We may prefer a fast pay off but a long-term approach to investing will result in a less stressful journey and a more successful outcome.
Archive | Investment Strategies
Clear winner and loser in 2017/2018 survey
Any person responsible for constructing an investment portfolio must make decisions about asset allocation, requiring educated guesses about future returns. Are these results the Wisdom of Crowds?
4 rules Amazon uses to avoid painful decline
Amazon is changing retailing, and Jeff Bezos has driven his company with paranoid customer focus and 4 rules that avoid going into a death spiral. How many big companies are capable of adopting them?
Asset class returns by financial year, but what’s next? Take our quick survey
How was your asset allocation last year? Take a look at every financial year since 1998 and there’s no pattern. Please complete our quick survey on the best and worst for 2017/2018.
4 rules for measuring after-tax investing success
Is the tax payable on your investment earnings eroding returns unnecessarily? Changes to the way fund managers invest so that tax-effects are part of the investment decision can make a meaningful difference.
Ambachtsheer on fostering ‘long-termism’
Given the allure of short-term beauty contest investing, how can we accelerate the shift towards a longer-term, pragmatic and sustainable approach to investing?
10 cognitive biases that can lead to investment mistakes (Part 2)
Knowing about psychological barriers to good investment performance can help to understand and minimise mistakes. Consider how often a cognitive bias has led to a poor investment.
When no decision is the right one for super
Superannuation funds strive for increased engagement from their members, but is there merit in the decision not to choose? Evidence shows default options perform well compared with the ‘choose your own’ path.
Is passive investment outperformance merely cyclical?
Active managers on average struggle to outperform market indexes, but do they provide added protection from losses during down markets? And which index should we focus on?
10 cognitive biases that can lead to investment mistakes (part 1)
Knowing about psychological barriers to good investment performance can help to understand and minimise mistakes. Consider how often a cognitive bias has led to a poor investment.
Bank collapse wakes up hybrids, but is subordinated better?
Investors received a wake-up call to the potential risks of hybrid and subordinated securities following the collapse of Banco Popular Espanol, and the price falls in Australian hybrids shows the market took notice.
3 implications of retail disruption for emerging markets
Most investors think of online disruption in terms of the developed world and Silicon Valley, but there are important implications for listed companies in emerging markets.
Seismic change and investing in barbells
The stock market is increasingly looking like a ‘barbell’ of company returns with a few big winners and lots of losers, especially in retailing where new competition led by Amazon is nothing less than a seismic change.
