diversified portfolio

Advisers and wiser clients themselves generally try and run a diversified portfolio. As they say, diversification is only necessary when you don’t “know”...

A lot is spoken about when it comes to correlation. We hope to break this down and explain what some of the investment jargon means, look at mistakes even the most...

The old adage, never put all your eggs in one basket, couldn’t be more true for real estate fund managers in today’s COVID-impacted investment market. So, let’s have a...

The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few...

The demographic of Australian investor is getting older and with interest rates and bond yields falling to record lows there is a real thirst for income, particularly...

We consider three different investment managers that vary by dependence on the level of quantitative analysis and implementation. Each methodology has their own...

On a recent visit to one of the external managers of our 5 Oceans Fund we asked them for their biggest market worry. The rise of risk parity strategies was the...