diversification

NOAA, The US National Oceanic and Atmospheric Administration forecasts weather, and as such it has spent many years trying to help communities prepare for storms –...

In my recent paper, “Will Bonds Protect You In the Future?”, I challenged the utility of Bonds as a diversification tool. This challenge also reflects a concern I...

It has long been a topic of discussion by investors, what is the minimum number of holdings required for acceptable diversification in an equity portfolio or an...

What a start to the year we have had. It has been the worst on record for fixed income asset classes across investment grade, high yield and "safe haven" bonds (such...

Last time I wrote about the current challenge for investors in the face of the potential combination of rising interest rates and falling growth, especially as so...

Food. It is one of the fundamental human needs, yet in developed economies we often disregard the complexities when it comes to food security. But in today’s age,...

If we have learnt anything from the last couple of years, it's that it is easy to do well when the market is rising. Everyone can make a buck when the tide lifts all...

Over the last few years, falling interest rates have driven absolute market valuations to all-time highs – by many metrics. Given these high starting valuations,...

There's a world of investments outside the traditional categories of equities, bonds and property, says Lucerne Investment Partners' Michael Houghton. An example of a...

People often leave their house or car, look to the sky and ask themselves: "Is it going to rain?" But for us at Talaria it’s fundamentally the wrong question. The...

The issue with equity market income - ASX200 While equity market income has been a crucial part of total return for over 100 years and sometimes the sole contributor,...

In an era of heightened uncertainty, alternative assets represent a unique opportunity for retail investors to gain diversification benefits, reduced cyclicality and...

Last year was a tough year for global earnings. The pandemic shook up global markets, with large earnings drawdowns across the world. In particular, global small and...

To be forewarned is to be forearmed, and so we thought it’s worth sharing some insights on themes that investors should keep an eye on. 1. Income: this is...

Bonds and property together with equities make up the three pillars of any respectable portfolio. Unlike equities, however, getting an attractive exposure to bonds and...

When it comes to investing, many Australians have a significant bias towards big Australian shares, despite the benefits offered by diversifying to different sectors...

There are many things you can control in life. A global health pandemic is not one of them, however the asset allocation and diversification of your portfolio is. The...

Key takeaways Scale and diversification – common attributes of high-quality companies – have played a role in the superior earnings of the team’s portfolios. Whether...

As an investor, you understand that diversification is key to protecting and growing your wealth, but are you applying it effectively? There’s a lot more to this vital...

Many asset managers are scored based on the returns they provide to investors relative to each unit of risk incurred. A portfolio that can achieve the same return with...