In together, out apart
In this article we discuss the unwinding of the tightening cycle and why we expect rate cuts to vary widely ...
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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 Q2 of 2025, 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 Rafio Khan
- All Categories
- Behavioural Investing
- Factor Investing
- Market updates
- Portfolio Construction
- Thought Pieces
- All Categories
- Behavioural Investing
- Factor Investing
- Market updates
- Portfolio Construction
- Thought Pieces
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 ...
Active management outperformance may be driven by factor performance
Our analysis revealed that the success of numerous active managers can be ascribed to “naive alpha”, stemming from their strategic ...
Are small caps back in action?
This article examines the valuation difference between US large caps and US small caps, and the reasons the spread between ...
2023 | A review of positioning
This article looks at the trades we made in 2023 to position ourselves for the year ahead. We look at ...
Young investors lose in default MySuper funds
This article shows that more than 5.2 million young Australians are missing out on higher super returns by leaving their ...
2023 | Year in review
In this article we reflect on what has transpired over 2023 and look forward to what may come next, with ...
