by Dan Miles | Nov 14, 2023 | Portfolio Insights
Why robust portfolios deliver better results and keep investors on track. A portfolio built through robust optimisation can deliver one-third higher returns at substantially lower risk than a typical 60:40 growth-defensive portfolio, according to a new Innova...
by Dan Miles | Oct 17, 2023 | Portfolio Insights
Advisers protect their clients from a wide range of market risks: inflation, rising rates, illiquidity, currency, business, legislative change, and even their lifestyles. But the biggest risk clients need protecting from may well be their own behaviour. It can be a...
by Dan Miles | Sep 19, 2023 | Weekly Blog & Press Articles
Markets may be offering a way to have your cake and eat it too, so let’s take a look. We have not shied away from calling the US ‘Magnificent 7’ rally into question (see my Ausbiz interview here, our quarterly video’s here and a fairly recent article here), however we...
by Dan Miles | Aug 22, 2023 | Weekly Blog & Press Articles
Investors are often hounded with phrases related to how a security, or a fund, compares to the market. “High beta” and “low beta” are common, you might also see “upside and downside capture”, and “market neutral” strategies are gaining popularity in the retail advice...
by Dan Miles | Aug 8, 2023 | Weekly Blog & Press Articles
There’s some funny things are going on in equity markets at the moment I posted a LinkedIn article a few weeks ago (access it here) highlighting that Gross Domestic Income in the US has been negative whilst GDP has been positive, even though they are essentially the...
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