Against a heightened Volatile, Uncertain, Complex and Ambiguous (VUCA) macro backdrop, it is crucial that practitioners identify and understand the gaps in markets – including the disconnect between Wall Street and Main Street, equity prices and economic growth, divergence in central bank policies, and valuation discrepancies between private and publicly-traded assets – to reduce the unavoidable dissonance between our own perceptions and market realities and enable us to better understand what lies ahead for economies and investment markets so we can reorient portfolios accordingly. Mind the gap(s)!

The US (and soon rest of world) hasn't seen this much demand for power since World War 2. While this introduces investment possibilities for many segments, listed infrastructure is disproportionately well-placed to fill this gap.

Against a heightened VUCA macro backdrop, it is crucial we reduce the unavoidable dissonance between our own perceptions and market realities, to enable us to better understand what lies ahead for economies and investment markets and reorient portfolios accordingly. Mind the gap(s)! Markets Summit 2025 (Wed 19 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.

Our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

Against a heightened VUCA macro backdrop, it is crucial we reduce the unavoidable dissonance between our own perceptions and market realities, to enable us to better understand what lies ahead for economies and investment markets and reorient portfolios accordingly. Mind the gap(s)! Markets Summit 2025 (Wed 19 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.

The Professional Planner Advice Policy Summit 2025 (10-11 Feb 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.

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

Near- and medium-term gaps in current market narratives and perceptions lead to a simple conclusion. It is time for caution. As an "unconstrained" investor with no one to answer to but myself, my experience suggests three courses of action.

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

Certified Investment Management Analyst® (CIMA®) is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-asset, multi-manager portfolios.

The Evergreen Market Outlook Update (02 Feb 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.

With monetary policy easing set to provide an additional tailwind for smaller companies, now is the time for practitioners to consider increasing global small caps exposure in portfolios.

Trump 2.0 is starting where Trump 1.0 ended – with distortions, convoluted logic, and the related risk of major policy blunders.

The Evergreen Asset Allocation Committee Meeting Jan 2025 (23 Jan 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.

The economic damage Trump could cause will be moderate, according to Woody Brock. His bigger concern is what could go wrong with foreign policy under Trump because, in Woody's view, the probability of a global war is higher than it has been in decades.

The Professional Planner 2024 Researcher Forum (02-03 Dec 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 considering supply chain themes face another complex year in 2025, but it would be a mistake to assume there are only risks. There are plenty of opportunities to build sustainable, competitive advantage.

As the ideas and tools popularised under the banner of "nudge theory" have gained traction in the public and private sectors so, too, have ethical concerns regarding their use. Critics have long questioned the ethics of nudging.

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