Insights

Here we share timeless papers on investment fundamentals, wealth management expertise, opinions, news, as well as occasions we’re profiled in the media.

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How to Avoid a Permanent Loss of Capital

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]

March 31, 2020

What does Capitulation feel like?

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]

March 31, 2020

The Economic Scale of COVID-19

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]

March 30, 2020
Making rational decisions in irrational times

Should I sell now and buy back in later?

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.

March 16, 2020

Understanding the Coronavirus

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]

February 28, 2020

Let’s talk about market risk

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]

September 18, 2019

Too Scared to Jump In?

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]

August 02, 2019

Why is Market Timing so Difficult?

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]

August 02, 2019
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