diversification

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...

Recently I sat down with my colleague Andrew Baume to reflect on 2020 and what lessons can be drawn. As he says, with the dubious benefit of over 35 years in...

A Q&A with one of Israel’s leading equity fund managers. Q. What does Alpha LTI invest in? A. Alpha LTIs investable universe includes listed and pre-IPO companies...

The macro investor Diego Parrilla is well known for making the analogy between constructing a successful investment portfolio and building a successful soccer team....

The ‘average’ Australian portfolio in 2020 still looks remarkably similar to those of years, or even decades, earlier, says Anthony Murphy, Chief Executive Officer at...

The process of buying and selling equities for most investors is a simple one – you either buy at the market price immediately or set a price that you’re happy with...

Investors love stories like that of global e-commerce giant Amazon – which two years ago became the first company to hit a trillion-dollar market cap. Far from its...

It’s no secret that a handful of large-cap tech stocks now dominates many indices and has driven a significant portion of recent stock market gains. Tech giants...

Portfolios combining bonds and equities thrived in the 2000s and 2010s, as the structural decline in interest rates propelled bond and equity markets higher. With the...

Few would have imagined 2020 turning out as it has done but MLC can at least claim that thanks to its investment architecture — Investment Futures Framework — the...