Smart Investor | December 2018

Smart Investor | December 2018

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

The 70-20-10 Rule for Investing

By David Andrew | Accredited Investment Fiduciary

I’ve been thinking a lot lately about what investors should expect from financial markets and how to deal with the inevitable emotions that come from volatility and downturns in markets.

Over the past two months we have seen markets jittery once again, with the S&P/ASX300 retreating by -6.18% … more

Smart Investor | April 2018

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

Entrepreneurs Wanted The problem with the Australian share market: is entrepreneurship dead?

Australian investors concentrating their portfolio just on large Australian shares are missing big opportunities as innovation and true wealth creation around the world leave many Australian companies looking old-fashioned.

Australia’s share market is one of the most concentrated in the world with the top 10 stocks on the ASX representing … more

Smart Investor | February 2018

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

New Market Highs: Is this a good time to invest? 

During 2017 the US stock market was strong, to the point where the S&P 500 index reached a new high, 62 times out of 251 trading days.  This means that 25 per cent of all trading days represented a new market high.  But some investors become quite unsettled on news … more

Smart Investor | October 2017

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

Factor-Based Investing is on the Rise

When we began Asset Class (factor based) investing over ten years ago, we were in the minority of firms to even know about the research supporting evidence-based investing principles1.  What we knew for sure back then was that choosing expensive active fund managers and changing them in and out of portfolios based … more

Smart Investor | August 2017

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

 The Power of Investment Discipline – A Case Study

 With the White House and Pyongyang ratcheting up their war-posturing rhetoric, it is inevitable that at some point, financial markets around the world will respond with a meaningful sell-off.

All experienced investors know that financial markets hate uncertainty, and as the uncertainty heightens, something will give. They also know the exact … more

Smart Investor – July 2017

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

Focus on Sustainable Investing 

Sustainable

On a recent study tour of the US, we met with ABACUS Wealth Partners, whose investment approach is based on sustainable and socially and environmentally responsible principles.

ABACUS is a very successful financial advisory firm based in Santa Monica, California, managing over $2 Billion of client funds, all directed to these socially responsible strategies.

The … more

Avoiding Bad Investment Products

By David Andrew

David Andrew

The message for this blog is simple – Life is too short to invest your hard earned money in awful investment products.

To have a successful financial plan there’s four things  all investors should look at: Purpose, Strategy, Investing and Legacy.  While all four components are important the investment piece underpins the whole plan, and a great plan with terrible investments, sadly won’t deliver.… more

Smart Investor – April 2017

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

Active vs Passive debate continues to rage – what’s next?

 

If our clients are anything to go by, we suspect most investors could not really give a damn about the active v’s passive debate in the investment industry.  But they do care about achieving their goals, and about creating certainty and security.

This is where the active v’s passive more

How do you get from A to B?

Smart Investor – March 2017

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

By Song Goh

Song Goh

What is your primary consideration when shopping for a car?

If I could indulge in my fantasy world where money was no object, I would own my dream car, the Lamborghini Huracan LP610-4 Coupe that starts in excess of $400,000 for the base model. From the options menu, I’d pick the Nero … more

Smart Investor – October 2016

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

When cheap isn’t bad

I remember as a kid in the 1970’s, Japanese cars being referred to as “Jap. c**p”.  As it turned out the Japanese have had the last laugh on this one, but it’s a generally accepted truth that you get what you pay for. Except that is, in the funds management industry.

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