How to succeed at factor based investing
We’ve been hearing a great deal lately about factor-based investing, So, what exactly does it mean?
The Six Steps to Successful Investing
A 6-part series looking at the six key factors that will help you become a better investor and enjoy greater success with less stress, leaving you to focus on more important things in life.
Passive Investing Theory: A four part series
A four-part series on the intellectual foundations of the passive approach to investing. This content was created by our friends at sensibleinvesting.tv
Stock Market History: A crash course for investors
An 8-part series looking at the lessons we can learn from the history of the stock market. This content was created by our friends at sensibleinvesting.tv
Understanding the power of markets
This video will help you understand markets for what they are, a massive information processing machine. We shouldn't try to beat the market or predict its next move.
Prof. Eugene Fama – on modern finance
Prof. Eugene Fama is widely acknowledged as the ‘father of modern finance' and his work has had a remarkable impact on our understanding of how financial markets work.
Managing your investment risk
In this video Professor Michael Drew explains the balancing act between the risk you take and achieving your investment goals.
Investors need to know themselves
The media says successful investing is all about picking the right products. But there is a bigger factor!
Are index funds becoming too popular?
Are we heading for an indexing bubble? And if so should investors should be worried?
The Damning Evidence
A leading authority on mutual fund performance has found only a tiny proportion of actively managed funds succeed in beating their benchmarks over time.
Brexit and Trump | What can you learn?
Two big political events in 2016 shook the world. What can investors learn from these events?
How should investors respond to political uncertainty?
Some great advice for investors in these times of political uncertainty and market volatility.
Which risk factors are most important?
There’s evidence to show that by exposing portfolios to specific risk factors, investors can beat the market over the long term.
No-one can time the market consistently
No one can successfully beat the market with any degree of consistency. This video explores the difficulty of market timing.
Professional advice and planning for retirement
There are times in our lives when professional advice is essential - one of those times is when we come to planning for our retirement.
Why couples need to talk about investing
Many affluent couples share their financial decisions; however do they both decide how their money is invested?
Do actively managed funds beat the market?
This video compares actively managed funds with low cost index funds, with input from Professor Keith Cuthbertson.
Diversification - the only free lunch in investing
Investment Author Lars Kroijer explains the benefits of investment diversification.
Best time to invest (1927-2014)
See how $1 invested in the U.S. Total Stock Market grew over the last nine decades, as well as what was in the headlines in Time Magazine. We thank our friends at Loring Ward for this content.
PERMA formula for retirement happiness
Retirement expert Barry LaValley discusses the PERMA formula for retirement happiness.
Are You at Risk of Running out of Money?
Managing investment risk is important at every stage, but especially so in retirement.
Don’t make investment decisions when stressed
In this video Dr. Ed Roberts discusses the relationship between stress and investing behaviour.
How significant are investment fees and charges?
Investment Author Lars Kroijer explains to viewers the long term effect of investment fees and charges.
Are investors prone to act like gamblers?
Most people would agree that it’s not a good idea to gamble with your life savings – however trading in the stock market can generate similar emotions to those evoked by going to the casino.
Should stock investors move between industries?
We often hear about emerging industries that seem to offer exciting opportunities for investors, but how wise is it to invest heavily in these sorts of areas?
Can we expect lower returns in the future?
Several prominent voices have warned that investors should expect lower returns in the future. If this is true, what can you do about it?
You need an adviser not a salesman
One of the problems with finding a good financial adviser is that many advisers are actually glorified salespeople. It might sound obvious, but that’s not what you need.
Is it luck or skill?
One of the problems with identifying a good fund manager is distinguishing between skill and luck.
The rise of Robo Advice services
On line Robo Advice services offer lots of incentives to users - they are low cost, easy to use and promise user control. However are they sufficient in assessing an investors risk tolerance?
What are ETFs and why are they popular?
Hector McNeil of WisdomTree explains the ins and outs of Exchange Traded Funds.
Bad financial behaviour can be expensive!
Why is it important for investors to have at least a basic grasp of behavioural finance? The answer’s simple. Bad behaviour is extremely expensive.
How can you find the right adviser?
With so many financial advisers to choose from, finding the one who’s right for you is quite a challenge. Here are some tips to help you.
Financial planning is a lifelong process
Financial planning isn't something you can do once in your life and then forget all about it, it’s a lifelong process.
Can you control the way you behave?
Is there anything investors can do to protect themselves from their own emotional biases?
What is SPIVA?
This video explains SPIVA - where does the data used to generate the scorecards come from and what does it tell investors?
Persistent outperformance is rareIf a fund has performed well in the past, is that an indication it will do so in the future?
Don’t be fooled by Style Drift
This video explains the concept of 'style drift' with commentary from Allan Miller of the True and Fair Campaign.
Should investors sit on their hands?
Investors see and hear stories in the media about markets falling or rising sharply, and we’re tempted to act on impulse. But should we...?
How should investors diversify their portfolios?
One of the most important lessons we’ve learned from many years of portfolio construction is that diversifying your investments is a very good idea!
Investment tips from an industry insider
What is the most important piece of advice for ordinary investors? David Pitt-Watson/ London Business School discusses his top tips.
Are collectibles a valuable investment?
Many people enjoy collecting art, wine and other items of value - but does collecting make sense from an investment point of view?
How fund managers time advertising content
Fund Management company’s time their advertising content very carefully. This video explains this phenomenon - commonly referred to as the horizon effect – and what it means for investors.
Are there too many active fund managers?
Investment consultant Charles Ellis discusses the history of fund management and how the role fund of managers has changed over time.
What is Survivorship Bias?
Craig Lazzara from S & P Dowe Jones Indices explains Survivorship Bias and what it means for active fund performance.
Why you need a financial plan
What is a financial plan? And what are the the three main risks of not having one?
Can fund managers pick future winners?
Can fund managers spot talent in each other, and perhaps benefit by copying what talented managers do?
How to respond to crashes and corrections?
Throughout stock market history, there have always been crashes and corrections, and it’s also the time investors tend to make their biggest mistakes.
Availability bias - will it ruin your investments?
There’s a whole range of biases that can cause us to make poor investment decisions. One of the most common is called availability bias.
How to choose a financial adviser?
This video discusses the most important qualities to look for in a financial adviser.
Are new funds best avoided?
When a fund management company launches a new fund, it often does so to a big fanfare. But that doesn’t mean it’s a good idea to invest in them.
What can we learn from long term data?
What can we learn from long-term market data such as the Global Investment Returns Yearbook published by Credit Suisse?
Are investors reluctant to realise their losses?
Studies have repeatedly shown how active investors consistently underperform the market. Costs play a big part, and so does behaviour.
The information contained in these videos is believed to be current at the time of publication. While it is believed to be accurate and reliable, no guarantee is provided. These videos provide general advice only and do not provide specific advice for any person and in its preparation Capital Partners Consulting Pty Ltd has not taken into account the investment objectives, specific needs or financial situation of any particular person. Before making any decision regarding your investment and/or risk insurance strategy you should consult a Capital Partners adviser for advice on your particular situation.