949 results found

Investing offshore requires currency exposure. Currency impacts can wash out over time, but its tidal forces are strong and independent of a client's retirement time frame. Currency is both a risk and an investment opportunity.

Investors can harness the long-run benefits of active satellites like global small caps to drive better portfolio outcomes despite volatile markets.

While not traditionally known for income, there are thousands of dividend income opportunities among global companies which can provide income similar to Australian shares.

Don Hamson | 0.50 CE

Real assets including real estate have overinflated valuations. Investors need to understand the frame work necessary to manage the trade-off between shorter term returns and longer term risks.

Stephen Hayes | 0.50 CE

With global yields at record lows, bond market Cassandras proclaim the formation of a supernova, warning of the investment perils. It's time to spurn that talk, and stick with the core, defensive anchor provided by global fixed income.

With most market participants distracted by short-term noise or focused on mean reversion of long-term valuations, the gap in the middle is an under-researched and fertile hunting ground.

Liquid alternatives have the potential to provide significant short- and long-term benefits for investors. It is important to not let common misconceptions about liquid alternatives undermine their potential benefits.

Provided investors define infrastructure in a disciplined manner, investment in infrastructure will continue to deliver investors reliable earnings over time.

Tracking error constraints on active management focus on short-term outcomes and don’t align with most investor goals, which are longer term. So how else can portfolios be designed?

Olivia Engel | 0.50 CE

For all the wisdom of four centuries of investing, not much has changed in financial markets. Boom and bust cycles still exist and speculation is higher than ever. But the Prudent Man Rule from 1830 can serve as a useful anchor for investors.

Longer-term assessments of risk and potential returns will always underpin the construction of multi-asset or diversified portfolios. However, context matters.

It seems sensible to make investment managers accountable by requiring them to perform relative to a benchmark. But this kind of motivation has a perverse effect.

Ron Bird | 0.50 CE

The benefits of long-term investing extend beyond just being able to invest in illiquid assets. Patience can pay its own dividend. The challenge is holding at bay the relentless pressures to respond and deliver over the short term.

Geoff Warren | 0.50 CE

Greater self-determination and social justice for Aboriginal and Torres Strait Islander peoples offers a path to progress.

This panel debated the high conviction thesis that the key geopolitical risk of the times is tension between China, the US and South East Asian countries, as well as the impact of the US election on markets.

Panel | 0.25 CE

Geopolitical tensions between China, the US, and countries of South East Asia are growing. Most investors dismiss the region as a risk. But we are at a precipice of a left-tail risk event.

Marko Papic | 0.25 CE

There has never been a more divisive US election season than the one we are witnessing right now. While the rhetoric and opinion polls are captivating on a weekly basis, the long game is what matters.

Libby Cantrill | 0.50 CE

It is easy to assume that leadership (or a lack thereof) only occurs in upper level, high status positions. The long and short of this premise needs to be scrutinised. We must recalibrate our thinking.

Markets are volatile and events are unprecedented – or at least that’s what we’re told and have been conditioned to believe. Times and markets are volatile, but they always have been and they always will be.

Client needs are changing. And these changes will challenge asset managers, especially as the industry goes through consolidation.