Know the risk you’re wearing
We are seeing investors flock to AI darling stocks as NVIDIA becomes the most valuable company in the world. However, ...
Insights Education Centre
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Portfolio Construction: Avoiding Bad Behaviour
Category: Behavioural Investing
Produced as a companion to our behavioural investing podcast series with Ensombl, this white paper explores the outcomes of the poor investor behaviour that our biases can drive, and examines the ways advisors can better connect values, goals, and risk, to drive better advice outcomes.
Factors, Funds and Performance Chasing
Category: Factor investing
In this white paper, we provide empirical evidence for the mean reverting nature of outperformance in both Aussie equities and Aussie fixed income. We also discuss the role of investment styles and market factors in driving manager returns and how understanding these factors can lead to a more comprehensive evaluation of a manager’s true performance.
Quarterly Market Update
Category: Market updates
In our regular quarterly update, we discuss what has happened in markets for Q3 of 2024, and provide our market outlook and how this relates to our current portfolio positioning. Our quarterly update also summarises all the trades we have made over the last 12 months and our rationale for these. These are available in both PDF format and as video updates featuring Dinyar Irani and Shane Wang.
- All Categories
- Behavioural Investing
- Factor Investing
- Market updates
- Portfolio Construction
- All Categories
- Behavioural Investing
- Factor Investing
- Market updates
- Portfolio Construction
Millennials need new investment options
Is homeownership still essential for wealth building? Millennials are struggling to enter the property market, but there are other investment ...
The rise of younger investors: a challenge to meet their unique goals
Younger investors are navigating a radically different world, growing up with less job security, with more opportunities for income generating ...
Why are nearly half of pre-retirees still in default MySuper funds?
A significant number of Australians heading into retirement may not have enough superannuation to live on based on our analysis ...
In together, out apart
In this article we discuss the unwinding of the tightening cycle and why we expect rate cuts to vary widely ...
Synopsis of current markets
In this article we offer a synopsis of the current market conditions, and delve into what the data is actually ...
A better performing equities portfolio
Equity portfolios offer the lure of enormous gains, but they also come with substantial risk. Fortunately there is a way ...
Two snapshots of the US economy
In this article we take a closer look at contradicting narratives surrounding the US economy and show what the leading ...
Quarterly market update | Q2 2024
In our regular quarterly update we discuss what has happened in markets for Q4 2023, as well as our market ...