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 Q3 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
All Categories
  • All Categories
  • Behavioural Investing
  • Factor Investing
  • Market updates
  • Portfolio Construction
Factor Investing

The Irony of Factor Investing

Factor investing offers the potential for higher risk-adjusted returns, but its success demands patience and resilience against behavioural biases. With ...

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Market updates

Quarterly market update | Q3 2024

In our regular quarterly update we discuss what has happened in markets for Q3 2024, as well as our market ...

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Factor Investing

How to get the most out of ETFs

This article takes a closer look at specialised thematic ETFs. The growth in the Australian ETF market has been impressive ...

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Portfolio Construction

Is China the Golden Dragon again?

In this article we examine the historical and current economic context of China after the recent equity market increase. To ...

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Market updates

What is going on with Australian inflation?

This article discusses the unusual persistence of inflation in Australia compared to the US. It explores the reasons behind this ...

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Market updates

The frustrations of global macro

The article discusses the challenges of predicting macroeconomic data and its limited impact on markets. It highlights that while macro ...

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Market updates

Carry carries risk

The first week of August was quite the moment in markets, exacerbated by overstretched positions in “short volatility”, “carry”, and ...

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Portfolio Construction

Where to look to for future returns?

The recent surge in index returns has been driven by the soaring share prices of a few mega-cap high-profile stocks, ...

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Market updates

Quarterly market update | Q3 2024

In our regular quarterly update we discuss what has happened in markets for Q3 2024, as well as our market ...

Read More

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