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Brilliant Investment Thinking by Advisers for Advisers.
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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...

The six mistakes investors (and advisers) make

There’s nothing like a market correction to trigger a crisis in confidence for investors and advisers alike. Having been rewarded for taking on more risk and...

Rethinking diversification: Foreign exchange as portfolio protection

For decades, advisers have relied on bonds as the go-to counterweight in a balanced portfolio. But as the correlation between bonds and equities turned...

Why investors should embrace change in the Year of the Snake

It's been an astonishing two years for US equities, but the same can’t be said for global asset markets. 2025 could be a year to explore out of favour...

Offshore assets drive need for true diversification: Atlantic House

The flip in the negative correlation between bonds and equities has revealed that the protections investors took for granted were based entirely on assumption....

Family offices move up the wealth spectrum, push for sophisticated investment

The investment vehicles of wealthy families are internalising asset management and professionalising their investment teams at a rapid rate, according to Citi...

Why investors need a new approach to diversification, downside protection

True diversification means owning assets that are truly uncorrelated. But that fact hasn’t stopped big investors from piling into the private markets while...

'The foundations are pretty soft': Correlation considerations taking centre stage

With the danger of fractured markets inflated, the need for a truly non-correlative asset is at a premium. And with the default system cleaned up, Fortlake saw...

Real diversification requires proactive allocation strategies: Atlantic House

How do investors stay on top of diversification and maintain adequate levels of non-correlation when markets oscillate with every breath, when asset...

Australian Ethical rotates to transition-linked metals as broader resources market weakens

The ethical investor is using the China's sluggish reemergence from the pandemic as an opportunity to rotate into more investments that facilitate a...

The hidden dangers in using style management to create negative correlation

Negative correlation can be an effective way to diversify and protect the underside of multi-asset portfolios, but if the chosen managers stray from their...