Investing concepts

If you're new to investing it can be a little overwhelming. Passive, active, yield, total return - what does it all mean? Find out with this handy infographic.

Like many things in life, ‘defensive’ assets do not always behave as promised. But these are particularly unusual times. Traditional defensive assets provided some protection during the March sell-off, but to a lesser degree than in past crashes. This raises the question as to what constitutes a genuinely defensive asset in the era of coronavirus and beyond.

Reminding ourselves of the fundamentals of portfolio construction can help investors position portfolios appropriately in times of crisis and volatility.

Downside protection tools can assist in mitigating certain portfolio risks. But before even considering the appropriate tool it is important to understand what risk is and how exactly risk mitigation and hedging differ.

With diligent research, thoughtful portfolio construction and a range of robust and diversified monitoring tools, investors can be better prepared for changes in market dynamics and high-impact, tail risk events.

Conditions change throughout an investment cycle, so how and when should investors combine the various shades of active and passive to maximise returns?

Asian equity markets don’t just offer Australian investors growth potential, they also increasingly offer genuine diversity and possible protection from an economic downturn in the developed world.

The mental health, family life and physical health of a large proportion of Australians are being adversely affected by financial issues. In our recent report, ‘The Value of Advice’ we surveyed 2,000 Australians, to take a pulse of Australia’s financial and overall wellbeing and highlight the positive impacts of financial advice beyond potential monetary gains. Read it here.

It’s no secret that many of us worry about money. The full extent of our concerns has now been revealed in new research that shows that almost half of us worry about money at least weekly, with one in four worrying at least daily. So why are we so worried about the folding stuff?

This episode is stacked with surprising statistics, as well as fascinating insights into the 4 types of client personas, the ‘three Cs’ of client values and insights into how you can customise your service offering to suit different types of clients. With such a huge amount of valuable information, you may want to take notes on this episode!

Knowing how you and others react to extreme situations might seem remote from the world of investment, but could have a lot to do with what separates the great investors from the rest of us.

Forming conclusions based on limited data helps us to process things quickly in a complex world however these shortcuts can lead us astray… 

‘Overconfidence’ becomes particularly prevalent in bull markets and periods of sustained stability. So how can investors avoid the pitfalls?