A US study has found that almost two thirds of young men who trade daily describe themselves as failures, a rate nearly identical to that of daily gamblers.
Fixed income is often described as the defensive part of an investment portfolio. For many investors, it is expected to provide regular income, reduce reliance on share market returns and help smooth the overall investment journey. That description is broadly right. But it can also create an unrealistic expectation that fixed income investing is simple, safe and always stable.
Fixed income is often described as the defensive part of an investment portfolio. For many investors, it is expected to provide regular income, reduce reliance on share market returns and help smooth the overall investment journey. That description is broadly right. But it can also create an unrealistic expectation that fixed income investing is simple, safe and always stable.
Have you ever thought you were aware of all the potential market-moving macro developments, only to be surprised by a left-field occurrence which you didn’t realise was a game-changer for the global and Australian markets?
What a year 2024 is turning into for global investment markets. Long term trends and playbooks are being turned on their heads on a weekly basis. It’s emerging as a year when it pays to have a long term investment plan to follow while the noise gets louder and adds to the market’s confusion. It’s also a year in which it’s important to understand why global markets are surprising so many investors to ensure you remain unsurprised by what’s happening, and thus comfortable sticking with your plan.
Financial markets thrive on long term correlations holding for the simple reason it provides high-probability context for investors to make investment decisions. So when a long term correlation breaks down that most investors thought made financial and intuitive sense, it’s generally worth delving deeper.
Multi-asset funds fell out of favour during the prolonged low-interest-rate environment following the 2008 global financial crisis. However, the landscape shifted post-COVID with heightened economic worries prompting a resurgence in multi-asset strategies.
Sustainable investment strategies such as ESG and impact investing have been through a challenging couple of years with recent performance headwinds translating into a slowdown in funds under management growth momentum.
It’s a well-known fact in investment circles that the pain of a losing money greatly exceeds the positive feelings associated with investment success. The cognitive bias that explains this is called loss aversion.
Until recently, investing in ETFs typically meant opting for a passive, index-based approach, foregoing the benefits of active management. However, 2023 saw a marked acceleration in active ETF uptake across the globe.
If you’ve notice the growing popularity of managed funds of late, you aren’t alone. After a challenging couple of years, Australia’s managed fund sector resumed growing its funds under management around eighteen months ago. The recent rally in global equity markets is clearly a key driver.
Corporate bonds are once again popular with Australian and global investors alike. With markets expecting the RBA and the Fed to start cutting rates in the coming months, investors have been increasing their corporate bond exposure to lock in the highest yields available in recent years. We investigate whether or not this is a wise strategy below.
A year later, following their significant surge, the Magnificent 7 stocks seem to be running out of steam. Recent earnings indicate a divergence in performance within the group. The 'Magnificent 4' are becoming the new leaders with Nvidia leading the pack...
Welcome to the match of the year … it’s growth versus value stocks. The audience are on the edge of their seats.
Both value and growth supporters are passionate about their players, and both believe they are on the winning side. To the match … the two teams will be tested against one another on four key factors for a steer as to which style is best positioned to outperform over the remaining three quarters of 2024.