Ron Bewley, Author at Professional Planner

Investment

Diary of a trader: in defence of my forecasting

Everyone knows the bull run will end one day. For me, there are no signals (yet!) to walk away from a successful strategy, Ron Bewley writes.

Ron BewleySeptember 3, 2018

Investment

A stock portfolio for the new financial year

As we enter 2018-19, earnings and dividend forecasts point to an allocation surprisingly heavy in Financials – with a caveat. Ron Bewley explains.

Ron BewleyJune 26, 2018

Investment

What a time to tilt away from high yield

It paid to shift away from high-yield sectors in the early part of this year, provided the mandate allowed for such flexibility. Ron Bewley explains.

Ron BewleyMay 31, 2018

Investment

Unconstrained and happy: a two-country strategy

An experiment shows that big benefits in returns and volatility can possibly be gained from optimising a joint ‘21-sector’ portfolio across the US and Australia.

Ron BewleyMay 3, 2018

Investment

A calming verdict on volatility

Market ructions have caught the headlines recently, but this model suggests what we’ve seen since last October is nothing more than a blip.

Ron BewleyApril 4, 2018

Contributors

When to pounce: Policy news creates buying points

New monetary policy information inevitably creates a reaction, but today’s solid fundamentals mean those dips can be opportunities for a steady hand.

Ron BewleyMarch 8, 2018

Risk & Insurance

Wall Street drop a reminder to think long term

Despite a recent plunge, there are signs the S&P 500’s rally will continue longer term, partly due to Trump’s infrastructure program.

Ron BewleyFebruary 7, 2018

Contributors

Age of disruption casts doubt on power of rate hikes

The Reserve Bank’s favourite lever doesn’t have the same pull it once did. This may cause investors to lose confidence in central banks.

Ron BewleyJanuary 5, 2018

Ron Bewley

Investment

Diary of a trader: in defence of my forecasting

Investment

A stock portfolio for the new financial year

Investment

What a time to tilt away from high yield

Investment

Unconstrained and happy: a two-country strategy

Investment

A calming verdict on volatility

Contributors

When to pounce: Policy news creates buying points

Risk & Insurance

Wall Street drop a reminder to think long term

Contributors

Age of disruption casts doubt on power of rate hikes

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