The vast majority of emerging market economies are fundamentally healthy and are being driven by broad thematics, not just evolving consumption patterns.

While infrastructure is known as a defensive asset class, it is set for enormous growth over coming decades, making it an attractive investment proposition for years to come.

Recent central bank decisions have strengthened the conviction that the New Neutral is a global reality which will have long-term implications on investment decisions.

Global high yield corporate bonds represent an attractive asset class for investors searching for a diversified source of income.

Easy money in credit markets is gone, and corporate bonds face more risk for less return. Structural liquidity deterioration raises a black swan risk of a disorderly sell-off spilling into other markets.

The best chance for survival among what were regarded as the most defensive of stocks is to be the biggest, most revered brand – or at least hold second spot. Others will struggle and many will disappear.

The new normal is a world of higher systemic risk, which implies portfolio managers will need to dig more deeply into their tool kit of risk-understanding and mitigation techniques.

Returns in emerging market equities have been disappointing in recent years. But the stark rise of populism in the western world may actually present an opportunity for many emerging economies.

Slowing growth with extreme recession risk, coupled with a combative populist government, may well see Italy trigger a crisis in European debt and the currency, causing a substantial global volatility event.

Rates are normalising, populism is on the rise, technology is driving disruption. But not every perceived winner will win and not every perceived loser will be destroyed forever.

On some measures, global equity valuations are the most attractive in several years. Risks, however, have certainly increased and in many cases are more difficult to frame.

For most of the last 10 years, the world's major central banks have been creating significant amounts of cheap money, inflating several bubbles. Those bubbles are beginning to burst.

Drawing on his unique background as part of the elite leadership team of the CIA's Clandestine Service, David shares his views and analysis of the current geopolitical landscape.

Much macroeconomic analysis is very narrow in scope. ESG factors are ignored all together. A new indicator of national progress measures economic dynamism and progress on meeting ESG goals.

Two of the defining characteristics of the global investment landscape over the last 30 years are being reversed - globalisation (by economic nationalism) and finalisation (as we've reached peak debt).

Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. The blended live and online learning program features an exceptional Faculty of experts from around the world. Each offers his/her best high conviction ideas - on the relationships between people and money, behavioural economics and behaviour change - and how people's different beliefs, biases and behaviours about investing, impact investment markets and influence portfolio construction philosophy and practices.

Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. The jam-packed blended learning program is designed and curated by our specialist, experienced and independent team and features our Faculty of 20+ leading investment thinkers from around the world. Each offers his/her best high conviction ideas on the drivers of and outlook for the markets (on a three- to five-year view), in the context of the theme - The heat is on! - and the implications for portfolios.

The CIE CIO Symposium 2019 (13-15 February 2019) 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 accreditation.

Our regular Forum Fodder email alerts Members to what's new with our blended live and online continuing education, accreditation and certification programs.

The former head of the Australian Stock Exchange recommends that dividend imputation should be abolished?