Archive | Investment strategies

principles

Profit from your principles

Conventional wisdom was that acting in accordance with ethical principles involved a trade-off against portfolio returns. The evidence is that is not the case, and there are easy ways to support your principles.

micro-caps; disconnect; WAAAX

WAAAX and an extraordinary disconnect

Frustratingly for investors in micro-caps, the larger companies which now include the WAAAX market darlings are running quickly ahead of their smaller cousins. It’s a waiting game for the tide to turn.

Fireside chat

A fireside chat with Hamish Douglass

At the 2019 Morningstar Investment Conference, Tim Murphy sat down with Hamish Douglass to discuss how Magellan was transformed from a new business during the GFC to managing $83 billion now.

PX-lap-top-screen-2717014__340

5 flexible features of Managed Accounts

Managed Accounts are not only an investment platform and administration system. They represent a flexible way to offer financial advice, with scale and transparency advantages, but watch the cost.

fund buyers

What are professional fund buyers doing now?

For individual investors interested in putting money where the experts go, professional fund buyers are making modest portfolio adjustments in light of a riskier market, and faith on active management remains strong.

green bonds

Green bonds: greenwash or the real deal?

Green bonds help fund projects focused on issues such as energy efficiency, recycling and waste reduction, but when are they really a ‘greenwash’ to make the company look good?

energy problems

Where Australia is an energy outlier

Australia is an outlier in energy. We are the world’s leading LNG and coal exporter, yet we have high energy costs and we lead the world in CO2 emissions. What does the future bring?

hybrids

Why hybrids win from the election result

The threat of Labor denying franking credit refunds led some investors to sell hybrids, widening their margins, which created investment opportunities for those willing to look past the immediate announcement.

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