risk management

With exceptionally low yields across most developed markets and asset classes, investors are increasingly having to take more risk to achieve higher returns. Even...

As interest rates have fallen globally, first in response to economic and market conditions post the GFC and more recently due to the COVID-19 pandemic, returns from...

If you're on a committee and you're responsible for managing investments on behalf of other people, this practical checklist is for you. It's designed to make sure you...

The intensity of news flow recently has made events that happened only days ago feel like they took place in the distant past, and recent history – months or...

Devastating events such as the recent bushfires, which impacted approximately 80% of Australians in some way and charred ~20% of total forest cover in our nation, have...

Local investors have a good appetite for Australian small and medium cap companies. But there’s a huge universe of global companies in this category that are also...

In 2007 former hedge fund manager Nassim Nicholas Taleb wrote The Black Swan: The Impact of the Highly Improbable, and the essence of that book has been inscribed into...

The demographic of Australian investor is getting older and with interest rates and bond yields falling to record lows there is a real thirst for income, particularly...

Last week I had the pleasure of presenting on asset allocation at the Portfolio Construction Forum in Sydney. The session looked at three alternative economic...

I recently checked the quality of my cars’ airbags. The exercise was simple, fast and provided immediate comfort that my car would be safe when faced with treacherous...

Investing is a difficult exercise for investors, big and small. Below we explore a number of examples and ways to mitigate your investment risk thereby increasing your...

After what has been a very long run of strong market returns, it is only natural that investors’ attention starts to move toward when that run might end, and as each...

When hunting for undervalued companies, investors will inevitably encounter the dreaded ‘value trap’; a stock that’s so cheap that it looks too good to be true. As the...