NEWS AND INSIGHTS
June 21 Quarterly Outlook – Client version
Dan Miles discuss Innova’s asset allocation positioning and his market outlook for the June Quarter. This is the summarised client friendly version of our previously released June outlook.
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Portfolio Insights May 2021 – Valuation matters
In this article Dan Miles discusses why share price is important if you care about the ultimate return you receive.
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June 21 Quarterly Outlook
Dan Miles discuss Innova’s asset allocation positioning and his market outlook for the June Quarter.
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Portfolio Insights April 2021 – Trends to watch in 2021
In this article Dan Miles discusses the three major investment themes to watch in 2021
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Portfolio Insights March 2021 – Five ways young people can learn to invest
In this article Dan Miles discusses five areas that can help young people (who may be new to investing) navigate their investment journey.
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Portfolio Insights February 2021 – Superfund switching during COVID crisis
In this article Dan Miles discusses investor behaviour during the COVID crisis and and the number of superfund investors who chose to switch to cash or a lower risk investment during the March sell off of last year.
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March 21 Quarterly Outlook
Dan Miles discuss Innova’s asset allocation positioning and their market outlook for the March Quarter.
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Portfolio Insights January 2021 – SAA
In this article Dan Miles discusses why yesterday’s strategic asset allocation won’t deliver tomorrow.
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Portfolio Insights December 2020 – Cognitive decline
In this article Dan Miles discusses why cognitive decline isn’t an inevitable part of ageing.
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Portfolio Insights November 2020 – Conservative investors face low interest rate void
In this article Dan Miles discusses the conundrum facing conservative investors, with interest rates near zero and valuations stretched in riskier assets, they have very few decent investment options left.
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