Asset Allocation
This month we provide an update on how our high and ultra-high-net-worth, family office and not-for-profit clients are invested. Importantly, we also take a look at how they have managed their portfolios through recent volatility—in particular, through the sharp correction in risk at the end of 2018 and the subsequent... Show More
The market has been very concerned about the economic slowdown and geopolitical issues in Europe - obviously Brexit being the biggest, most significant one. Show More
India’s richest man disrupted the Indian telecom market two years ago when his company, Reliance Jio, began offering free voice and data services to everyone for an initial three-month period. This offer was subsequently extended by another three months and Reliance Jio has since been offering the cheapest data plans... Show More
Statistically speaking a 10 to 20 per cent correction should occur about once a year (averaged out over time). Hence to see one shouldn’t be such a great surprise...but when it occurs, how do we handle it? Show More
The arguments for using Listed Investment Companies (LICs) are numerous and the burgeoning LIC offering on the ASX means investors now have more choice than ever. One of the biggest frustrations for many investors is the fact that LICs will often trade at a discount to their Net Tangible Assets... Show More
The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting opportunities in the retail segment, one of which is Dollar General. Show More
My advice has been consistent over the years: get your portfolio allocation right and let us worry about the timing. It’s fair to say it’s a piece of advice widely ignored. Show More
You can be a savvy investor without living and breathing the stock market thanks to a brilliant concept called thematic investing. This might sound overly simplistic but all it takes is an understanding of the world around you – how it’s changing, where it’s going and who is leading the... Show More
You're probably familiar with online platforms such as Investopedia, Dictionary.com and the video streaming platform VImeo. You've also probably heard of popular dating sites such as Tinder. But did you know they were all owned by one NASDAQ listed parent company? Show More
When it comes to investing in today’s market, a strong underlying foundation is vital to forming the core of success. Steven Glass, from the Pengana International Equities Fund provides his 6-point checklist that separates the good from the bad, allowing him to invest with confidence in an overly noisy environment. Show More