Why robust portfolios deliver better results and keep investors on track. A portfolio built through robust optimisation can deliver one-third higher returns at substantially lower risk than a typical 60:40 growth-defensive portfolio, according to a new Innova...
Advisers protect their clients from a wide range of market risks: inflation, rising rates, illiquidity, currency, business, legislative change, and even their lifestyles. But the biggest risk clients need protecting from may well be their own behaviour. It can be a...
In a financial landscape shaken by unprecedented rate hikes, investor confidence is being put to the test. While rising interest rates have taken markets by surprise, this challenge isn’t insurmountable. This article provides us with a roadmap: Maintain a safety...
This article discusses factor investing and challenges commonly held beliefs that may not withstand scrutiny, such as ‘Value always outperforms Growth over the long-term’ or ‘Quality stocks outperform during a downturn’. Different factors...
The belief that bonds offer protection when equity markets fall is not always accurate, the reality is far more nuanced as many investors painfully found when interest rates began their rapid rise last May. While bonds and equities spent more time correlated than...
Investors often rely on simplistic market mantras to make decisions, but a look at long-term history suggests that the answers are rarely so straightforward. Behavioural biases, such as recency bias, increase the likelihood of poor judgments. While markets are...
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