. But the opposite mostly happened. One must approach any 2024 forecast with humility.

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.