concentration risk

How smart-beta investing can help you target different factors or manage concentration risk in your portfolio

Why now is the time to diversify with active small caps

We think the case for alternatives continues to build, and new research seems to demonstrate this.

Market returns have been dominated by the tech sector, and Atrium's Brendan Paul believes this concentration risk is an opportunity.

In a sea of mediocre investment opportunities, those managers that concentrate portfolios in exceptional companies outperform.

Some forms of risk you want in your portfolio. Others, you should want no part of. When it comes to wholesale lending, bad risk generally means concentration, or...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand pick from around the web and post on Twitter. The purpose of this blog post is to add some extra...

Presenting recently on the state of the market and its behaviour, I was asked about some of the most risky elements currently at play. I’ve written previously about...

“In finance, everything that is agreeable is unsound and everything that is sound is disagreeable.” Winston Churchill With the S&P 500 Index enjoying a rebound of ~28%...

This year alone Microsoft founder Bill Gates added over US$22 billion to his personal wealth, now at an eye-popping total of US$113 billion, making him the world’s...

(Ed note: First published Sep 2018). Using a party as an analogy for the current equity market, we think this ten-year ‘party’ is about to finish. While we don’t know...

In Australia, many cities have enjoyed a prolonged period of house price increases. As a result, it's safe to say a large number of Australians have fallen in love...