Concentration risk and the scourge of lazy portfolios

Lazy portfolios can be overconcentrated, overdiversified, full of yesterday’s winners, devoid of structured asset allocation, full of misallocated positions or agnostic to markets and client expectations. All of this is happening more than it should.

Drew Meredith | 23rd May 2024 | More
What makes a good company AGM, and when it’s right to turn someone’s mic off

Whether it’s the right agenda, executive engagement, cold catering or the right to put a rambunctious shareholder on mute, there are myriad elements that go into an effective AGM according to those who’ve had their fair share.

Tahn Sharpe | 23rd May 2024 | More
Mapping a liquidity advantage through exposure to publicly listed PE vehicles

An enduring structural feature of Barwon’s PE fund is that it doesn’t invest in the companies that require capital, it invests in the companies that provide it. For advisers, that means exposure to the fabled PE illiquidity premium, but with access to daily redemptions.  

Staff Writer | 23rd May 2024 | More
News
The Inside Network and Future Proof make waves with Huntington Beach partnership

It’s the biggest wealth management event on the planet, where advisers, executives and their associates come to learn, network and have a little fun under the California sun. As the inaugural Australian partner, The Inside Network will be front and centre.

Staff Writer | 10th May 2024 | More
Perpetual motion curbed: 138-year old manager broken up in $2.2B KKR deal

The transaction comes after a decade long struggle for one of the bigger players in the Australian financial services landscape, which could only fend off so many takeover attempts while its share price continued to fall.

Tahn Sharpe | 8th May 2024 | More
FSC bulks up its financial adviser representation stocks

While known for being the flagbearer for financial product providers, the Financial Services Council is now making serious inroads into the financial advice sector.

Tahn Sharpe | 24th Apr 2024 | More
Markets
T+1 settlement an ‘unstoppable force’ Australia needs to adopt, or risk falling behind

The frictionless movement of assets is becoming a common feature of markets around the developed world, yet Australia remains a step behind. The ASX is in no mood to rush the move to T+1, however, after its calamitous attempt to implement distributed ledger technology.

Tahn Sharpe | 16th May 2024 | More
Banks present savvy value play through crisis fears and tech frenzy

The global banking system has proven both resilient and lucrative for investors since it seemed to teeter on collapse just over a year ago. The turnaround highlights the kind of alternatives available for those that don’t see enough value in the prevailing big tech stocks.

Tahn Sharpe | 16th May 2024 | More
Barwon finds the sweet spot for first-ranking mortgage property play

Real estate credit funds have firmed as an attractive source of alternative returns in the past few years. What matters, however, and what doesn’t, for these non-bank private credit lenders, has largely been left unexplored by investors.   

Tahn Sharpe | 13th May 2024 | More
ESG in action: How investment teams are funding research and leaning on laggards

Getting to net-zero by 2025 will require an enormous shift of capital. This can only happen if groups with leverage apply pressure to financial services entities that are at the coal-face of change.

Staff Writer | 9th May 2024 | More
The science of finding under-valued global gems: INDepth with Caroline Cai from Pzena Investment Management

Caroline Cai from Pzena Investment Management goes in-depth with James Dunn from The Inside Network on the science of finding under-valued global gems.

The Inside Adviser | 20th May 2024 | Watch Pause
INSight #358 with Lauren Ryan from Thinktank

Lauren Ryan from Thinktank speaks to Laurence Parker-Brown from The Inside Network on how our asset-backed securities market compare to the US or Europe.

The Inside Adviser | 20th May 2024 | Watch Pause
INSight #357 with Lauren Ryan from Thinktank

Lauren Ryan from Thinktank shares insights with Laurence Parker-Brown from The Inside Network on how you select the best assets with commercial changing lately.

The Inside Adviser | 16th May 2024 | Watch Pause
INSight #356 with Lauren Ryan from Thinktank

Lauren Ryan from Thinktank shares insights with Laurence Parker-Brown from The Inside Network on whether there are sectors like commercial struggling to deal with new rates.

The Inside Adviser | 13th May 2024 | Watch Pause
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
The Inside Adviser | 8th Jan 2024
BIT #5: Advicetech attraction with Pete Worn from Finura Group
The Inside Adviser | 11th Oct 2023
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
The Inside Adviser | 11th Oct 2023
BIT #3: Super fund benchmarking with Ian Fryer from Chant West
The Inside Adviser | 11th Oct 2023
BIT #2: Investment dynamism with Paul Saliba from SQM Research
The Inside Adviser | 11th Oct 2023
BIT #1: Compliance matters with Sean Graham from Assured Support
The Inside Adviser | 24th Sep 2023
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Adviser | 10th May 2021
Kanish Chugh explores strong returns from Biotech in recent years
The Inside Adviser | 30th Mar 2021
Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
The Inside Adviser | 15th Mar 2021
32% return for calendar 2020!
The Inside Adviser | 9th Mar 2021
Franklin Templeton and Quantifeed: Riding the digital wave
The Inside Adviser | 16th Dec 2020
Cor Capital’s Davin Hood discusses defensive investments to boost your portfolio.
The Inside Adviser | 30th Oct 2020
Chris Briant Parametric & Peter White from IN Chats
The Inside Adviser | 21st Sep 2020
Benefits of unlisted direct property funds in low yield investment environment
The Inside Adviser | 20th Sep 2020
ETF Securities: Trade your conviction
The Inside Adviser | 9th Sep 2020
Inside Analysis DATT Capital
The Inside Adviser | 8th Sep 2020
COVID-19 and the Industrial and Logistics sector: insight from Charter Hall
The Inside Adviser | 28th Jul 2020
Investors look to biotech with COVID-19 vaccine on the horizon
The Inside Adviser | 22nd Jun 2020
CEO Series with Federation AM CEO Cameron Brownjohn
The Inside Adviser | 17th Jun 2020
All weather investing
The Inside Adviser | 5th Jun 2020
Equities, dividends and Covid-19
The Inside Adviser | 5th Jun 2020
The sting in the transition tail
The Inside Adviser | 28th May 2020
Pandemic-proofing portfolios
The Inside Adviser | 6th May 2020
Future proofing investing with FAANGs
The Inside Adviser | 27th Apr 2020
RARE Infrastructure market update
The Inside Adviser | 8th Apr 2020
Listed infrastructure is a proven defensive asset
The Inside Adviser | 16th Mar 2020
Quo vadis robo?
The Inside Adviser | 16th Mar 2020
Bonds are here to stay
The Inside Adviser | 5th Feb 2020
Listed infrastructure vs. unlisted infrastructure with Charles Hamieh
The Inside Adviser | 21st Jan 2020
White label Robo Advice solutions: what, why and how ?
The Inside Adviser | 19th Aug 2019
Investing made easy with Raiz
The Inside Adviser | 28th May 2019
Clime expands offer to new markets, leads the way post Hayne.
The Inside Adviser | 23rd Apr 2019
Agri sector still inspiring investors
The Inside Adviser | 8th Apr 2019
Australian equities: Clouded by political, economic and credit uncertainty
The Inside Adviser | 26th Mar 2019
Steady Income from infrastructure.
The Inside Adviser | 11th Mar 2019
Residential house prices are falling…but what about commercial property?
The Inside Adviser | 4th Dec 2018
Are we there yet? Late cycle investing and infrastructure.
The Inside Adviser | 13th Nov 2018
‘Industrial strength’ investing
The Inside Adviser | 25th Sep 2018
The attractions of Global Listed infrastructure for long term investors explained
The Inside Adviser | 7th Sep 2018
Commercial Property Trusts in a SMSF? Shed’s Peter White chats with Thinktank CEO Jonathan Street.
The Inside Adviser | 28th Aug 2018
Super
Labor risks repeating franking credit calamity with $3M super cap proposal

In the 2019 federal election, Labor’s proposal to abolish cash refunds for excess franking credits went down like a lead balloon. So, will the $3 million cap proposal see Labor revisit history?

Kevin Pelham | 20th May 2024 | More
Hobbled by hubris, industry funds in danger of failing their members

The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the failures are starting to mount.

Tahn Sharpe | 9th Nov 2023 | More
In Practice
Move to micro makes sense, but comes at a cost for advice businesses

There are untold benefits in shifting to a self-licensed advice model, but the move also comes with a host of dangers. Practice owners need to ask themselves some serious questions before taking the plunge.

Staff Writer | 13th May 2024 | More
Brigid Asquith-Hunt and the language of legacy in financial advice

Making a connection is at the heart of any financial adviser’s value proposition, the consultant says. But to do that, the right language must be leveraged to understand what a client’s legacy values truly are.

James Dunn | 9th May 2024 | More
Authors
223 Articles
Tahn is managing editor across The Inside Network's three publications.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
50 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
15 Articles
Nicholas Way is editor of The Golden Times and has covered business, retirement, politics, human resources and personal investment over a 50-year career.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
708 Articles
Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum