2019/2020 Australian Equity Review
A year that most Active equity strategies want to forget If you thought 2018 was a bad year for active [...]
20
12, 2019
29
11, 2019
An inverted yield curve, with a twist?
Further to our recent post, titled: Yield Curve Inversion: Time for Prudence, the chart below looks at the US cash [...]
12
11, 2019
ACTIVE, PASSIVE or FACTOR INVESTING ?
Active, passive and factor investing each have important portfolio construction roles to play. Passive and factor-based investing enable the systematic [...]
4
11, 2019
YIELD CURVE INVERSION: TIME FOR PRUDENCE ?
The yield curve is said to be negative or inverted when long term bond yields (generally 10 Year bonds) are [...]
21
08, 2019
Investment Commentary – Baby Boomers’ Biggest Risk
While our Risk Management process aims to keep up with markets when conditions are stable, it also incorporates downside risk [...]
18
02, 2019
Royal Commission (RC) – Thoughts from DFS
DFS operates as an inter-generational service firm that sustains itself through trust. Indeed, our long-term relationships rely on trust, which [...]
18
02, 2019
Active v Passive Investing.Who’s winning the battle?
There is growing debate around whether investors should have their portfolios managed through passive funds and whether active funds are [...]