With just about every equity index globally dominated by a handful of companies, indexed investors might soon discover they are overweight future failure.

By all means, discuss geopolitical events and the likely investment implications. But you should then completely ignore those discussions and consciously exclude geopolitics from your investment decision-making process.

Certified Investment Management Analyst (CIMA) is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-asset, multi-manager portfolios.

The Investment Management Analyst Certificate (IMAC) advances investment management analyst knowledge, skill and expertise in a definitive set of competencies necessary for building and/or advising on quality multi-manager portfolios. It is both a structured post-graduate certificate course in its own right, and the Australian-based Registered Education Program for the global Certified Investment Management Analyst® (CIMA®) program.

There are a number of aspects to the farrelly's Investment Strategy service. To get an appreciation of the range of tools and uses, we suggest that you work through this two- to three-hour "Getting started" program. It's also a great resource to revisit from time to time, to make sure you're making the most of your farrelly's subscription.

There are a number of aspects to the farrelly's Investment Strategy service. To get an appreciation of the range of tools and uses, we suggest that you work through this two- to three-hour "Getting started" program. It's also a great resource to revisit from time to time, to make sure you're making the most of your farrelly's subscription.

Welcome to the farrelly's Dynamic Asset Allocation New Zealand subscriber only area...

Welcome to the farrelly's Dynamic Asset Allocation Australian subscriber only area...

The farrelly's Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", farrelly's long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

The farrelly's Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", farrelly's long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

Markets Summit 2024 "History doesn't repeat, but it rhymes!" will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help you build better quality investor portfolios. Join us Wednesday 21 February 2024 at the live studio, a live site or via live stream.

Our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

There's much to learn from history, but every time is different when it comes to markets. The backdrop for investing will require investors to identify how the outlook today intersects with our experiences of the past and where it differs.

Ronald Temple | 0.50 CE

We are in an investment environment like that of the pre-GFC period. Bonds will offer higher levels of both income and diversification, within a multi-asset portfolio.

Chris Iggo | 0.25 CE

Contrary to wide opinion, globalisation is not "history" but is being reinvented. For investors, a less interconnected world has significant implications for corporate capital expenditure and country allocation.

Kevin Hebner | 0.25 CE

I was amazed several years ago to learn that the class I was teching believed that 90% of a fund's returns are due to asset allocation. Having once been a major promoter of this myth, it is important I contribute to its eradication.

What a difference a year makes. In February 2023, investors were preoccupied by the risks of rising inflation, monetary tightening and recession. This year, the focus is on disinflation, monetary easing and economic growth.

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?

When it comes to what's driving investment markets today, parallels are often drawn with prior eras. Those who ignore the mistakes of history are doomed to repeat them. By distinguishing helpful precedents from false echoes, we can better understand what lies ahead for economies and therefore investment markets, and reorientate portfolios accordingly. History doesn't repeat, but it rhymes! Markets Summit 2024 (Wed 21 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.