Recognising the risk and reaping the reward: Hollie Briggs on bias, behaviour and disciplined investing
Thankfully, Byron Bay's voracious shark population spared Hollie Briggs, as she swam off Tallow Beach for an hour. That meant the head of global product management for the Growth Equity Strategies Team at Loomis, Sayles & Co. could take the Investment Leaders Forum audience on an entertaining journey through the world of behavioural biases in investing.
Luck, skill, and the case for spread-based investing
In a wide-ranging and deeply considered contribution at the Investment Leaders Forum in Byron Bay, Hugh Selby-Smith, co-chief investment officer at Talaria Asset Management, delivered a compelling challenge to conventional portfolio thinking.
Head-to-head: Value versus growth in global equities
As with so many debates that have passionate adherents, the value-versus-growth debate is not one where investors need to pick a side. Ultimately, both value and growth styles serve complementary roles.
Head-to-head: fundamental versus systematic investing in Australian equities
The debate between fundamental investing and systematic investing is right up there with the Beatles versus the Rolling Stones, or that between fans of pineapple on pizza and those who ban such a thing. As with those debates, both have a place, and it's not absolute.
How to invest as interest rates fall
So, interest rates have finally been cut in Australia. Once again, our central bank took longer than most expected to ease financial conditions for Australian borrowers, but with every decision, there are winners and losers.
Mutual funds double in nine years, bond funds in driver’s seat
Managed funds inflows surged five-fold in Australia in 2024, but exchange-traded funds (ETFs) left them in the dust, as investors continued to prefer the listed vehicles.
When risk rises, stick to the plan
A sound investment framework and coherent plan is always advisable, but it's particularly important when markets are gyrating.
ETF investors 'leaving money on the table' without discernment
ETFs may have utility, but the notion that you can diversify responsibility of each individual investment needs to be challenged according to managers at The Inside Network's Income and Defensives Symposium.
CFD market 'active' again after ASIC crackdown
Contracts for difference are sophisticated investment tools that can magnify both gains and losses, which is why the regulator
Busting senior secured loan myths with Invesco's best and brightest
Contrary to popular misconception, senior secured loans actually sit at the safest part of the capital structure and remain backed by company assets. That they're unsafe is one of several fallacies that needs to be busted, says Invesco's Ashley O'Connor.
Bank of Mum and Dad looks to investment bonds for property deposit
For many, planning to help kids and grandkids out with a first home deposit is something that needs to be done strategically, with timelines, capital growth and tax implications front of mind. Here, investment bonds could be the key.
'The Golden Times' launches, covering retirement investing and lifestyle issues for Australians
The Inside Network is launching a new publication aimed at keeping retirement-age Australians informed about investing, with a host of content designed to help them live their best life.
The art of investing through the AI revolution
The rise of AI is part of a global knowledge revolution that is reshaping every aspect of our lives, according to AI thought leaders at the Australian Investor Association's recent investX conference. While it's new territory, the same investment principles should apply in picking the winners from the losers.
Diversification is a free lunch, but you get what you pay for
Diversification is one of the most effective tools an investor can use, for the simple reason that spreading risk means you are unlikely to get wiped out if one or two investments go bust. But it is not a foolproof concept, and in fact it is laden with potential traps.
Investment bonds easing financial stress for tax-savvy consumers
There may be some caveats, but investment bonds can serve as a tax efficient investment vehicle. This is especially so when planning for life events like schooling, inheritances or property purchases.
Analysts make the case for exposure timing and structured correlation
As an ever-more-connected world makes it harder to deliver uncorrelated portfolios, there are still strategies investors can use to add diversification. Industry leaders recently discussed opportunities in equities and fixed income at The Inside Network's inaugural Investment Leaders Forum in Queenstown, New Zealand.
High tax-payers set to gain max benefit from investment bonds: Foresters
For the right investor, investment bonds can provide a seriously beneficial after-tax return according to Foresters Financial chief executive Emma Sakellaris.
When investing with discretion is the better part of valour: Ruffer
It is striking how little little yield premium equities are offering over the official interest rate at them moment, says Ruffer's Steve Russel. Investors may be tempted, but he warns that a cautious road may suit for the period ahead.
US shares outperform, but analysts doubt rally will continue
True to form, US stocks are outperforming Aussie shares on the back of a resurgence in technology-related company valuations. Economists warn against straying from diversification, however, with Aussie miners still offering investors capital returns on top of an underlying hedge against a US downturn.
In falling markets, dollar-cost averaging can help reduce exposure
Dollar-cost averaging allows investors to be in the market for the good days as well as the bad. This can help reduce exposure to market declines, as recent research shines light on the difficulty of timing the market.
