Asset Allocation

Derivatives should not be a “dirty word” for investors looking for better returns, capital protection and diversification at a time when volatility and higher inflation appear here to stay, according to Atlantic House Group’s Andrew Lakeman and Global X’s Evan Metcalf.

As the impacts of rising interest rates continue flowing through the economy, credit remains one of the most reliable and attractive ways to add defensiveness to a portfolio, strategists from SQM Research and ICG told a recent Inside Network symposium.

Small cap investing has considerable upside, which the long-term returns data shows. But many small caps are less than quality grade, and the managers picking them can be rife with bias.

An actively managed global fund manager said something along the lines of “the challenge in 2022 won’t be in outperforming the index, but rather in generating a positive return

History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit returns over the long-term.

The Australian dollar could fall to US65 cents by the year’s end as higher interest rates in the US and capital inflows push the US dollar higher.

BetaShares this week released its Half-Year Review of the exchange traded fund industry, with a few surprises in store for one of the most popular parts of the investment sector.

A pandemic, a few supply-chain disruptions, a war in Europe, rising energy prices, climate change and soaring inflation. What more could you ask for?

Concerns over rising inflation and a global growth slowdown have many financial advisers re-positioning client portfolios away from risk and towards safety.

The end of 2022 feels a little like a blur of problems, people and red numbers, that’s not even considering what we have just been through.

High-conviction alternatives manager, HMC Capital has announced the launch of its new HMC Capital Partners Fund 1, which will seek to invest in private and public businesses with real-asset backing.

In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation.