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DIVERSIFICATION

Funds management

As the US/China trade war continued during 2019, a focus on equities outside of China has helped emerging market funds avoid risk....

Expert Analysis

The basic premise of investing is simple – diversify, diversify, diversify. And with factor investing offering the additional premise of higher returns and lower risk in ...

Funds management

Investors need to be wary of “diversification decay” in emerging market (EM) portfolios, as the asset class’s index risk becomes more like systemic, developed-markets ris...

Financial planning

Yesterday’s confirmation that Australia’s economy was at its weakest since the global financial crisis in 2009 should serve as a warning to the public to protect their lo...

Superannuation

Despite the strong policy emphasis currently on superannuation account consolidation, research by Vanguard has found that very few members rollover their funds into eithe...

Expert Analysis

Technical and academic portfolio construction doesn’t always suit the real world. Rob Thompson outlines factors advisers can consider to firmly focus their clients’ inves...

Funds management

Nine years into the global market’s bull run, ETFs appear to be pushing US tech stocks into unrealistic valuations in ways that may end badly for many, a new whitepaper s...

Funds management

Diversification and narrowing the range of possible investment outcomes is of paramount importance in the post-retirement environment, according to Insight Investment’s A...

People & Products

Vanguard has launched a suite of four exchange traded funds that provide access to its diversified portfolio strategies....

Tools & guides

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...

Superannuation

SMSF trustees have been advised to avoid making hasty decisions in the wake of the US election and should rather focus on their long-term investment strategy, the SMSF As...

Knowledge Centre

When the news is good, it’s already too late. Value can be added by finding markets that are unloved and cheap, AMP Capital explains....

Funds management

MLC has added the Antares ex-20 fund to its platforms as it offers diversification and outperformance....

Knowledge Centre

How can we help manage the risk of investing in equities, giving clients a smoother investment experience and the confidence to stay invested over the long-term? David It...

Tools & guides

While non-traditional assets look useful for diversification beware they are not like the toxic assets that were at the heart of the GFC, Richard Dunbar writes. ...

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MARKET INSIGHTS

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