Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
The winning formula
In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many...
Is your portfolio ready for 2021?
This year’s Sohn Hearts & Minds Conference, an annual one-day event that brings the finance and investment community together, saw a select group of...
The time is right for an infrastructure boom, but who will win?
Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic....
A new core for balanced portfolios
It seems to be a rite of passage these days, investment bankers heading out on their own to start asset management businesses. Times are good. So good that the...
Back to school - who gets the best grades?
Assume you are the global portfolio manager of the Sector Hindsight Fund. This allows you to make decisions with knowledge about equity sector performance with...
If you can't beat them, buy them
While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the ‘dark side’, at least...
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...
Building Climate Aware Portfolios
With climate change being increasingly recognised as a systemic risk, the investment community is becoming more focused on supporting the transition to a...
What if?
Portfolio construction is a function of possibilities. Equity versus fixed income is the obvious; equity the potential of capital growth, and fixed income the...
Simple rules for creating a lifelong investment portfolio
Last year, one of Australia’s leading investors and fund managers walked into my office for a recording of The Australian Investors Podcast. I had...
Rask's 10 rules for investing in the stock market
At Rask Australia, we believe an investment strategy and process should change when the facts change, as John Maynard Keynes famously said.