diversified portfolios

Peter Wilmshurst

When it comes to investing, Australians forego their ‘globetrotter’ reputation and rarely look past local companies. In consumption, however, we are far worldlier and have embraced international brands such as Apple, Samsung, Google, BP and Toyota. Show More

Luke Cummings

Prudent portfolio management shouldn’t rely upon the assumption that everything will remain the same or that economic settings of the past will continue. Unfortunately, this is how many portfolios in Australia are typically managed. This is particularly dangerous when one considers that current economic settings are quite different to what... Show More

Damien Wood

Many investors have financial goals. These presume certain returns over defined time frames. To achieve this, most Australian investors rely heavily on the local stock market. This may prove lucrative if you get your stock selection and timing right. As we have seen in recent years, however, equity returns can... Show More

Intelligent Investor

Australia’s healthcare sector is world class. Here we rank the best performers based on growth, margins, competitive advantages and more. The S&P/ASX 200 Healthcare Index has returned 247% over the past 10 years, compared to just 54% for the All Ordinaries. Healthcare beat every other sector hands down. Show More