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Portfolio Insights March 2022 – Protecting portfolios in a rising rate environment

Portfolio Insights March 2022 – Protecting portfolios in a rising rate environment

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...
Portfolio Insights December 2021 – Three major risks for 2022

Portfolio Insights December 2021 – Three major risks for 2022

by Dan Miles | Dec 7, 2021 | Portfolio Insights

In this article Dan Miles discusses three key areas of risk worth considering as we head into 2022. 1) Inflation risk, the weight of evidence is leaning toward inflation being more permanent rather than transitory in nature. 2) Expect more bond and equity market...
Portfolio Insights November 2021 – embrace ESG but acknowledge the challenges

Portfolio Insights November 2021 – embrace ESG but acknowledge the challenges

by Dan Miles | Nov 30, 2021 | Portfolio Insights

In this article Dan Miles discusses the challenges and nuances involved in incorporating environmental, social and governance (ESG) factors into your investment strategy. Innova incorporates ESG factors into our core portfolio offerings if we believe they will lead to...
Portfolio Insights October 2021 – investment returns are not everything

Portfolio Insights October 2021 – investment returns are not everything

by Sophie Temperton | Oct 19, 2021 | Portfolio Insights

In this article Sophie Temperton discusses the large impact that managing your spending can have on your retirement outcomes. It is important to understand how spending changes in retirement, so that retirees do not need to take excessive levels of risk to achieve...
Portfolio Insights September 2021 – Why predictions are dangerous

Portfolio Insights September 2021 – Why predictions are dangerous

by Dan Miles | Sep 14, 2021 | Portfolio Insights

In this article Dan Miles discusses why predictions remain as unreliable as ever, particularly when it comes to complex systems. Looking back at the predictions made prior to the COVID-19 pandemic show how much uncertainty is often attached to short term forecasts....
Portfolio Insights August 2021 – Mean Reversion

Portfolio Insights August 2021 – Mean Reversion

by Dan Miles | Aug 24, 2021 | Portfolio Insights

In this article Dan Miles discusses the concept of mean reversion and the impact this has on economies and markets. Mean reversion is a pervasive force in the world, any time luck is involved in the outcome. At Innova, we accept mean reversion and incorporate this...
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