Portfolio construction series

The latest strategies and insights to build your investment mix.

Why more Australians should consider high-grade bonds

Australians are chronically underweight relative to high-grade bonds, according to Paul Chin of Jamieson Coote Bonds. Find out how they can help to defend a portfolio in a down market.

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Three key ways investing overseas helps de-risk your portfolio

When it comes to successfully riding out the inevitable ups and downs of financial markets, investing offshore allows you to access a range of new opportunities while spreading your risk.

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Diversifying your portfolio with hybrid investments

Hybrids can be attractive to investors for their franked income, low volatility and diversification benefits. But as an investment containing features of debt and equity it’s important to understand their structure, risks and rewards.

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Bumpy rides vs smooth journeys in long term investment

Russell Investments look at the common behavioural biases that could be negatively impacting your portfolio, and also share insights into what investment strategy is expected to provide a smoother year on year return.

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Why we need to start early to teach children about finances

We all play a role in ensuring the financial well-being of future generations. Here are exercises and tools that can be used at home and in school to ensure kids are financially literate, capable, and prepared for their future.

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How millennials are driving more responsible investment opportunities

Millennials' determination to use their growing financial clout to tackle pressing global problems is creating significant new investing opportunities. Stuart Palmer, Head of Ethics Research at Australian Ethical Investment discusses.

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How infrastructure investments can strengthen your portfolio

For investors building a well-balanced investment portfolio, including infrastructure could play a stabilising role shares Ofer Karliner, portfolio manager with Magellan Asset Management.

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Why ETFs might be a smart investment choice

Learn about the features and benefits of Exchange Traded Funds, trading tips and how to choose ETFs that are right for your investment portfolio from Damon Gosen of VanEck.

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Unlocking Smart-Beta ETFs for your portfolio

Smart Beta investment strategies aim to capture the beta of a market in the smartest possible way. Damon Gosen from VanEck explains what this investment is and its potential benefits for investors.

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Diversification opportunities for 2018

Read why Arnhem Investment Management’s Gino Rossi believes Australian investors looking for genuine offshore diversification in 2018 could do well to focus on specific stocks in sectors such as technology, healthcare and retail.

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Managed accounts are not all the same

Despite their many benefits, not all managed accounts are the same; neither are their underlying technologies. Here we explore their differences and why investors should do their research before taking the leap.

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Finding mispriced investment opportunities

Finding anomalies in the market is an approach some investment managers use to find the investment gems. PM Capital’s Founder and Chief Investment Officer Paul Moore explains how mispriced opportunities are found and what this strategy has ...

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Is outcome based investing good for retirees?

Outcome based investing is one way retirees can structure their portfolios to meet their financial and lifestyle goals. Aberdeen Asset Management Investment Specialist Josh Hall explains what it is, why it challenges conventional ...

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Commercial property stands up to residential

Mark Mazzerella, Real Estate Securities Analyst from APN Property Group, looks at how commercial and residential property differ and why commercial property and Real Estate Investment Trusts (REITs) are being considered by some ...

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What you thought you knew about emerging markets

Emerging markets are prone to myths which are not helpful when making investment decisions. Orbis Investment Advisory Director, Dr Graeme Shaw dispels two key myths and tells you what you should really be focusing on when making ...

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In the world of investing, can you have it all?

The challenge of ensuring investors don’t outlive their retirement income is here. Malcolm Whitten, Portfolio Manager for Nikko Asset Management, discusses how Australian Equities can help overcome the longevity issue, delivering ...

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Give growth a chance

Indicators of great growth stocks include a high return on equity and historical sales growth. Tim Samway from Hyperion explores how to identify growth stocks, such as Amazon, using their evaluation method.

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Chase growth not income if you want quality investments

Chasing income is not a winning strategy if you are trying to invest in growing companies, according to Rodger Montgomery.

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Value investing – Do you know the ins and outs?

Many investors may be familiar with value investing, but it does come with pitfalls, just like investing in shares generally. What are they and how can you avoid some of the common mistakes, whether you are in investing in Australian ...

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The top five risks to global investors

Find out the top five challenges investors will be facing in the coming years, from geopolitical events to the transition of Australia's economy.

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The key to low-cost diversification

With approximately 4,400 ETF options now available, they have become a popular way for investors to diversify their portfolio while keeping costs down. Tracey McNaughton from UBS explores ETFs, their fundamental features and advantages.

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Economic Snapshot – US Election

The surprise US election result has generated confusion and volatility in financial markets across the globe. Find out how the election results may impact investors in Australia.

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ETFs: The key to quick and easy asset class exposure

BetaShares director of institutional business and national accounts Vinnie Wadhera examines the different ETF products that can be used to give you quick, easy and cheap access to commodities, industry sectors and currency.

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Using ETFs to meet your investment goals

BetaShares director of institutional business and national accounts Vinnie Wadhera explores the development of strategy-based ETFs, which are designed to meet specific investment objectives and protect against market volatility.

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ETFs and the democratisation of investing

BetaShares director of institutional business and national accounts Vinnie Wadhera explains what exchange-traded funds are, how quickly they've grown, and why they represent the "democratisation" of investing.

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I'm changing jobs - should I change my super too?

Australia's workforce is much more mobile than it used to be. Linking this mobility to our compulsory superannuation system, it becomes possible - even likely - to end up with multiple smaller super fund accounts.

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Top ten estate planning tips

A will is really nothing more than a delivery device. It is there to ensure that the deceased's assets are delivered to desired recipients. A good will cannot replace good financial planning but, good financial planning can be for ...

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The benefits of direct share ownership in overseas markets

The number of people investing in overseas markets is soaring as more investors take advantage of the benefits of owning international stock. Find out what is driving this trend, and why you may want to consider investing ...

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What is Diversification?

In an ever changing world, there are many factors that can move markets very quickly. In this video, we help to understand what diversification actually means from a personal investment perspective and explain how this can help ...

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Redundancy and employment termination payments (ETP)

Being made redundant can be a traumatic event for most people particularly where it is unexpected and unplanned. 

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Diversification in Superannuation

This video examines diversification in Superannuation. We look at what needs to be considered depending on one’s stage of life and appetite for risk.

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Should you tap into the expertise of an investment manager?

Whether you are an experienced investor looking for new investment ideas or completely new to investing, there are many ways in which you can invest your money. The list of choices, strategies and investment vehicles available to ...

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Key considerations when faced with the question of super and divorce

Relationship breakdowns are stressful and emotionally difficult times for those going through them. Under these conditions, it is easy to make poor financial decisions. This simple guide explains some of the key considerations when ...

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Becoming “Spock” to improve investment returns

Chris Inifer, head of retail at contrarian investor Allan Gray, discusses how considering human bias in investments, and thinking more like Star Trek’s cool-headed Mr. Spock, can safeguard you against market downturns.

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