Forum Fodder

Forum Fodder | Friday 12 November 2021
“If we don’t get serious about climate change today, it will be too late for our children to do so tomorrow.” – UK Prime Minister Boris Johnson at the 2021 United Nations Climate Change Conference (1 November 2021)
All the best for another week’s continuing education!
Graham
P.S. Mark Your Diary! Portfolio Construction Forum Markets Summit 2022 - The best offense is a great defense! Wednesday 23 Feb 2022. Join us in our live studio, at a live site or via livestream. Registration opens soon.
P.P.S. Enrolment is now open for the 2022 intake for the Certified Investment Management Analyst^® program. Are you involved in any aspect of constructing multi-manager, multi-asset portfolios? Find out more and enrol

Markets

Why Jerome Powell must go
US President Joe Biden faces a critical decision - whom to appoint as chair of the Federal Reserve, arguably the most powerful position in the global economy. He doesn’t have to look far to find someone who has already shown her mettle.
Joseph Stiglitz, Columbia University | Read

Philosophy | Finology | As seen at Finology Summit 2021

Ethical decision making is not an oxymoron
Many assume there are two kinds of business decision makers - those who are ethical and those who are not. However, most of us are both.
Dafna Eylon, Eylon Associates | 1.00 CE | Watch, Listen

Finology | As seen at Strategies Conference 2021

Finology Roundtable: Growing a finology mindset is a means to a better end
Practitioner education focuses heavily on developing technical investment skills, often to the detriment of knowledge and skills that enable better engagement and understanding of the most important aspect of any portfolio – the client!
Rob Hamshar, Paul Moran, Pauline Ramsay | 1.00 CE | Read, Watch, Listen

Philosophy | Strategies | As seen at Strategies Conference 2021

Wealth for the future requires climate aligned portfolios today
There is no point in building wealth for the future if that future is one of frequent and catastrophic climate events that undermine our way of life.
Chris Iggo, AXA Investment Managers | 0.50 CE | Watch, Listen

Investing | Finology | As seen at Finology Summit 2021

Fossil fuel-burning utilities will benefit from a greener world
Investors are concerned about investing in assets with exposure to carbon emissions. However, regulated electric utilities will be a significant beneficiary in a greener world.
Ben McVicar, Magellan Asset Management | 0.50 CE | Watch, Listen

Philosophy | Portfolio Construction Forum proudly supports The Wayside Chapel

The significance of nothing
Diwali is a festival that celebrates the victory of light over darkness, which rallies the power of love over hate. I reckon that makes Wayside Chapel a place of daily Diwali…
Jon Owen, Wayside Chapel | Read

Did you know? You can find ethics hours using our Search tool
You can use our advanced Search function to find the continuing education learning activities that most interest you, suit your learning style, and/or meet the requirements of your licensee. You can search by CE competency (e.g. Ethics hours), by the type of CE regime (ASIC, FASEA, FPA, CIMA, etc), by author, by knowledge domain (Philosophy, Markets, Strategies, Investing, Finology), by way of learning (read, watch, or listen), year or program (e.g. Strategies Conference, Markets Summit). Just click on the Search icon at the top of any page, and click the “More” button to bring up the search fields.
Get searching for CE

Finology | Invitation to investment advisers

Complimentary self-assessment to benchmark your Client Care & Practice knowledge and skills
FASEA requires that financial advisers continually improve their client care and practice knowledge and skills - doing so makes obvious business sense, as well. Our new Finology Benchmarking Indices (FBI) self assessment tool helps you benchmark your investing biases, beliefs and behaviours versus peers, to further empower your “client care and practice” knowledge and skills. It’s complimentary to our members who give investment advice, while we continue to develop it.
Portfolio Construction Forum | 0.50 CE | Take the FBI self-assessment

Markets

Markets Summit 2022 “The best offense is a great defense!”
AEDT Wed 23 Feb 2022
Established in 2009, Markets Summit is THE investment markets scene setter of the year. The one-day program features 20+ leading investment thinkers - geopolitical specialists, economists, market/asset class experts, and investment strategists - from around the world, offering their best high conviction ideas on the drivers of and outlook for the markets (on a three- to five-year view) in the context of the theme - and the implications for portfolios.
Join us at our live studio, a live-site, or via livestream | 7-11 CE | Mark Your Diary! 23 Feb 2022

Certified Investment Management Analyst^® (CIMA^®)

Stand for More in 2022! Are you involved in any aspect of constructing multi-manager portfolios?
CIMA certification is the peak, international technical portfolio construction certification program designed for investment management analysts – that is, those involved in any aspect of constructing multi-manager portfolios, whether practitioner or advocate. Stand For More - more knowledge, skill and expertise - with CIMA certification.
Enrolment is now open for the 2022 intake | Find out more and enrol

Markets

Is multilateralism a fig leaf?
International organisations are currently plagued by allegations of powerful states wielding undue influence over outcomes. But their clout does not render multilateralism impossible.
Professor Ngaire Woods, Oxford University | Read

Markets | Strategies | As seen at Strategies Conference 2021

Economists Roundtable: 3 economic and market scenarios are the means to the end
Three economists describe and debate three plausible, forward-looking economic and market scenarios that have a reasonable probability of occurring during the next two to three years.
Andrew Hunt, Dominique Dwor-Frecaut, John McDermott | 0.75 CE | Read, Watch, Listen

Markets | As seen at Strategies Conference 2021

Asset Allocation Roundtable: Designing portfolios for scenarios is critical to the end
Our hypothetical Investment Committee considers three relevant economic and market scenarios which have a reasonable probability of occurring, and the asset allocation implications of each.
Anne Anderson, Jacob Mitchell, Julian McCormack, Rob Mead, Tim Farrelly, Angela Ashton | 1.25 CE | Read, Watch, Listen

Markets | Strategies | Investing | As seen at Strategies Conference 2021

Net-Zero should change your thinking about Infrastructure now
Infrastructure plays a key role in the move towards decarbonisation and net-zero emissions. Government policy support and the unprecedented amount of capital required to achieve these targets should change how you think about investing in infrastructure.
Nick Langley, ClearBridge Investments | 0.50 CE | Read, Watch, Listen

Strategies | Investing | As seen at Strategies Conference 2021

Active long biased equity is core to meeting client goals
Investors should view long biased, long short equity as a core solution, dedicating a meaningful slice to portfolios, rather than being constrained by traditional equity/debt buckets.
Andrew Clifford, Platinum Asset Management | 0.50 CE | Read, Watch, Listen

Markets

The great supply-chain massacre
Just as banks needed to increase their equity buffers after 2008, we perhaps now need to step back from just-in-time production and redefine productivity in light of supply-chain risks.
Diane Coyle, University of Cambridge | Read

Markets

The Long View: The peak in peaks
As we enter the final quarter of 2021, the din of market sceptics continues. The narrative has now broadened beyond peak economic and earnings growth, however, to include peak everything.
Jeff Schulze, ClearBridge Investments | 0.50 CE | Read

Markets | Strategies | As seen at Strategies Conference 2021

It’s time for investments to move towards the next economy
Capital markets will be shaped profoundly as the economy transitions from a depletive economic model to a more sustainable one. Such transitions will inevitably create winners and losers.
David Li, Impax Asset Management | 0.50 CE | Read, Watch, Listen

Markets | Finology

Research Review: Narrative economics and Covid-19
Covid-19 is a situation in which an actual virus - as well as new narratives related to it and its associated consequences - began spreading at the same time, with major economic consequences.
Rob Hamshar, Portfolio Construction Forum | 2.00 CE | Read

Markets

The inflation catch-up game
After initially and persistently misreading US inflation dynamics, more Fed officials are now starting to come to grips with the situation. The Fed would be well advised to catch up even faster.
Mohamed El-Erian, Allianz | Read

Forum CE Library - over 630 CE/CPD accredited learning resources
Complimentary for all Forum members, the Forum’s online on-demand CE Library offers over 620 CE/CPD hours of accredited learning resources, to help members meet the CE/CPD requirements of 20 governing bodies (regulators, associations, and institutes) including ASIC, APRA, FASEA, FMA, AFA, FPA and CIMA^® CE/CPD requirements, to name a few.
Earn CE/CPD hours

Forum CIMA CE Library - over 115 CE hours
This subset of the full Forum CE Library features just those learning resources that are accredited for CIMA CE hours, so CIMA certificants can more easily find learning resources to meet their recertification obligation (at the same time as meeting the CE/CPD requirements of other governing bodies e.g. ASIC, APRA, FASEA, FMA, etc).
Earn CIMA CE hours

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We also let my LinkedIn network know as soon as we release new articles on portfolioconstructionforum.edu.au and when registration opens for our face-to-face CE programs. If LinkedIn is more your thing than Twitter, I’d welcome you connecting. And of course, I’d welcome having an offline direct conversation with you any time.