552 results found

The current VUCA environment creates opportunities for investors to increase diversification and income in their diversified portfolios, using carefully selected, higher yielding parts of the credit market.

As the old certainties break down, the response from policy makers has been to stimulate economies. The liquidity provided is particularly evident in longer dated growth assets. In the context of the Australian market, Australian mid caps is the sweet spot.

John Guadagnuolo | 0.25 CE

With an ageing demographic seeking more stable outcomes, many investors have been steadily increasing allocations to infrastructure securities, to capture the attractive relative income and low volatility.

Charles Hamieh | 0.25 CE

The world has checked into Hotel California – interest rates are failing to stimulate demand and monetary policy is less effective. Successful adaptation will require a re-think of traditional strategic asset allocation approaches.

Justin Tyler | 0.25 CE

Low inflationary outcomes and very low interest rates are expected to remain in place for some time. REITs have resisted the attraction of cheap credit and will continue to provide a safe haven.

Stephen Hayes | 0.50 CE

Trade Wars, the US Election, Brexit 3.0, natural disasters and pandemic risks are causing fear and uncertainty in Australian equity investors. The key to capturing opportunities is to focus on what matters to long-term returns.

Patrick Hodgens | 0.25 CE

Practitioners should examine portfolios for slow or no growth equities, priced like bonds, whose attractions may be inundated by a wave of fiscal stimulus.

Julian McCormack | 0.25 CE

Investors are facing a "Code REDD" with reflation, election, duration and disruption all key themes. The reflation theme is favouring a rotation into more cyclical sectors, lower duration assets and lower rating bonds.

Thomas Poullaouec | 0.25 CE

High household debt places Australia in a fragile position for further disinflation, implying that bond yields will remain lower for longer. Investors should look to accumulate bonds and ensure portfolios have an appropriate defensive allocation in anticipation of the next downturn.

Dean Stewart | 0.25 CE

The best response for investors pondering a future that is always VUCA is to ground their decisions in investment basics. In short, look for mispriced quality companies.

Vihari Ross | 0.25 CE

Investors can gain exposure to high quality real estate through global REITs, which offer exposure to sectors experiencing better growth prospects and benefiting from tech disruption.

Marco Colantonio | 0.25 CE

Traditional metrics suggest equities appear overvalued, but other factors argue against this and indicate a sustainable equity advantage.

Mike Faulkner | 0.25 CE

The US-China trade deal was supposed to settle global trade uncertainty in 2020. Nothing could be further from the truth. Diversified supply chains are vital to minimising VUCA risks into the 2020s.

Chris Rogers | 0.25 CE

Many of the discussions at Davos this year revealed that global elites are struggling to respond to important economic and environmental challenges, in a highly volatile, uncertain, complex and ambiguous world.

Dambisa Moyo | 1 comment | 0.25 CE

Financial decisions are among the most important life-shaping decisions we make. Two recent research papers provide further evidence as to how practitioners can help improve clients' financial decisions.

Ron Bird | 1.00 CE

This lecture explores the concept of ethics, contemporary issues in financial services as they relate to ethics, and the relevancy and application of ethics in our everyday lives.

Clare Payne | 1 comment | 2.50 CE

Sharpe proposed that active investing must be a losing pursuit in aggregate. This paper takes a critical look at that proposition, and whether it is worthwhile considering using active fund managers.

Geoff Warren | 1.00 CE

Are markets efficient? Recent research suggests not, finding media impacts information dissemination, and mispricing explains the value premium.

Ron Bird | 1.00 CE

Financial regulators have been reluctant to dish out jail terms. A new research paper finds that prison terms can be a cost-effective governance mechanism. A second paper gauges the impact of self-control on investment behaviour.

Ron Bird | 2 comments | 1.00 CE

In the increasingly intense strategic and economic competition between Washington and Beijing, it's naive to think Australia can just sit on the sidelines.

Expert Panel | 0.75 CE