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9 May 2024
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Resilience begins with being aware of where you have come from compared to where you are now and adjusting portfolios accordingly. This means moderating return expectations and eschewing more risk to make up for the reduced market beta.
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating of risk assets. But just because yields are higher, that doesn’t mean risk is lower.
Two words come to mind when describing fixed income markets at present: volatility and uncertainty. The macro factors influencing the current environment include COVID's legacy, war in Ukraine, high inflation, tightening monetary policy and a strong dollar.
With equity valuations at all-time highs, fixed income yields at or near historic lows and volatility top of mind for investors, the emerging market debt (EMD) asset class may warrant a closer look for Australian investors.
The markets are awash in crosscurrents, so it’s critical to focus on what’s material and filter out market noise. When things get complicated, it's helpful to try to simplify them.
Shifts in market structure post-GFC have led to lasting changes in the behavior of credit spreads, with significant implications for active investors.
If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.
There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.
Every year, milions of dollars are spent on legal fees, and thousands of hours are wasted on family disputes - all because of poor estate planning. Here's a guide to a key part of estate planning - making an effective will.
As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
2024 looks set to be another year of reflation and geopolitical uncertainty — with the latter significantly raising the tail risk of a return to problematic inflation. That’s a supportive backdrop for commodities.
It's no secret that Australian commercial property has endured its most challenging period since the GFC. Yet, there are encouraging signs that the worst may be over and industry returns should improve in the medium term.
Allan Gray's Simon Mawhinney thinks two groups with huge influence over our public companies often fall short of helping shareholders. In this interview, Mawhinney also talks boards, takeovers, and active investing.