In his book The Little Book of Common Sense Investing, Vanguard founder Jack Bogle included a very apt quote from Warren Buffet on the matter of market timing. And that is, “for investors as a whole, returns decrease as motion increases”. In recent times, this seems to be more pertinent than ever. ASIC last week published...Read More

Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like this: Invest in long-term growth assets, like equitiesAvoid currency risk and favour domestic asset allocationChoose a low-cost index fundDon’t look at the returns on a...Read More

Since the news of the coronavirus broke, the human impact globally has been significant and continues to rise. The outbreak and the potential threat of a pandemic has understandably generated strong responses in financial markets as new information is priced into risk assessments., as investors continue to evaluate the uncertain outlook and increasing impacts of...Read More

Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called ‘inversion’ of the US yield curve, have heightened apprehension of a US-led recession. This is highlighted by the recent increase in negative-yielding bonds. The amount of global bonds with a negative...Read More

Infrastructure as an asset class is increasingly on the radar of investors and their advisers.  We remain optimistic about the prospects for the global listed infrastructure asset class in 2019, and beyond, due to a number of factors. Two distinct asset subsets within the infrastructure asset class With active management, an infrastructure portfolio can be...Read More