by Dan Miles | Sep 26, 2019 | Portfolio Insights
In this article Dan Miles discusses the issue with Lifecycle funds and their automatic de-risking of a portfolio as retirement age approaches. Investors require personalisation in their investment strategy to achieve their goals and objectives and a lifecycle fund...
by Dan Miles | Aug 23, 2019 | Portfolio Insights
In this article Dan Miles discusses the illiquidity premium and how investors should be aware of the risks of holding significant levels of illiquid assets (as some of the major superannuation funds do). This risk is often miscalculated by the market and investors...
by Dan Miles | Aug 1, 2019 | Portfolio Insights
In this article Dan Miles discusses the faltering Australian economy and what this really means for investment markets. The strength of the economy is not the same as the performance of investment markets and while intuition suggests companies should perform better in...
by Dan Miles | Apr 16, 2019 | Portfolio Insights
In this article written back in June 2017 Dan Miles discusses why it is time to include risk measures alongside super investment returns. The message of this article is still just as relevant today, many super funds are taking excessive amounts of risk in order to be...
by Dan Miles | Mar 19, 2019 | Portfolio Insights
In this article Dan discusses the often large discrepancies between time weighted returns and money weighted returns and how this can lead to misleading reported performance results for investors. Money in your account is what really matters to investors and therefore...
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