Solid core portfolios
Ron Bewley says the heart of a portfolio determines volatility.
October 05, 2011
Anatomy of a sovereign debt crisis
Whilst much has been written in the press over recent weeks regarding the problem of sovereign debt in many countries around the world, investors could be forgiven for being confused as to the nature of the issues.
September 05, 2011
A rethink on managed funds
The age of technology has brought massive change to many facets of everyday living, in ways that previous generations could only have dreamed of Even though the benefits have been many, the evolution should perhaps come with a caveat: in the wrong hands or used in the wrong way, technology has the potential to cause more problems than it fixes. Take the health industry for instance
September 01, 2011
When shares are getting you down, think about bricks and mortar
Greville Pabst says the recent sharemarket ructions have investors questioning their investment strategies and revisiting the need to include property in a diversified portfolio.
September 01, 2011
Knowing your client’s stuff, stage and seed
Knowing your client from a compliance perspective is far different from knowing your client from a commercial perspective and different again for the client-centric adviser. KNOW YOUR CLIENT’S STUFF KNOW YOUR CLIENT’S STAGE KNOW YOUR CLIENT’S SEED The next level of knowing your client is to know their seed.
September 01, 2011
Long/short strategies for portfolios
David Smythe says long/short strategies can generally provide clients with a more well rounded and diversified portfolio.
September 01, 2011
Say goodbye Australian equities
Major global events have changed financial markets forever, yet planners are still building portfolios the same way they did 20 years ago. Krystine Lumanta reports.
September 01, 2011
Investing for private ancillary funds
Determining an investment strategy most likely to achieve the investment objective; While the principles for investing for foundations, including private ancillary funds (PAFs), are the same as those for other investment structures, the specific circumstances of PAFs lead to different investment strategies
September 01, 2011
Dynamic asset allocation benefits
Jeff Mitchell says the global financial crisis (GFC) highlighted a flaw in the strategic asset allocation model that may be addressed with a less static approach to investing.
September 01, 2011
Help from your stock-picking friends
Ron Bewley explains why discipline and a systematic approach to what you do is so important when constructing a portfolio of equities for the long term.
August 29, 2011
How to see the forest AND the trees
If the global financial crisis (GFC) taught us anything - and it taught us a lot - it’s that sometimes the conventional thinking can be well wide of the mark. A conference in Sydney today and tomorrow aims to equip financial planners with the means to make certain investment decisions in an increasingly uncertain world.
August 24, 2011
South Korea: ‘underdeveloped’, and loving it
On many measures, South Korea boasts a high-tech, industrialised economy. Yet MSCI still classifies it as an emerging market - and South Korea is just fine with that. Fidelity International investment commentator Michael Collins explains.
August 11, 2011
