539 results found

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 | 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

Hindsight has taught us the importance of active core bond funds as an insurance policy and now is the time to consider expanding your investable universe as the secular need for income intensifies.

Rob Mead | 0.50 CE

The rise of intangible assets has created a new level of economic potential for successful businesses. For both growth and value investors, the nature of fundamental analysis must evolve to match an intangible world.

James Kim | 0.50 CE

A broader approach to retirement income, looking beyond yield and incorporating expected return and risk, means some income-generating assets should be excluded from retirement portfolios.

Michael Martel | 0.50 CE

Since the GFC, we have seen a re-emergence of the low growth world which persisted before the 1950s. Investment returns in the 2020s and beyond will be concentrated in a few winners with real earnings growth.

Mark Arnold | 0.25 CE

Infrastructure's ability to provide consistent returns through market cycles, generate attractive long-term revenue streams, and provide diversification makes it a must-have inclusion in portfolios in the 2020s.

John Julian | 0.50 CE

One of the best performing equity sub-asset classes over 20 years is seemingly being ignored. Investors should seriously consider an allocation to Global SMID equities in their portfolios.

Ned Bell | 0.25 CE

Alpha still matters and an active approach can enhance portfolio returns, creating extra saving to be spent in retirement.

Thomas Poullaouec | 0.50 CE

Many investors are reconsidering a strong traditional overweight exposure to Australian equities. But structural forces driving domestic growth continue to support an overweight allocation to Australian equities into the 2020s.

Tim Carleton | 0.25 CE

We can never know for certain how the macro backdrop will change or which investment style will dominate. But focusing on uncovering fundamental earnings leadership tunes out market noise, and enhances returns.

Jonas Palmqvist | 0.25 CE

The conversation with retirees needs to move away from projections based on averages and volatility risk measures, towards a probability-based assessment of running out of money.

Jacqui Lennon | 0.50 CE

In times of lower growth and falling interest rates, volatility strategies can be used to produce a steady stream of income to complement other sources of returns.

Nick Seeto | 0.50 CE

Value investing experienced one of its worst underperformances in the decade since the GFC. As we enter the 2020s, valuations heavily favour value stocks and the data shows that value has a greater than 85% chance of outperforming growth from here.

Charles Dalziell | 0.50 CE

This hypothetical Investment Committee considers three relevant, forward-looking economic and market scenarios which have a reasonable probability of occurring during the next two to three years.

Expert Panel | 1.00 CE

To achieve a satisfactory return from equities, you must identify high quality forecastable businesses, apply a strict valuation discipline and have the conviction to be different from the herd.

Warryn Robertson | 0.25 CE