The US (and soon rest of world) hasn't seen this much demand for power since World War 2. While this introduces investment possibilities for many segments, listed infrastructure is disproportionately well-placed to fill this gap.

Against a heightened VUCA macro backdrop, it is crucial we reduce the unavoidable dissonance between our own perceptions and market realities, to enable us to better understand what lies ahead for economies and investment markets and reorient portfolios accordingly. Mind the gap(s)! Markets Summit 2025 (Wed 19 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.

The Professional Planner Advice Policy Summit 2025 (10-11 Feb 2025) 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.

Near- and medium-term gaps in current market narratives and perceptions lead to a simple conclusion. It is time for caution. As an "unconstrained" investor with no one to answer to but myself, my experience suggests three courses of action.

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

The Evergreen Market Outlook Update (02 Feb 2025) 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.

With monetary policy easing set to provide an additional tailwind for smaller companies, now is the time for practitioners to consider increasing global small caps exposure in portfolios.

Trump 2.0 is starting where Trump 1.0 ended – with distortions, convoluted logic, and the related risk of major policy blunders.

The Evergreen Asset Allocation Committee Meeting Jan 2025 (23 Jan 2025) 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 economic damage Trump could cause will be moderate, according to Woody Brock. His bigger concern is what could go wrong with foreign policy under Trump because, in Woody's view, the probability of a global war is higher than it has been in decades.

The Professional Planner 2024 Researcher Forum (02-03 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.

As the ideas and tools popularised under the banner of "nudge theory" have gained traction in the public and private sectors so, too, have ethical concerns regarding their use. Critics have long questioned the ethics of nudging.

While investors considering supply chain themes face another complex year in 2025, but it would be a mistake to assume there are only risks. There are plenty of opportunities to build sustainable, competitive advantage.

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

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 one of the most important parts 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.