When will bad news be bad news
This article looks at how market participants now view the softening of growth, manufacturing activities, retail sales and labour data as positive – rather than intuitively negative, as was the case a decade ago.
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.
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.
Category: Market updates
In our regular quarterly update, we discuss what has happened in markets for Q3 of 2023, 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.
This article looks at how market participants now view the softening of growth, manufacturing activities, retail sales and labour data as positive – rather than intuitively negative, as was the case a decade ago.
In this article we delve into robust portfolio construction and how this method of constructing portfolios leads to better investment outcomes and better investor behaviour.
In this article we revisit inflation, as the recent spikes have really divided the opinions of many very intelligent people. We look at what the historical data can tell us and how this relates to what we are seeing today.
In this article we take a closer look at behavioural biases in action during the COVID crisis and the GFC. Market downturns can lead to destructive investor behaviour, due to investors switching to cash at the worst possible time.
In this article we take a closer look at low volatility investing. This defensive factor has been well documented in academic asset pricing literature.
In this article we look to valuations to show that the bullish scenario already appears to be priced into the US market and suggest a more cautious approach.
After the substantial optimism for China’s reopening and subsequent disappointment that followed, we take a closer look at the numbers to determine whether it is as bad as headlines have been suggesting.
This educational article takes a closer look at what is beta and when you would want to hold beta in your portfolio.
If you would like to know more about Innova, then please contact us using the below form:
Please fill up the form below to download.
Please fill up the form below to download.
Quarterly market update | Q4 2023
In our regular quarterly update we discuss what has happened in markets for Q4 2023, as well as our market outlook and how this relates to our portfolio positioning. We also summarise the portfolio changes we have made over the last 12 months. You can download the PDF versions or check out our video updates.