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...
by Sophie Temperton | May 21, 2019 | Portfolio Insights
In this article Sophie Temperton discusses the misunderstood role of risk tolerance in this industry. Risk tolerance questionnaires often ignore behavioral biases that investors often display, such as the tendency to feel losses much more acutely than gains. This...
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...
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