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AI has kickstarted a fourth industrial revolution that will fundamentally change the way we work and live once more. Simultaneously, US President Trump is weaponising national economic policy and the US-China race for supremacy in AI and control of rare earths is adding further fuel to their titanic geopolitical struggle, reshaping the global geopolitical, economic and trade order. In short, immense societal and economic upheaval is upending the outlook for investment markets. It's a whole new world (again)! Markets Summit 2026 (Wed 25 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.

The Conexus Financial Advice Policy Summit 2026 (23-24 Feb 2026) 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.

Each year, Portfolio Construction Forum Markets Summit kicks off with a video retrospective of the prior year, reflecting on the biggest geopolitical, economic, market, environmental, sporting, and human interest stories of the prior year...

Markets are not capitulating. They are re-calibrating. Yet beneath that surface stability, assumptions are being quietly rewritten. We are operating in a whole new world (again)!. Not because growth has collapsed. But because capital is being redeployed under a different set of structural constraints.

Nick Schoenmaker | 0.25 CE

Markets are not breaking. They are repricing assumptions. What stands out most right now is not recession panic, nor speculative euphoria - but transition. The more useful question is not “Are we heading into a downturn?” It is: “What regime are we moving toward - and which portfolio assumptions quietly depend on the old one?”

Nick Schoenmaker | 0.25 CE

What defines the current environment is not fear, but discrimination. Markets are no longer rewarding participation by default. That shift from belief to verification may be the most important signal of all.

Nick Schoenmaker | 0.25 CE

Investors should assign a higher weighting to the possibility of President Trump and President Xi striking a bargain on Taiwanese sovereignty.

Whether markets' faith turns out to be well founded depends significantly on how Warsh handles rising bond-market risk. While reining in the Fed's balance sheet is a worthy long-run monetary-policy goal, now is not the time.

The Conexus Chair Forum 2026 (04-05 Feb 2026) 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.

Despite the US economy's strong performance in 2025 which is likely to continue in 2026, it is hard to escape the conclusion that, over the medium term, Trump's decisions over the past year will expose the US to massive risks.

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

The global rules-based order is cracking, resulting in an increasingly complex and uncertain macro backdrop. Practitioners will need to consider information from a broader array of specialists to understand the drivers of and outlook for markets.

The Professional Planner Outlook for Financial Advice in 2026 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.

Together, these two articles shed light on important micro and macro challenges facing the growth of ethical responsibility in investment and wealth management.

Rob Hamshar | 2.00 CE

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

2025 will likely go down in history as one of the most eventful, action-packed years of the 21st century. Here are 20 possibilities that should help you navigate uncertainty between now and 2031.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. It is governed according by an elected Board. The day-to-day operation of CIMA Society is managed by the Secretariat, headed by the Executive Officer.

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.