Tag Archives | risk management

Howard Marks

Howard Marks: move forward with caution

Howard Marks is best known in the global investment community for his ‘Oaktree Memos’ to clients which detail investment strategies and economic insights. Here are some extracts from his latest memo, Risk Revisited Again.

two-tiered-hedge

The long and short of hedge funds, Part 2

Part 2 focusses on the criticisms that are often levelled at hedge funds and how to manage these disadvantages to your level of tolerance. The challenge for the hedge fund industry is to deliver more retail-targetted products.

two-tiered-hedge

The long and short of hedge funds, Part 1

Investing in hedge funds is one of the more polarising topics in the investment world, with strongly-held views at each end of the spectrum. Part 1 of this two-part series looks at the advantages of these ‘alternatives’.

Has the FSI missed the elephant in the room?

The FSI makes some important recommendations which would improve the super industry if implemented. However, the trade-off between return and risk is largely left untouched – it’s an important opportunity missed.

Will ETF liquidity be there when I need it?

One benefit of ETFs for investors is their tradability – being able to buy or sell at any time through the ASX just like an ordinary share. But this leads many investors to mistakenly evaluate their liquidity in the same way.

Investing and bike riding share similar cycles

Road cycling has an enthusiastic following among the corporate set, particularly within the investment community. Investing and cycling have much in common, especially after sitting in the saddle for a few days.

Diversification lessons from the GFC

While diversification makes sense in theory, how did it hold up during the global financial crisis? Follow the crisis through the lens of correlations and diversification.

Diversification: past, present and future

Follow diversification’s past, present and future in this three-part series. Part one takes us from Shakespeare’s Merchant of Venice to the classic strategic asset allocation pie chart used throughout the investing world today.

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