Insights Education Centre

Featured

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 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
  • Uncategorized
All Categories
  • All Categories
  • Behavioural Investing
  • Factor Investing
  • Market updates
  • Portfolio Construction
  • Uncategorized
Uncategorized

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 options available. With borrowing restrictions increasing, leveraging super funds for investment could be a viable solution. In this article we explore this potential alternative.

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Behavioural Investing

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 side hustles and are less likely to generate significant wealth from use property investing. New product solutions are needed to meet the needs of this growing client base with very different aspirations and investment expectations.

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Market updates

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.

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Behavioural Investing

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 of APRA data which revealed that 800,000 pre-retirees had super balances below $100,000 – not nearly enough to fund a comfortable retirement.

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Market updates

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.

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Market updates

Synopsis of current markets

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.

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Factor Investing

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 to shift the balance between risk and return with lower fees than those offered by traditional active managers.

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Market updates

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 macroeconomic indicators are telling us.

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Factor Investing

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 investment in a specific style that exploits a particular factor consistently over time.

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