Tag Archives | market volatility

protect investments

4 lessons from Marks on protecting capital

Company valuations will react differently to market conditions, and a stock priced for rapid growth in earnings may be most vulnerable during a market shock or downturn. Lessons are drawn from Howard Marks.

uncertain markets; populism

How populism heightens portfolio risk

The worldwide trend to populism loosens fiscal restraint, leading to asset price inflation and forcing investors to focus on a range of low probability but potentially material risks.

volatile markets

How to stay focussed in volatile markets

Many investors react poorly to market falls, although they should be accepted as frequent and part of investing. It’s best to know how you respond to your behavioural biases, and prepare for them in advance.

share investors

Share investors should protect the downside

Glenn Rushton is the trainer of Australia’s newest world champion, boxer Jeff Horn. He’s also a fund manager and he warns retirees not to forget the lessons of the GFC where even diversified holdings of blue chips suffered.

markets

Taking the good times with The Bard

In times of financial turmoil, returning to the classics can remind investors to take a long-term perspective and seek opportunities to focus on their financial goals.

The opportunity cost of low fee structures

Beware the investor who knows the price of everything but the value of nothing. While fees are important, fund managers should ultimately be evaluated based on their ability to add value to a portfolio.

Reflections on markets in October 2014

October 2014 could be filed away as another month of reasonably normal returns. However if you lived through it day-to-day, there were lots of events and volatility, including somewhat of a ‘mini-panic’.

The case for equities in retirement

As more people live longer in retirement, income from super and other assets needs to stretch further to ensure a comfortable lifestyle. History makes a strong case for some allocation to equities despite the volatility.

Why we can’t resist tactical asset allocation

A combination of confidence in one’s own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?

Respect for markets and judging HFT

A report card from AQR’s tenth anniversary seminar in Sydney covering two of the presentations. One on market respect and strategy, the other in defence of High Frequency Trading and the role it plays.

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