portfolio

When conducting strategy research and development, we like to think in terms of what the new strategy will add to our current portfolio of systems. In general, we are...

Market downturns are painful to go through and are an unavoidable part of investing.  The way you handle periods when your investment portfolio is declining, can...

In Critics of the 60/40 portfolio have their blinkers on (27 September), David Thornton notes that “the age-old 60/40 portfolio,” comprised of 60% stocks and 40%...

Reading equity markets research and strategy reports from around the world, two trends have clearly emerged in recent weeks: a growing acceptance/belief the US...

"For people still in their prime earning years, this bear market is likely to be as bullish in the long run as it is painful in the short run. For older investors, the...

With increased volatility caused by geopolitical tensions and rising oil prices, defensive sectors such as REITs are starting to look attractive again.A-REITs have...

From an investor’s perspective, a strong case can be made for an allocation to Indian equities as part of an investment portfolio. We have put together a white paper...

Global equities can provide significant benefits to a diversified investment portfolio, ranging from higher return opportunities, enhanced portfolio diversification,...

This article was first published in Money Management magazine 6 May 2021 issue. Epicormic buds lie dormant, hiding underneath tree bark waiting for the right...

I was asked yesterday whether I’m happy with the way the Forager Australian Shares Fund has recovered through August. I’m not happy, and won’t be for some time yet. I...

Joke Of The WeekThe bull and bear go out for a coffee (maintain distance).The bull proudly says: "Best three days for the S&P 500 since 1933".The bear responds:...

Holding our nerve is perhaps the most important element of investing at the moment. It doesn’t mean we don’t recognise new risks and incorporate them into our...