diversification

As we watch markets grapple with COVID-19 concerns, it is worth revisiting strategies to manage volatility in an investment portfolio. Even beyond the current...

In February of this year, the ASX200 plunged by -7.7%. As a clear demonstration of the protection global high-grade sovereign bonds aim to provide, the CC JCB Global...

In our December Quarterly Outlook Statement, I published the below article highlighting a higher required return from equities should we continue to extrapolate low...

You wouldn’t be human if you didn’t fear loss.Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss aversion theory, showing that people...

At the start of the year, no one would have predicted that a virus would be the potential catalyst to pop the bull market, but that is exactly where we are today....

The start of a new year is when many people spring clean the house. Slightly less unpleasantly, it’s also a good time to review your collection of investments....

Just five years ago, the level of negative yielding global debt was zero. At that time, at least 40% of the bond market offered investors more than 5% yield. Today,...

The Australian share market is like no other in the world. Not only is our dividend imputation system unique but so too is our sector makeup. It’s not surprising...

Harry Markowitz, Nobel Laureate and pioneer of investment theory, called diversification "the only free lunch in finance". It offers the prospect of reducing risk...

We have seen several highly-regarded equity commentators recently justify stretched equity market valuations based on depressed government bond yields. Magellan, a...