In together, out apart
In this article we discuss the unwinding of the tightening cycle and why we expect rate cuts to vary widely in magnitude and speed across different economies.
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 Q2 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.
In this article we discuss the unwinding of the tightening cycle and why we expect rate cuts to vary widely in magnitude and speed across different economies.
In this article we offer a synopsis of the current market conditions, and delve into what the data is actually telling us and what this could mean for future rate cuts and equity markets.
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.
In this article we take a closer look at contradicting narratives surrounding the US economy and show what the leading macroeconomic indicators are telling us.
Our analysis revealed that the success of numerous active managers can be ascribed to “naive alpha”, stemming from their strategic investment in a specific style that exploits a particular factor consistently over time.
This article examines the valuation difference between US large caps and US small caps, and the reasons the spread between the two may be so wide currently.
This article looks at the trades we made in 2023 to position ourselves for the year ahead. We look at those that have performed well and those that haven’t and why.
This article shows that more than 5.2 million young Australians are missing out on higher super returns by leaving their retirement savings in default MySuper accounts based on an APRA analysis.
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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 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.