Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
Slicing and dicing the stock market for risk - and reward
All-weather investing has a simple aim – consistent positive returns, regardless of how the financial markets perform. It follows that all-weather...
Why we don't build our portfolio on macro forecasts
To many people, a portfolio manager who says he doesn’t care about what happens to inflation, Sino-US relations or even the world economy may seem...
Factors come to the fore amid volatility
The COVID-19 pandemic and associated market sell-off became an unexpected testing ground for many of the more recent advancements in financial markets and...
Following the smart money to guide portfolios
“Follow the money” is among the most popular sayings in markets, with the regular Bank of America Fund Manager Survey one of the few insights...
Factor investing 'more science than art'
Is it the chicken, or is it the egg? Does a certain kind of personality gravitate to becoming a “quant” manager, or do quant managers end up...
Invesco Inclusive: Fear Factor
Despite being quite simple in its definition, inconsistent reporting, differing approaches and the dominance of market-cap-weighted funds has meant that factor...
The Five Principles of Australian Factor Investing: Invesco
Factor investing is a widely adopted discipline, complementing the role of traditional investment managers. This paper explores the five principles of factor...
CFS puts its clients first with new MDA products
Australian wealth management giant Colonial First State (CFS) has joined forces with some of Australia’s leading research firms to offer financial...
Exploring the benefits of factor investing
You’ve probably heard of “factor” investing but might be unsure of what it is and how it works. In this article we’ll go through the...
PIMCO's recipe for portfolio protection
While there has been much talk about renewed inflation and its harm to portfolios, thanks largely to the US economic recovery, the consensus is this will be...
A robotic future: investing in robotics, automation and AI
COVID-19 has caused the deepest liquidity squeeze since 2006, an unexpected economic shock causing an immediate deterioration in conditions.