Investing Education
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Taking stock of risk
Scott Phillips
February 7, 2018
When markets take a tumble like we have seen across the equity world over the last few days, it’s usually the time investors reassess their view on risk! Booms, busts, stress and joy are driven by emotions and hence many investors have outsourced all or part of their investments to advisers or fund managers who are very risk aware and hopefully have risk at the forefront of their minds. continue…
by Scott Phillips Posted in Insightful Insights, Investing Education.
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WHAT DRIVES INVESTMENT PERFORMANCE?
Tim Kelley
February 2, 2018
We recently undertook an analysis to try to better understand the structure and behaviour of the equity market, with a view to identifying cause and effect relationships that drive investment performance. While the work is ongoing, some interesting early findings are emerging.
continue…by Tim Kelley Posted in Investing Education.
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Passive funds will feel the most pain when markets turn down
Roger Montgomery
December 21, 2017
When markets are rising – as they are right now – it can make sense to passively invest in index funds. But when a downturn inevitably comes, passive funds will be hit the hardest. We’re not the only commentator ringing the alarm bell. Warnings against passive strategies have been mounting throughout the year.
continue…by Roger Montgomery Posted in Investing Education.
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A distribution of valuations
Lisa Fedorenko
December 14, 2017
Having finished an advanced mathematics degree, one question my peers often ask me is how does maths fit into investing? Today I wanted to focus on one of the ways maths can help shape investing decisions – in particular: probability distributions. continue…
by Lisa Fedorenko Posted in Investing Education.
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Value investing in the age of machine learning
Tim Kelley
November 14, 2017
The advent of machine-driven investing means that computers can quickly pounce on stocks that the market seems to have mispriced. This development has raised the bar for value investors seeking to outperform the market. But it’s not the beginning of the end for human stock-pickers.
continue…by Tim Kelley Posted in Investing Education.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Active versus passive when prices are extremely stretched
Roger Montgomery
November 3, 2017
There’s a pithy marketing one-liner that has almost single-handedly produced a multi-billion dollar index-fund and ETF industry. It goes something like this; ‘Most active fund managers underperform the index.’ continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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When it comes to investing, is it better to think fast, or slow?
Lisa Fedorenko
November 1, 2017
What type of investor are you? When you make investment decisions, do you rely more on ‘gut feeling’, or analysis? It’s an important distinction. Because understanding the way you make decisions – fast or slow – can help you make better ones. continue…
by Lisa Fedorenko Posted in Investing Education.
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Where are Aussie SMSFs investing?
Scott Phillips
October 24, 2017
If you run your own self-managed super fund (SMSF), have you ever wondered how you stand against other investors in the same boat? Well, a recent report shines a light on where we invest and how much we are putting away. It contains a few surprises. continue…
by Scott Phillips Posted in Investing Education.
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Why it’s time to invest in quality businesses
Tim Kelley
October 19, 2017
For the past 18 months, Australian investors have seen a ‘junk rally’ in which lower quality businesses have outperformed. But our research shows that quality is now better value than it has been for many years. continue…
by Tim Kelley Posted in Investing Education.
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Quality and patience are key
Tim Kelley
October 4, 2017
Humans are hard-wired, it seems, with an affinity for narrative over data. When the equity market falls over the course of a day, for example, we want an explanation for what happened. Something vague and unprovable like “profit taking” will do nicely. This explanation offers no real insight into the market, or what it might do tomorrow, but it accounts for the behaviour in familiar and immediate terms, and any explanation is preferable to a shrug of the shoulders or a dry, statistical account of market variability. Not as honest perhaps, but certainly more comforting. continue…
by Tim Kelley Posted in Investing Education.
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