Traditionally, these annual forecasts aim to predict near certainties. This year, the outlook seems a little clearer than it seemed in December 2002 – but not much.

Is there, as many predict, another financial crisis looming? The history of financial crises suggests that the preconditions are present. But this has been the case a few times since 2008. What is the reality?

Around this time a year ago, about 85% of economists and market analysts (including me) expected the US and global economy would suffer a recession. But the opposite mostly happened. One must approach any 2024 forecast with humility.

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

The December 2023 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.

The December 2023 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.

CE Quiz Instructions; Explanation of the abbreviations for all of the CE competency areas listed on your MyCE record.

The Evergreen Asset Allocation Committee Meeting Dec 2023 (14 Dec 2023) 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.

Different ways of presenting an identical set of data lead to very different insights into a fund’s performance. Using an arithmetic graph is by far the easiest to understand - and it can also be the most deceptive.

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

At this year's FAAA Congress, we asked an expert panel about the implications of a VUCA investment climate for the construction of multi-asset, multi-manager portfolios and for investment conversations with clients.

This paper provides a penetrating view into some of the motivational dynamics in play for individual investors who select sustainability-related investments, and implications for financial intermediaries who manufacture and sell such products.

In the wake of the most rapid and material rise in global interest rates for 50 years, we could be forgiven for scratching our heads at what has happened over 2023. Has monetary policy lost its mojo? Or has 2023 been a "head fake"?

This report summarises the key observations from ASIC's review of how issuers of investment products are meeting design and distribution obligations and areas for improvement.

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

The Lonsec "Deciding between term deposits, fixed income and annuities" Webinar (23 Nov 2023) 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 2023 (23 Nov 2023) 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.