Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
How to treat the SPIVA scorecard as a portfolio construction tool, not a verdict
Andrew Wielandt, director at DP Wealth Advisory, says the latest SPIVA Australia data reinforces a core and satellite approach he has run since attending a US...
Jacqui Fernley takes the CIO role at Hamilton Wealth Partners
Hamilton Wealth Partners has appointed arcpoint OCIO as its outsourced chief investment office, with founding partner Jacqui Fernley taking the chief...
Perennial shuts its resources flagship, then builds a bigger one
Perennial Partners closed a resources fund after a 49.8 per cent year and launched a global version with ten times the runway. The fund capacity question...
Quality, beta and the SaaS reckoning: the screens advisers should retire
ClearBridge's Reece Birtles says passive flows have broken the screens advisers rely on in Australian equities. His case for HALO stocks, a declining beta...
Income at home, growth abroad: the case for a more deliberate global tilt
Sarah Gonzales argues the structural case for global equities has strengthened, but passive allocations are not as neutral as they appear.
Portfolio construction in a regime of greater choice and dispersion
For advisers building growth portfolios around a domestic equity and fixed income core, Esencia's Chris Forrest is direct: the toolkit has expanded...
The interest rate question advisers should be asking right now
RBA’s prolonged high-rate cycle, not single hikes, drives portfolio strategy; Datt urges focus on duration, quality earnings, capital preservation, and...
GARP index gives advisers a new frame for offshore equity exposure
A new GARP Index gives advisers a portfolio construction tool that blends global growth, quality and valuation discipline, although currency, turnover and...
Research as the bedrock: John Hortop on building portfolios that last
Robust portfolios are not assembled from themes or market calls. They are constructed through layered research and disciplined implementation.
Be prepared: Long-volatility, convexity and portfolio efficiency
It's never a question of If, only When will we see a significant left-tail event in risk assets. Here's why large equity-market declines are not rare; and why...
Discipline, not prediction: why trend-following could be 2026’s smartest strategy
Discipline cuts through behavioural bias; and trend-following thrives because it responds and doesn’t predict. Take a look under the hood of a systematic...