portfolio strategy

Incorporating alternative assets into investment portfolios to help achieve return enhancement, capital preservation, & predictable income.

Before switching off after (another) hectic year, take the opportunity to review your investments using the following checklist.

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

There are simply too many question marks for equity markets, which is weighing on general sentiment, and on prices.

Investors had better not fall into the "AI is but a temporary bubble" trap, because tomorrow's future is about to be rewritten.

Join Pengana Global Small Companies Funds' Portfolio Manager Jon Moog, in this short video as he covers subjects such as: What is going on in the small-cap universe ...

As central banks close in on their respective terminal rates, bringing the current tightening cycle to an end this year, we look at the trading implications for 2023...

 If I were to make a good-humoured attempt at an old fashioned Dad-joke, I'd start off with: I am old enough to remember when corporate reporting season in...

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...

Stocks go up, stocks go down. And whoever observes share markets on a daily basis fully well knows there are all kinds of variations in between. One thing remains,...

Factor investing aims to target quantifiable metrics that can explain differences in security returns. At a high level, these factors are broadly influenced by general...

Equity allocations have surged to a two-year high. Cash allocations have dropped to the bottom end of the range. But cash "levels" have not changed much at all… Put...

I returned from holidays thinking this market is way too confident, way too bullish, and way too exuberant on numerous accounts. Turns out, market strategists at Bank...

Corporate earnings have not been front of mind for share market investors over the year past.Last year’s August reporting season marked the weakest performance for...

Five years of managing the FNArena-Vested Equities All-Weather Model Portfolio has triggered a reflection upon experiences and errors made. Below are my seven...

It’s becoming increasingly evident among Livewire readers and contributors that a new bull market has been forged in the depths of one of the worst event-driven crises...

Tom Millner of Contact Asset Management was already cautious heading into 2020 given the ASX's pre-coronavirus surge was being driven by investors hungry for yield. In...

‘Unprecedented’ is a word that has slipped into our collective vocabulary largely unnoticed these last few weeks, but with...

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:...

Asset allocation is one of the most important investment planning decisions. The key question: What is the best mix between stocks and bonds, and how should that mix...