portfolio management

Amongst high performing funds, consideration of maximum relative drawdown adds value in fund selection

But good news - it's not that hard to fix.

But good news - it's not that hard to fix.

Stocks are sagging on recession fears, big trades gone wrong, and war. Can past crashes help us predict if the next crash is about to occur?

An in-depth look at how to use valuation signals, how things are looking now, and a checklist for the best opportunities (and worst risks)

The -32% decline in the share price of Australia's number three Large Cap has brought out the biases and prejudices in all of us

Clive Smith takes a closer look at the relationship between credit spreads and interest rates.

In the second installment on demystifying fixed income concepts Clive Smith takes a closer look at the concept of the yield curve.

Investors who felt safe hiding in lithium stocks supported by broad-based belief in the global electrification theme have had a rude awakening over the past four...

A healthy bull market for equities has both macro and micro feeding optimism and upside. Alas, February has not delivered the required unity

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

Sometimes the most important market insight is hiding underneath daily share price movements. Intriguingly, the latest update into who's buying and selling US...

One of the key roles of fixed income allocations within multi-asset portfolios is to act as a diversifier for more volatile exposures, such as equities. Yet despite...

Rising inflation and interest rates have created a headwind for equities, and a plethora of near-term challenges, such as geo-political risks, a downturn in China’s...

To borrow a famous quote from Winston Churchill and make it my own: "You can depend upon the share market to do the right thing. But only after it has exhausted every...

They say the end of the financial year is the best time to snap up a bargain, and just like your favourite retailer, the market happens to be offering quite a few...

Trent isn't your typical adviser (or golfer, for that matter). He spent over a decade working in global investment banking and capital markets in Sydney and Japan,...

Nicola isn't exactly a hard nut to crack. She's wonderfully warm and genuine, openly sharing her story with this writer as if we had been friends for decades (and...

Felicity had a plan. She would study Property Economics at university, find her feet in property development, and eventually, take over the family business. But a...

With markets uncertain on inflation outlook and its rate of change, central bank signaling of liquidity withdrawal in long term bond yield compression and the...