portfolio construction

Plus, a note on how the investment bank's high-net-worth team is investing ahead of next year.

The coming decade looks different to the last and with that means a change in the usual methods of diversification according to Atrium.

Static expected return forecasts lead to harsher drawdowns. Forward-looking forecasts produce more resilient portfolios.

High yield ASX-listed stocks offer a long-term premium of 2.3 per cent, below average market risk and above-average interest rate risk.

We take a closer look at why Australian fixed income benchmarks may not be as Australian as some think.

Australia's sovereign wealth fund has strong performance over an extended period. So we asked, can you replicate it via the ASX?

Considering a valuation model for equity total returns, and how that can help investors understand what they own or might want to own.

Over the long run, value portfolios beat growth portfolios at their own game.

This portfolio approach is underpinned by a couple of key ideas which, though partially flawed, hold important implications for its value to investors in 2023 and...

In a sea of mediocre investment opportunities, those managers that concentrate portfolios in exceptional companies outperform.

The lowering of interest rates to historical lows has driven investors to consider higher-yielding credit strategies simply to earn an ‘acceptable’ headline return. ...

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame. For the 12 months until the end of September, the...

With yields rising sharply, bonds are beginning to look interesting again. This has led investors to suggest that fixed income will reclaim its status as a worthy...

Stock picking is a fine art. Before you invest in a particular company, chances are you have done a healthy amount of research into it. From the macro factors that...

Do bonds hedge equity returns? The answer is essential for portfolio constructors. Bonds haven’t done so recently and may remain less useful, in that regard, than...

Managing risk and protecting against the downside is just as important as our search for alpha... But that's easier said than done (as we have truly seen this...

The recent selloff in credit premiums has resulted in many investors experiencing a negative return on exposures within their portfolios. This highlights the...

Share prices suddenly plummet. Interest rates are rising. Housing prices falling. Commodity prices at peaks. The headlines are painting a volatile picture of markets...

Indulge us in a hypothetical: You’re uncertain of equities and fearful of recent volatility, but your portfolio is chock full of bonds to the limit of your asset...

As inflation has begun to tick up in recent months, prompting a shift in central bank policies around the developed world, the yields on fixed-income assets have...