diversification

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...

The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from...

I don’t have a background in wealth management and like many of you I’m learning by reading articles from wealth professionals and speaking with more experienced...

Late British Prime Minister Harold Macmillan, when once asked what he was most worried about, reportedly said, “Events, my dear boy, events.” Investors certainly...

The search for income is no easy task in a world of low rates. And while many investors, particularly those nearing or in retirement, may skew their portfolio towards...

The Perpetual Credit Income Trust is an ideal way for investors to access a dynamic, highly active and high-quality investment strategy, diversified across a broad...

2018 was tough for most asset classes with the blowtorch being applied in the final quarter of the year. While markets have rebounded in 2019 the volatility provided a...

Seeking to list a commercial real estate (CRE) debt fund in Australia was never going to be easy. As well as the normal vicissitudes that any transaction faces, one of...

On a recent visit to Sydney we spoke with Vivek Bommi, Senior Portfolio Manager at Neuberger Berman, about the types of companies that he is most comfortable holding...

As many investors approach retirement, stable income can be increasingly hard to find in what can only be described as a low-yielding world. But what many investors...

I recently checked the quality of my cars’ airbags. The exercise was simple, fast and provided immediate comfort that my car would be safe when faced with treacherous...

With the backing of a highly experienced team, the Perpetual Credit Income Trust provides investors with access to the entire breadth of the credit market, including...

The Perpetual Credit Income Trust employs an investment style that seeks opportunities within the broadest possible universe, providing diversification while at the...