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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.

The greenback's dominance may well be more fragile than it appears, because expected future changes in China's exchange-rate regime are likely to trigger a significant shift in the international monetary order.

The price of Bitcoin, the canonical cryptocurrency, is so volatile that it is almost impossible to imagine it becoming a reliable store of value or means of exchange.

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

It's time to construct portfolios with investment strategies designed to advance humankind towards a global sustainable economy, a just society, and a better world.

John Quealy | 0.50 CE

After the First World War, we got the Roaring 20s. Now, a century later, it looks like we are going to do the same again.

Economic recovery, like Covid-19 vaccines, will not be evenly distributed around the world over the coming two years. A rising tide of recovery is inevitable, but it will not lift all boats.

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.

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

As financial markets celebrate the coming vaccine-led boom, the confluence of epidemiological and political aftershocks has pushed us back into a quagmire of heightened economic vulnerability.

This crisis may morph over time. The second quarter of 2020 looked like an I, free fall. Quarter three looked like a V, as any rebound from very low levels of activity initially does. My baseline scenario is an anaemic U-shaped recovery.

Now in its 19th year, Portfolio Construction Forum Strategies Conference has gained a reputation as THE portfolio construction strategies conference of the year. This year's theme is "It's a whole new world!". Covid-19 is disrupting societies, economies, and markets around the world like no other crisis since World War II. Strategies Conference 2020 will challenge and refresh your portfolio construction thinking as we debate the contemporary and emerging portfolio construction strategies that will help us build better quality investor portfolios in a whole new world!

What's new with our continuing education, accreditation and certification programs.

In April, I argued equity markets might continue to rally despite the collapse of the world economy. And so they have. But in my 40 years of observing and participating in financial markets, I've learned that August is always a month to watch.

What's new with our continuing education, accreditation and certification programs.

What's new with our continuing education, accreditation and certification programs.

Much of the new push for industrial policy in the US and Europe is motivated by the perceived Chinese "threat". But economic considerations suggest this is the wrong focus.

The impact of Covid-19 and the resulting massive worldwide government fiscal response to the crisis has sparked new discussion about the risk of an upsurge in inflation - or deflation. This is not a trivial debate.