by Dan Miles | Mar 22, 2022 | Uncategorized
We recently partnered with XY Adviser to deliver a five part educational podcast about behavioural investing featuring Dan Miles, Patricia Garcia, Dr Katherine Hunt and David Bell. Episode one explores the different behavioural biases in investment decision making,...
by Dan Miles | Mar 22, 2022 | Portfolio Insights
In this article Dan Miles discusses the nuances of managing risk in a rising rate environment and whether bonds can still play a protective role in portfolios. Innova believe there is still a place for bond exposure in a diversified portfolio, but it is clear that...
by Dan Miles | Mar 1, 2022 | Uncategorized
In this article Dan Miles discusses how market downturns have real repercussions on a portfolio’s returns, with investors paying a price they often aren’t even aware of. This is why managing volatility is so important particularly for retirees who are more...
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