The yield curve is said to be negative or inverted when long term bond yields (generally 10 Year bonds) are [...]
Not All Balanced Super Funds Are Equal Balanced Industry Super Funds have generally outperformed retail benchmarks by assuming more risk. [...]
Separating Planning and Portfolio Advice DFS Portfolio Solutions Principal, Stephen Romic, addresses the future of Financial Advice, which is based [...]
The US equity market (S&P500) experienced a drawdown of 10% since 26 January 2018 and is now experiencing higher [...]
The way we think about risk is closely aligned to the way clients think about risk. Our objective is [...]
Portfolios face an environment of lower returns and higher volatility. Portfolios need to be resilient!
The Credit and Commodity super cycles have rewarded Australian investors with abnormal returns over the last 15 years. In [...]
The popularity of Dynamic Asset Allocation continues to grow under expectations that they will generate better portfolio outcomes for [...]
Whereas most off-the-shelf model portfolios attempt to avoid shocks by guessing what lies ahead, DFS Portfolio Solutions rebalances between [...]
S&P/ASX300 returns -0.7% over 12 months and 2.5%p.a. over 2 years to September 2015 compared to DFS Alternatives Model return of 7.1% and 5.9%p.a.
The objective of the DFS Alternatives Model is to generate positive (absolute) returns through exposure to liquid alternative investment [...]
Yields on diversified portfolios compress to ~3.5%p.a. before adviser, platform and fund manager fees
With the cash rate now at an all-time low (1.5% pa), the prospect of anaemic global economic growth, and [...]
Only a relatively small number of investors and advisers are experiencing the wide benefits of managed accounts but too [...]
DFS Portfolio Solutions (DFSPS) takes a risk based approach to asset allocation, as we believe it produces better portfolio [...]