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Established in 2009, Markets Summit is THE investment markets scene setter of the year. For the first time in decades, an inflationary gale is rattling financial markets. Many post-GFC tailwinds have gone into reverse, as we experience a regime shift from an era of globalisation, “rules-based” geopolitics, fiscal discipline, benign inflation, steady economic growth and ultra-loose monetary policy to one of localism, nationalism and war, fiscal largesse, soaring inflation, elevated recession risk and higher interest rates. This once-in-a-career regime shift poses many challenges for portfolio construction practitioners. The high VUCA (volatility, uncertainty, complexity, ambiguity) market environment continues! Yet, opportunities abound for those able to identify the powerful forces reshaping the outlook for markets, and to reorientate their portfolios accordingly. Every VUCA cloud has a silver lining!

Established in 2009, Markets Summit is THE investment markets scene setter of the year. For the first time in decades, an inflationary gale is rattling financial markets. Many post-GFC tailwinds have gone into reverse. This once-in-a-career regime shift poses many challenges for portfolio construction practitioners. The high VUCA (Volatility, Uncertainty, Complexity, Ambiguity) market environment continues! Yet, opportunities abound for who reorientate portfolios accordingly. Every VUCA cloud has a silver lining! Markets Summit 2023 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 you build better quality investor portfolios.

The concept of "transitory inflation" is making a comeback. Looking ahead to the rest of the year and early 2024, three inflation scenarios stand out for me.

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

Many who attended this year's World Economic Forum in Davos were struck by the jubilant mood of the CEOs in attendance. It was hard to reconcile this optimism economic uncertainty caused by the war in Ukraine.

This lecture argues that a diversified portfolio of core fixed income securities is an essential component of an optimal multi-asset portfolio. What's your philosophy?

This lecture explores the concept of ethics, contemporary issues in financial services as they relate to ethics, and the relevancy and application of ethics in our everyday lives.

Clare Payne | 1 comment | 2.50 CE

Value investing has proven successful over time but it requires discipline and a long-run horizon - and disagreement remains over whether the value premium will persist. What's your philosophy?

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.

Highlight our upcoming live CE programs, and all of the complimentary on-demand CE-accredited resources published over recent months.

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

Nine months ago, we were told that the world would be in recession today. This did not quite happen. Now we are assured that 2023 will see a global recession, even in the US.

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

Western investors in China face a completely different economic terrain than the one in which they operated for more than a decade. In a rapidly deglobalising world, investors must consider their next moves carefully.

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.

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