Insights for Advisers by Advisers | 

Precise Risk in Imprecise Markets

There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe ratios and the like. To be transparent, how many within the industry really focus on these statistics when creating a portfolio? As the momentum shifts away from 60/40 portfolios, the traditional volatility risk measure is even less relevant. Assuming investing is about taking risk to achieve returns, we are in our comfort zone on returns, but waver when being clearer on the risk. Anyone in a failed investment scheme knows risk is the permanent loss of capital. For many others it’s that the goal of the portfolio is not achieved, allowing for ill-defined goal posts. Volatility preys on the notion that assets priced in traded markets exhibit behavioural characteristics that are not necessarily

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A Q&A with Luke Laretive

We are pleased to speak with Luke Laretive of Seneca Financial Solutions this week. Luke Laretive must be one of the most prolific sharemarket writers in the market,

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Two out of three on ESG

Melbourne: ESG (Environmental, Social and Governance) is one of the fastest growing trends ininvesting globally.

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IN60 with Bob Sahota

Peter White from The Inside Network goes ‘IN60’ with Bob Sahota from Revolution Asset Management

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