Advisers have become 'overly reliant' on capital growth to drive returns
“It’s not about forecasting if it is going to rain, one should always carry an umbrella” explained Hugh Selby-Smith when discussing the...
The most important measure of manager performance
The proliferation of data and information has done little to improve the outcomes of self-directed investors. With information on almost any issue and a social...
How will the Federal Budget affect your client's portfolio?
The Federal Budget unveiled this week was clearly intended to be an election-winning budget prepared to win over the public with many of its generous promises....
The perils of yesterday's logic
Reimagining portfolios for tomorrow’s reality Increasing inflation volatility represents the greatest challenge to investors for a generation. A new...
Slicing and dicing the stock market for risk - and reward
All-weather investing has a simple aim – consistent positive returns, regardless of how the financial markets perform. It follows that all-weather...
Why we don't build our portfolio on macro forecasts
To many people, a portfolio manager who says he doesn’t care about what happens to inflation, Sino-US relations or even the world economy may seem...
Factors come to the fore amid volatility
The COVID-19 pandemic and associated market sell-off became an unexpected testing ground for many of the more recent advancements in financial markets and...
Factor investing 'more science than art'
Is it the chicken, or is it the egg? Does a certain kind of personality gravitate to becoming a “quant” manager, or do quant managers end up...
Invesco Inclusive: Fear Factor
Despite being quite simple in its definition, inconsistent reporting, differing approaches and the dominance of market-cap-weighted funds has meant that factor...
CFS puts its clients first with new MDA products
Australian wealth management giant Colonial First State (CFS) has joined forces with some of Australia’s leading research firms to offer financial...
Exploring the benefits of factor investing
You’ve probably heard of “factor” investing but might be unsure of what it is and how it works. In this article we’ll go through the...