portfolio management

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

Sometimes the most important market insight is hiding underneath daily share price movements. Intriguingly, the latest update into who's buying and selling US...

One of the key roles of fixed income allocations within multi-asset portfolios is to act as a diversifier for more volatile exposures, such as equities. Yet despite...

Rising inflation and interest rates have created a headwind for equities, and a plethora of near-term challenges, such as geo-political risks, a downturn in China’s...

To borrow a famous quote from Winston Churchill and make it my own: "You can depend upon the share market to do the right thing. But only after it has exhausted every...

They say the end of the financial year is the best time to snap up a bargain, and just like your favourite retailer, the market happens to be offering quite a few...

Trent isn't your typical adviser (or golfer, for that matter). He spent over a decade working in global investment banking and capital markets in Sydney and Japan,...

Nicola isn't exactly a hard nut to crack. She's wonderfully warm and genuine, openly sharing her story with this writer as if we had been friends for decades (and...

Felicity had a plan. She would study Property Economics at university, find her feet in property development, and eventually, take over the family business. But a...

With markets uncertain on inflation outlook and its rate of change, central bank signaling of liquidity withdrawal in long term bond yield compression and the...

The past financial year was unlike any other.As we continued managing the impacts from COVID-19, we saw many economic changes that may have significantly affected your...

The ASX200 Accumulation Index, which combines share price appreciation with dividends paid, closed off FY21 with a total return of 27.80%. It wasn't the best...

MLC Asset Management's Jonathan Armitage has navigated a crisis or two during his working life and argues that this time, it is different. At the dawn of his career,...

Others see a world dominated by central bank interventions, fiscal stimulus, a virus that refuses to surrender, still rising inequality, asset price inflation and a...

It is a question that has regularly landed in my inbox this year: I am worried about inflation. How do I protect my investment portfolio? Let me start with the...

Financial markets have proven too much of an enigma for many an investor and share market commentator in 2021. Is it all about elevated valuations, an abundance in...

Trying to find the right managed fund can be tough, tiresome, if ultimately rewarding, work. After all, this land of only 25.4 million people boasts 897 Australian...

Following Medallion Financials recent Livewire education piece “How to transform your portfolio” , I thought this Wire would be worthwhile in order to add further...

The majority of Australians' portfolios, for better or worse, suffer from a little thing called "concentration risk". In fact, Medallion Financial Group's Michael...

Since listing in June 1994, the performance of CSL (ASX: CSL) has been nothing but spectacular, with the stock ultimately growing into the ASX200's largest...