NEWS AND INSIGHTS

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by Dan Miles | September 26, 2019 | Portfolio Insights

Portfolio Insights September 2019 – Lifecycle super funds

In this article Dan Miles discusses the issue with Lifecycle funds and their automatic de-risking of a portfolio as retirement age approaches.

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by Dan Miles | August 23, 2019 | Portfolio Insights

Portfolio Insights August 2019 – Weighing the price of the illiquidity premium

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).

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by Dan Miles | August 1, 2019 | Portfolio Insights

Portfolio Insights July 2019 – Economies and markets aren’t as closely linked as we often think

In this article Dan Miles discusses the faltering Australian economy and what this really means for investment markets.

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by Dan and Dinyar | July 25, 2019 | Quarterly Outlook

September 19 Quarterly Outlook

Dan Miles, Dinyar Irani & Shane Wang discuss Innova’s asset allocation positioning and their market outlook for the September Quarter.

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by Sophie Temperton | June 13, 2019 | Portfolio Insights

Portfolio Insights June 2019 – Has the royal commission made the quality of advice worse?

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.

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by Sophie Temperton | May 21, 2019 | Portfolio Insights

Portfolio Insights May 2019 – The misunderstood role of risk tolerance

In this article Sophie Temperton discusses the misunderstood role of risk tolerance in this industry.

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by Dinyar Irani | April 30, 2019 | Quarterly Outlook

June 19 Quarterly Outlook

Dinyar Irani & Shane Wang discuss Innova’s asset allocation positioning and their market outlook for the June Quarter.

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by Dan Miles | April 16, 2019 | Portfolio Insights

Portfolio Insights June 2017 – It’s time to include risk measures alongside super investment returns

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 amongst the strongest performing funds however it is investors who will ultimately pay the price when the next market downturn strikes.

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by Sophie Temperton | April 16, 2019 | Portfolio Insights

Portfolio Insights April 2019 – Why nothing has changed since the global financial crisis

In this article Sophie Temperton discusses why nothing has really changed in the financial services industry post the global financial crisis. People are still continuing to invest in the highest performing funds whilst largely ignoring risk and the industry as a whole still does a poor job of including risk measures alongside returns.

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by Dan Miles | March 19, 2019 | Portfolio Insights

Portfolio Insights March 2019 – Money Weighted Returns

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.

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