For investors, the real danger of crises such as this one is the possibility of suffering a permanent loss of capital. For the most part, this eventuality typically stems from one of four (mostly avoidable) strategies. Let’s have a look at each of these in turn: Exposed or Leveraged Stocks: [Read More]
Here we share timeless papers on investment fundamentals, wealth management expertise, opinions, news, as well as occasions we’re profiled in the media.
The one thing we know with certainty with bear markets is that they will eventually end. The problem of course is working out when. In market speak, “capitulation” is the point where everybody has had enough, when investors can take no more pain, the bears have sold everything they had [Read More]
Coronavirus is affecting the global economy to a greater degree than any previous event. Global supply chains are so interwoven that the initial disruption in China triggered a meaningful slowdown in World trade and economic activity. Since then, the virus has spread to all the major economies of the World and [Read More]
Share markets are breaking records daily right now. With all the uncertainty, and extreme volatility, many investors are asking themselves if they should sell their shares now, with a view to buying them back later when there are signs that things are returning to normal. In this edition of Insight, we provide investors with a framework through which to answer this question.
In this edition of Insights we look at what’s really behind the volatility and give investors a sense of how their diversified portfolios have been travelling through this roller coaster period.
As most readers will know, Coronavirus (now known as COVID-19) started in the Wuhan province in China. Prima facie, you could be forgiven for believing that the virus isn’t remarkable. Most people who get the virus only suffer relatively mild “cold and flu like” symptoms and then they get better. [Read More]
Mark Minchin was recently asked to join an expert panel to talk about managing risk at the LiveX (Australian livestock exporters) conference in Townsville. Risk Tolerance Behavioural Finance Sustainability
Whilst investors are right to consider global events and their implications, there is much more to the picture that should be considered if we are to be truly objective about managing risk. Whilst investing has risks, not investing also has risks. However as human beings we have been programmed to [Read More]
With the Australian share market near record highs, some people may feel reluctant to invest and prefer instead to wait until the outlook feels more certain. However the difficulty with this strategy is that there is generally an opportunity cost of not being invested, and no one has come up [Read More]
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges. Buyers and sellers in markets are generally motivated to trade by some sort news or analysis – be it economic data, stock research, or their own hunch or preference. In [Read More]
In The Media
ABC Regional Radio March 02, 2020
ABC Regional Radio February 04, 2020
Australian Financial Review January 29, 2020 Finance Roundup – “Nervous rallies and pullbacks versus corrections”
ABC Regional Radio December 11, 2019
ABC Regional Radio October 15, 2019
ABC Regional Radio September 26, 2019
Australian Financial Review August 13, 2019 Retirees will scream blue murder in a crash
Australian Financial Review July 25, 2019 When SMSFs should think about industry funds
The Australian Financial Review July 16, 2019 Hasten slowly on tax restructuring
ABC Regional Radio April 23, 2019