The Lonsec Symposium 2024 (02 May 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.

Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. With interest rates near historical lows and asset prices around all-time highs, practitioners are grappling with the defensive side of multi-asset portfolios. Downside protection is essential in such an uncertain environment. Arguably, the best offence is a great defence! Markets Summit will help you 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 your search for return and to help them build better quality investor portfolios.

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.

The Evergreen Asset Allocation Committee Meeting Apr 2024 (18 Apr 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.

The future state of the economy and markets depends, in part, on what people expect it will be. Understanding people's expectations, and how and why they form and revise them, has important implications for portfolio construction practice.

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

At this year's China Development Forum - the highest-level annual meeting of senior Chinese policymakers and top CEOs, policymakers, and academics - discussion focused squarely on the risk of China falling into the middle-income trap.

In 1990, Towers Perrin started spruiking the modern-day investment mandate. I must admit the concept of making investment managers far more accountable seemed rather good. Unfortunately, it most likely left clients worse off.

The Evergreen Asset Allocation Committee Meeting Mar 2024 (21 Mar 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.

The Blackwattle Long-Short 130/30 Insights Series (20/21 Mar 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.

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.

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

The Blackwattle Small Cap Quality Fund Roundtable (14 Mar, 11 Apr & 14 May 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.

The Investment Management Analyst Certificate (IMAC) advances investment management analyst knowledge, skill and expertise in a definitive set of competencies necessary for building and/or advising on quality multi-manager portfolios. It is both a structured post-graduate certificate course in its own right, and the Australian-based Registered Education Program for the global Certified Investment Management Analyst® (CIMA®) program.

The Blackwattle Mid-Cap Researcher Roundtable (12 Mar 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.

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 March 2024 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.

The March 2024 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.