by Dan Miles | Nov 15, 2019 | Portfolio Insights
In this article Dan Miles discusses the latest headlines about low inflation being here for the long term and why this opinion is far too simplistic. Dan argues that inflation can come back with a vengeance and when it does, it hurts. Click Here to...
by Sophie Temperton | Oct 22, 2019 | Portfolio Insights
In this article Sophie Temperton discusses the rise (and fall) of automated advice within the financial services industry and the crucial role it will likely play within advice businesses post the Royal Commission. Automated advice technology has been relatively...
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 Sophie Temperton | Jun 13, 2019 | Portfolio Insights
In this article Sophie Temperton discusses some of the unintended consequences of the royal commission that may have inadvertently created a worse outcome for clients. These include conservative recommendations by lawyers that ignore what is actually best for the end...
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