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.
Tag Archives | investing
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.
To avoid retreating from making investment decisions during uncertainty, investors are compelled to rely on ‘rules of thumb’ to guide them in decision-making. Here are many of the more popular commonly-used rules.
Investors do not make rational decisions, and David Laibson’s research suggests changing the environment has proven to be more effective than trying to talk people into changing their behavior.
As heads turn to the hottest tech or niche stock, some companies in traditional business sectors get left behind because they are boring. But overlooked means not overcooked.
Structuring an investment team around geography or sectors leads to manager bias in poor sectors. Better to focus on a few areas of fascination where product and business expertise can develop.
It’s as legitimate an investing technique to short sell an expensive company as it is to buy or go long a cheap company, with the added advantage of less competition on the short side.
ETF users are younger and female, attracted to responsible investing, global equities and fixed income, as the sector continues to evolve rapidly. It will probably exceed $50 billion soon.
There are reassuring trends that more women are becoming confident investors, but they lag men significantly and feel more unprepared for retirement despite living longer.
More investors than ever are expecting fund managers to allow for Environmental, Social and Governance (ESG) issues, but what are the major factors for 2019?
Government bonds do not feature in most retail portfolios, but they carry defensive qualities with income to offset the higher risks in other asset allocations. Are they always worth including?
In some markets, the sheer volume of money flows into both good and bad companies, but when tougher conditions inevitably come, it’s the quality earnings that sustain.
With the Royal Commission Final Report a week away, and a new year stretching ahead of us, it’s time for all market professionals to decide what they stand for, and call out bad behaviour that affects everyone.
As he prepares for retirement, a Chief Investment Strategist from a major global fund manager summarises what he has learned working through five full business cycles. He says it’s time to take risk off the table.
The transfer balance cap has required some large SMSFs to transfer pension money back to accumulation, and the two pools must be treated carefully to maintain the full benefits from superannuation.
Melbourne and Sydney rank well among Asian commercial property markets, with relatively high yields, constrained supply and changing use of industrial property driving demand.