Portfolio Compass enables you to easily and confidently identify robust asset allocations that can deliver on required investment objectives. It will deepen your understanding and control of the most important part of the investment process – the asset allocation of a portfolio.

Irrational markets are easy to beat? You would think so. But, to quote Yogi Berra, "In theory, theory and practice are the same. In practice, they're different."

2024 was a year of confusing, inspiring, depressing, and energising developments on many fronts. It’s in the spirit of thinking differently and embracing uncertainty that I offer you this year’s set of global developments to watch over the next five years.

What impact will the next US administration have on economic growth and inflation? The answer is not yet clear, because while some of President-elect Donald Trump's proposed policies would boost growth and reduce inflation over time, others will have the opposite effect.

The Evergreen Asset Allocation Committee Meeting Dec 2024 (12 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.

The Evergreen Asset Allocation Committee Meeting Nov 2024 (21 Nov 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 Evergreen Asset Allocation Committee Meeting Oct 2024 (17 Oct 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.

In a world where Volatility, Uncertainty, Complexity, and Ambiguity are ever-present and ever-changing, the act of investing is about assessing probabilities and payoffs, not trying to predict what will happen.

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

The Investment Trends Portfolio Management Survey (Dec 2024) has been accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. You must confirm your completion in order to receive CE/CPD accreditation.

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

Looking ahead, eight risks to global GDP growth stand out. Investors will need to rethink their investment and allocation strategies to navigate an era defined by uncertainty and uneven growth.

Despite astonishingly good returns during their limited history, there are too many uncertainties around crypto-currencies to consider them an investable asset.

Supporters often say that a businessman like Trump or Musk will know how to put America's fiscal house in order. But the smart money says they have no idea what they are doing.

The Platinum End of Year Briefing 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 Implemented Portfolios AAIC Briefing (19 Nov 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.

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

Research over the last 50+ years has questioned the ability of active fund managers to add value consistently over time. These two papers offer new methods to improve our ability to pick future winners and losers.

History is rhyming again. With the return of President-elect Donald Trump and a Republican Congress, the baseline supply chain policies that investors will have to deal with look a lot like those applied in the 2016 to 2020 period.

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