'Open-mindedness' key in the era of correlated bonds and equities
The prevailing market dynamic has changed, with inflation fanning volatility and bonds no longer providing diversification ballast against equities. Active...
Investment to Paris-aligned benchmark challenging, but achievable
Meeting the Paris-aligned guidelines can be problematic for Australia's big investors, but it's possible to deliver compliant investment strategies with modest...
Are we still building portfolios for a zero-rate environment?
Interest rates were never meant to be so low for so long. Wattle Partners principal Drew Meredith ponders whether the hangover has some investors lagging; are...
Opportunities abound, but don't let recency bias have the last laugh
Investors and advisers have a tendency to extrapolate recent events into the future, and the last six months have shown how dangerous this can be. For those...
All taste, no calories; For some advisers, SMAs have a clear edge over MDAs
SMAs provide most of the benefits of managed accounts, without the costs and additional investment in asset consultants, 3rd party MDA licensee arrangements,...
Getting a clear view of the gap between stock picking and proactive management
Proactive management and stock picking are, in some ways, two sides of the same coin. But advisers and investors should be aware of their fundamental...
Market neutral is for all seasons, not just volatile periods: Yarra
Market neutral strategies should not only used as lever for investors that want an on-call safety valve for volatility, but retained as a strategic holding to...
Ausbil gets active on dividend management with income-seeking investment play
The team at Ausbil have come up with a novel way to generate income without increasing risk or removing alpha generating opportunities.
Time to reset fixed-income portfolio construction
Concerns over rising inflation and a global growth slowdown have many financial advisers re-positioning client portfolios away from risk and towards safety.
Positioning portfolios for fabled 'soft landing'
While several weeks ago now, the threat of 75 basis point hikes is no longer in the future, it has and will likely happen more than once in 2022.
Why quality matters more than ever: Bell AM
Markets are falling, interest rates are rising alongside inflation, the US dollar is appreciating along with bond yields and money is moving away from risk....