Investment
Asset allocation insights and portfolio construction frameworks for Australian financial advisers and asset consultants.
- Abbey Minogue
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Investing for income? Here’s what you should know
Many Australian investors continue to focus on income-generating investments. However, with ongoing market volatility, it’s worth thinking carefully about...
Sustainable investing: Two paths to a common destination
Sustainable investing is increasingly recognised as the practice of incorporating environmental, social and governance (ESG) factors into investment...
Luck, skill, and the case for spread-based investing
In a wide-ranging and deeply considered contribution at the Investment Leaders Forum in Byron Bay, Hugh Selby-Smith, co-chief investment officer at Talaria...
The six mistakes investors (and advisers) make
There’s nothing like a market correction to trigger a crisis in confidence for investors and advisers alike. Having been rewarded for taking on more risk and...
Navigating market extremes: Looking beyond the conventional
Equity markets continue to defy expectations, but investors face mounting risks as valuations stretch to historical extremes. Hugh Selby-Smith, co-CIO of...
Rethinking diversification: Foreign exchange as portfolio protection
For decades, advisers have relied on bonds as the go-to counterweight in a balanced portfolio. But as the correlation between bonds and equities turned...
Why investors should embrace change in the Year of the Snake
It's been an astonishing two years for US equities, but the same can’t be said for global asset markets. 2025 could be a year to explore out of favour...
Offshore assets drive need for true diversification: Atlantic House
The flip in the negative correlation between bonds and equities has revealed that the protections investors took for granted were based entirely on assumption....
Family offices move up the wealth spectrum, push for sophisticated investment
The investment vehicles of wealthy families are internalising asset management and professionalising their investment teams at a rapid rate, according to Citi...
Why investors need a new approach to diversification, downside protection
True diversification means owning assets that are truly uncorrelated. But that fact hasn’t stopped big investors from piling into the private markets while...
'The foundations are pretty soft': Correlation considerations taking centre stage
With the danger of fractured markets inflated, the need for a truly non-correlative asset is at a premium. And with the default system cleaned up, Fortlake saw...