NEWS AND INSIGHTS
Portfolio Insights October 2019 – Automated Advice
In this article Sophie Temperton discusses the rise (and fall) of automated advice within the financial services industry
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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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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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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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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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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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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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Dinyar Irani & Shane Wang discuss Innova’s asset allocation positioning and their market outlook for the June Quarter.
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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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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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