Australian investors tend to be exposed to assets that all respond in a similiar way to the same economic influences. Charlie Lanchester of BlackRock says successful investing relies on diversification, and not falling victim to this often unintended “concentration risk”.
Although managed accounts have been around since the late 1990’s they have only recently been making headline news. A recent Association of Real Return Investment Advisers (ARRIA) roundtable saw a panel of practitioners talk about the challenges of implementing goals-based advice and how managed accounts are assisting in this space. Supporting the ARRIA roundtable panel discussion were a number of the new managed account entrants including Mason Stevens, Managed Accounts and OneVue.
Agri-investing is a long-term commitment but innovative methods to investing in agri-properties would make these opportunities more accessible to more Australians.
A growing demand for Australia’s agri-products means investing in agricultural properties can provide offer investors yield and capital growth in an expanding industry.
A fundamental consideration in portfolio construction is to assess how a portfolio’s constituent assets interact with each other and contribute to the portfolio as a whole. Ideally, the mix of assets will allow the portfolio to weather a variety of market conditions in meeting its investment objectives.
The change of government has been welcomed by many in the business sector, but what does this change mean for the government’s response to the Financial Services Inquiry?
The two final episodes of The Investment Series are focused on Ross Bark, a Gen X investor who is looking for further diversification in his investment portfolio due to his heavy weighting towards property. We now outline for you a brief overview of diversified or alternative investments and how they generally operate within a client’s portfolio.
How hard could it be for an ethical investor to tell the difference between good and bad companies? Simply replying that ‘it’s complicated’ is sure to encourage scepticism. Here, we outline our process for choosing the ethical companies we invest in.
We live in unconventional times. Financial markets are behaving in ways that would have seemed inconceivable to investors whose historical frame of reference was major financial markets in the second half of the twentieth century.
Volatilty is a relatively new asset class, which many investors do not fully understand. In this thought leadership piece, Triple3 Partners Director Simon Ho explains volatility, and how you can expect it to perform in relation to other asset classes.
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