equity risks

Why many investors confuse fear and risk, and what to do about it.

Why many investors confuse fear and risk, and what to do about it.

According to finance theory, stocks are correctly priced and investors must take more risk to earn higher returns. Is this true in practice?

The answer has varied over the past 150 years; it also depends upon the CPI. Are investors now underrating both asset classes’ risks?

If there is one thing investors can be sure of it's how uncertain everything is. Will inflation spin commodities into another supercycle? Will Anthony Albanese know...

Investing involves risk. This is true of any investible asset, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as...

We’ve spent the last 2 wires talking about the importance of equity income as part of total return, but also looking at some of the challenges with chasing it in...

“Anybody driving slower than you is an idiot, and anyone going faster than you is a maniac” – George Carlin. A few months back, my colleague Jesse wrote about the...

Despite the record reporting season past and the major wall of cash returned to investors this year, we at Airlie can't help but feel things in markets are a little...

US political strategist James Carville once remarked, “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or as a .400...

Change in Market Construction and Unforeseen Risks Given the ever-changing landscape and participants, the construction and functioning of equity markets has always...

Foresight factor premium analysis focuses on the returns that are attached to generally accepted, systematic drivers of stock returns and risk: Market, Small-Large,...

Over the past few months, we have seen some inconceivable things from markets and economies around the globe; from talk of negative interest rates to wild valuations,...

Buoyed by the US-China trade deal agreement, stock markets marched in unison to record highs at the start of 2020. That was until coronavirus started dominating...

Quality investing using Return on Equity (ROE) has been a successful strategy in recent years, but requires careful consideration of the risks, which can differ...

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in...

Geopolitical concerns, delays to the Trump Administration’s planned fiscal stimulus, and benign US economic and inflation data have made bond markets more relaxed and...