NEWS AND INSIGHTS

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Investment insights | Synopsis of current markets
by Dan Miles | April 3, 2024 | Weekly Blog & Press Articles

Investment insights | Synopsis of current markets

A synopsis of current market conditions Up until last night, the US equity market has been on a steady upward trajectory since October 27 last year. What spurred this rally initially were perceived ‘dovish’[1] comments from the Federal Reserve, interpreted by the market to mean that the Fed, and de-facto other Central Banks, could start […]

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by Dan Miles | March 19, 2024 | Portfolio Insights

Portfolio Insights | Better Equity Investing Part Two

A better equities portfolio: actively-managed outperformance with passive-level fees Equity portfolios offer the lure of enormous gains, but they also come with substantial risk. Fortunately there is a way to shift the balance between risk and return with lower fees than those offered by traditional active managers. It requires a better understanding of the underlying […]

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by John Bilsel | March 5, 2024 | Weekly Blog & Press Articles

Investment Insights | Two snapshots of the same economy

Japan and the UK are in technical recession. Germany and France are about to be. China is going through a spiralling deflation cycle. But hold on, the United States of America is booming, as is India! So, five of the seven largest countries by GDP have economic issues, and all these countries are interlinked via […]

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by Dan Miles | February 13, 2024 | Portfolio Insights

Portfolio Insights | Better equity investing

Equities have outperformed default MySuper funds but not all equity options are created equal The average equity portfolio has outperformed its default balanced super fund rivals over decades but that doesn’t mean all equity portfolios are guaranteed to be strong performers.[1] Equities are far more volatile and can also have long periods of underperformance. But […]

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by John Bilsel | January 30, 2024 | Weekly Blog & Press Articles

Investment Insights | Are Small Caps back in action?

The valuation comparison between most equity markets and market-cap weighted US equities might appear favorable due to the concentrated rally in 2023 driven by optimism around productivity gains from AI, and a robust US consumer base contributing approximately 70% to US GDP. Areas of the market which have been highlighted in abundance are emerging markets, […]

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by Dan Miles | January 16, 2024 | Weekly Blog & Press Articles

Investment Insights | Reviewing 2023’s trades and positioning

We provided commentary in December on the year of 2023, as well as our outlook for 2024 (click here to review that article), but thought it might be worthwhile examining trades we made in 2023, designed to set ourselves up for 2024 and beyond. Back in January of 2023 we reviewed our trades from 2022 […]

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by Dan Miles | December 12, 2023 | Weekly Blog & Press Articles

Investment Insights | Year in review and outlook

It’s that time of year again when we reflect on what transpired over the current calendar year and look forward to what may come in the next. There will be plenty of reviews published by credible investment houses, so we will keep ours brief, and concentrate more on what we think the probabilities for the […]

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by Dan Miles | December 12, 2023 | Portfolio Insights

Portfolio Insights | Young investors lose by leaving savings in default MySuper funds

Analysis: Younger Australians in default MySuper funds missing out on returns More than 5.2 million young Australians are missing out on higher super returns by leaving their retirement savings in default MySuper accounts, according to an analysis of APRA data by Innova Asset Management[1]. An all equities portfolio[2] outperformed the typical MySuper ‘balanced’ fund by […]

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by John Bilsel | November 28, 2023 | Weekly Blog & Press Articles

Investment Insights | When will bad news be bad news

For those who have been market participants for the past 15 years, it may have taken some time to adjust to how market reacts to common macroeconomic data prints nowadays. Of course, investors grapple with unique challenges in the world today. Therefore, it’s important that we consider how the dynamics of pricing have also changed… […]

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by Dan Miles | November 14, 2023 | Portfolio Insights

Portfolio Insights | Robust portfolios

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 analysis. But the key reason for building stronger portfolios has as much to do with investor behaviour as […]

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by Dan and Dinyar | November 8, 2023 | Quarterly Outlook

Quarterly Market Update | Quarter 4 2023

Key Takeaways:

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by Innova Admin | November 1, 2023 | Weekly Blog & Press Articles

2023 Impact Report | Innova Sustainable Future Portfolio Solutions

Have you ever pondered the impact of your investments? In an era where sustainable development is becoming increasingly paramount, it’s crucial for investment managers to recognise the role that investing with good conscience can play. Navigating the intricate landscape of responsible investing requires experience, acumen and a steadfast commitment to positive change. Innova Asset Management […]

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