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

The next 10 years are likely to be dramatically different than the last 10 years, and investors will need allocations to alternative investments in this challenging environment.

Prolonged exposure to high volatility causes investors to subsequently underestimate volatility (and vice versa), leading to predictability in stock returns - and the ability to construct a trading strategy that exploits the effect.

The purpose of this policy is to outline Portfolio Construction Forum’s approach to handling negative feedback and complaints from Members.

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

Simply put, the effort to fight inflation could easily crash the economy, the markets, or both. The historical evidence shows that a soft landing is highly improbable. A recession in the next two years is likely.

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

As of 6 May, the bond market expected US consumer price inflation to average 2.5% between five and 10 years from now. So why does Kenneth Rogoff of Harvard University argue "things are way out of control"?

For many decades, the default investment portfolio was a 60/40 split – this was seen as the ideal blend of growth and defensive investments for most investors most of the time. Will it continue to deliver in a high inflation, high interest rate environment?

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

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

As inflation fears increase, we are seeing property and infrastructure fund managers saying their favourite asset class is a wonderful inflation hedge. There is more than a grain of truth here, but it is only half of the story.

The farrelly's User Group Forum 2022 (22/23 Mar 2022) 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.

Over the long-term, dividend growth and dividend yield are the dominant sources of long-term return. Valuation's importance recedes over time. Sustainable dividend growth companies appear to play defence well.

Record low interest rates have fundamentally changed the playbook for income investors. With banks withdrawing from the CRE debt market, other lenders have greater opportunity.

We have distilled the Markets Summit 2022 Faculty's high-conviction propositions into three key discussion threads, and analysed how these threads relate to the key take-outs from Markets Summit 2021. By considering the discussion threads within the context of the program theme, you will be better able to decide whether you agree or disagree with each proposition, and to decide your key take-outs, and which of the propositions will investigate further after the live program.