portfolio construction

Education sponsored
Julia Lee

When building a balanced investment portfolio, most investors seek exposure to the four main asset classes – equities, fixed income, property, and cash. One big barrier to entry for many investors is knowing exactly how and what to invest in. Choosing investments like individual stocks, can be overwhelming and understandably... Show More

Asset Allocation
Scott Haslem

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

Lawrence Lam

In this wire, we discuss building a diversified portfolio without sacrificing on returns. Not only is it essential to diversify your eggs across different baskets, it’s equally important to make sure you’ve got concrete eggs and steel baskets. Show More

Bob  Sahota

Appetite for alternative defensive allocations continues to grow as investors seek new ways to preserve capital and generate stable income. This is supported by a number of factors such as the current low interest rate environment resulting in low absolute yields, as well as recent increases in public market volatility.... Show More

The period of underperformance by small companies has widely been attributed to large funds rotating out of the sector. James Abela from Fidelity has been doing some analysis that he believes offers an alternate explanation. His view is that there is more pain to come in small caps. Show More

Pengana Capital

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

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

Clime Asset Management

Average holding periods of equities have never been shorter, sitting at 8.3 months for EOY2015. The introduction of electronic trading has provided market-makers with some degree of liquidity during times of increased volatility, leaving markets extremely short-term focused. This in turn, can arguably lead to far greater short-term volatility, which... Show More

Joe Magyer

Digging into a fresh stock idea is fun. Maybe too fun. The thrill of working a new opportunity can distract us from remembering that it’s sound, repeatable process that wins over the the long run, and not hitting it big with a single investment. Show More