Archive | Investment Strategies

active management fees

You get what you don’t pay for

While there is a role for both active and passive investments in portfolios, the impact of relatively small reductions in management fees can compound to large amounts over a lifetime of saving.

grey swans

10 grey swans to watch out for

‘Grey swans’ are surprises that are improbable but more likely to occur than ‘black swans’, and investors should consider the possible impact on their portfolios. Some of these swans will paddle by this year.

ETF industry

Australian ETF industry comes of age

In the sixth annual review of the ETF industry, there is an extraordinary reduction in the average age when investors first use ETFs. It’s a sign of the sustainability of rapid growth.

dividend sustainability

Why LICs differ in dividend sustainability

With the majority of Listed Investment Companies reporting lower earnings in the six months to 31 Dec 2016, it’s the LICs with adequate profit reserves that can offer dividend sustainability for investors.

equity market

What should you do next?

Sticking to a value-driven investment strategy is difficult in a market fuelled by hope and buoyant expectations. At what point should investors forego the equity market rally to prepare for a possible correction?

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