1648 results found

Until the early 1950s, investing was an art. Then, along came the publication of work undertaken by Harry Markowitz (1952). Over a 20-year period, this played the primary role in moving investing from an art to a science.

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.

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.

We should never let rules of thumb override financial fundamentals, but there are times when fundamentals become quite hazy. Recent inflation data suggests that we are in such a period right now.

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.

Investors today have more knowledge than any prior generation, however there remains a chasm between knowing and doing. Acknowledging we are all biased, because we are all human, is the first step to better decisions.

David Wanis | 0.25 CE

The energy transition represents the greatest economic opportunity since the industrial revolution. Reliably capturing the potential and delivering tangible environmental impact requires three core beliefs.

David Costello | 0.50 CE

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

In a wide-ranging speech last week, Janel Yellen reversed the terms of US engagement with China, prioritising national-security concerns over economic considerations.

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.

Established in 2009, Markets Summit is THE investment markets scene setter of the year, focusing on the key drivers and outlook for the markets. As usual, 2023 Faculty were each challenged to offer their best high conviction proposition in the context of the program theme - this year, "Every VUCA cloud has a silver lining!" Their high-conviction faculty propositions can be distilled into three key discussion threads, supporting the case that, for portfolios, every VUCA cloud has a silver lining! Watch the highlights video, read the key takeouts - and then delve into the high conviction presentations that most interest you.

As the clouds of Volatility, Uncertainty, Complexity and Ambiguity continue to swirl, the silver lining is that we are on the road back to normal monetary policy settings, from abnormal, and a return to more rational asset prices. But we must be patient.

Jonathan Pain | 0.50 CE

Investors need to leverage the experience of past decades while also humbly contemplating an uncertain outlook. Compared to any post-WWII period, this time really is different!

Ronald Temple | 0.50 CE

The pre-pandemic New Normal decade introduced investors to TINA - there is no alternative. With interest rates and bond yields having moved higher, it's time to say goodbye to TINA because bonds are back.

Daniel Ivascyn | 0.50 CE