Investing Education
-
How to minimise risk during recessions and economic crises
Roger Montgomery
June 30, 2020
What’s the best way to minimise risk when investing during a recession or economic crisis? Research by NYU’s Stern School of Business shows that one method could be to allocate funds according to where the company sits in its business lifecycle – which is the approach taken by the Montgomery Small Companies Fund. continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
-
Is the LIC market dead?
Dean Curnow
June 26, 2020
Listed Investment Companies (LICs) have arguably been the poster child of the Exchanged Traded Product (ETP) movement. As at the end of May, LICs accounted for AUD $45 billion by market capitalisation on the ASX, with 108 offerings across a range of asset classes though mostly concentrated amongst Australian and international shares as captured by Morningstar. continue…
by Dean Curnow Posted in Investing Education.
- 4 Comments
- save this article
- POSTED IN Investing Education
-
Does debt no longer matter?
Joseph Kim
June 2, 2020
As countries look to re-open their economies, the narrative from financial media circles has been one of re-opening and “V-shaped” recoveries to explain the recent rally in equity markets, despite the significant uncertainty that dominates real world events. continue…
by Joseph Kim Posted in Investing Education.
- save this article
- POSTED IN Investing Education
-
Why comparing the ‘balanced’ option in super funds is no easy feat
Dean Curnow
April 24, 2020
What do you see when you check under the hood of a ‘balanced’ portfolio managed by some industry funds? A very long list of assets with varying tail risks. Read on, and you’ll see that comparing balanced, multi-asset portfolio across industry and retails funds is no easy feat. continue…
by Dean Curnow Posted in Investing Education.
- save this article
- POSTED IN Investing Education
-
How value investors could benefit from this market correction
Roger Montgomery
March 12, 2020
It’s been a tough few years for value investors, with value stocks now trading at the largest discount to growth stocks since the 1999 tech bubble. But I think the discount will close as the market correction separates quality businesses from expensive, high beta, high hope stocks. continue…
by Roger Montgomery Posted in Global markets, Investing Education, Market commentary.
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Are you overweight in growth stocks?
Tim Kelley
February 26, 2020
In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth stocks have had a winning streak, is now a good time to consider shifting the balance of your holdings towards companies that can demonstrate the ability to generate profits today. continue…
by Tim Kelley Posted in Investing Education.
- save this article
- POSTED IN Investing Education
-
Value versus growth stocks
Tim Kelley
February 19, 2020
In this week’s video insight Tim takes a closer look at value stocks and growth stocks. On the whole, over long periods of time, it looks as though a value investor has enjoyed a significantly better investment experience than a growth investor. Long-term averages are not the whole story, however. Over short periods of time, value can underperform growth significantly.
by Tim Kelley Posted in Editor's Pick, Investing Education, Video Insights.
-
Are quality businesses set to shine again?
Tim Kelley
February 13, 2020
Some years ago, we put together a notional “High-minus-low quality” portfolio, which holds long positions in ASX-listed companies that we consider to be high-quality, and short positions in companies that we consider to be lower-quality. The absolute return from this portfolio provides an indication of whether the higher quality companies are outperforming the lower-quality companies. continue…
by Tim Kelley Posted in Investing Education.
- save this article
- POSTED IN Investing Education
-
It’s time to focus on quality global businesses
Roger Montgomery
February 4, 2020
Rallying markets have raised the valuations of many businesses, possibly to unsustainable levels. To my mind, it’s made one thing clearer than ever: investors need to bulk up on high quality Australian and global businesses, like CSL, Microsoft and Vivendi. continue…
by Roger Montgomery Posted in Companies, Investing Education, Stocks We Like.
-
What’s behind the weak performance of quantitative investing?
Tim Kelley
February 3, 2020
Equity markets have been very kind to investors in recent years, with stock indices setting new records in Australia and overseas. Notwithstanding some episodes of turbulence along the way, these good results continue a decade-long run of mainly positive returns following the depths of the GFC in early 2009. continue…
by Tim Kelley Posted in Investing Education.
- 4 Comments
- save this article
- POSTED IN Investing Education
