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Why Beta’s better than cash in the current marketplace

Across investment markets investors have always sought to diversify investments; to truly make that happen it’s thought investors should have what are known as ‘‘non-correlated’’ assets. The theory is that noncorrelated assets will move in the opposite direction to the rest of your portfolio when things get tough. When market returns are negative, managers of non-correlated [...]

By | May 16th, 2017|Categories: News|Comments Off on Why Beta’s better than cash in the current marketplace

Australian Financial Review – Smart Investor DFSPS Portfolio

Most off the shelf models portfolios attempt to avoid shocks by guessing what lies ahead, but a portfolio designed to rebalance between growth and defensive assets are markets risk levels bounce up and down sounds like a reasonable alternative. Read the full PDF article here: Australian Financial Review - Smart Investor DFSPS Portfolio

By | March 28th, 2017|Categories: News|Comments Off on Australian Financial Review – Smart Investor DFSPS Portfolio

The time for greater portfolio resilience

The Credit and Commodity super cycles have rewarded Australian investors with abnormal returns over the last 15 years. In hindsight, there was little need to diversify your portfolio over this time. However, the case for robust risk management is now a reality. Yields on defensive assets are at historically low levels and return expectations on Growth [...]

By | December 31st, 2015|Categories: News|Comments Off on The time for greater portfolio resilience