Reading time: 5 minutes
Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern over a potential breakout in inflation. For those investors concerned about such a risk, this note considers some potential ways they can add an ‘inflation hedge’

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Reading time: 3 minutes
In the realm of investing, a ‘factor’ can be described as any characteristic that helps explain the long-term risk and return performance of an asset.
Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors that have driven asset class returns: macroeconomic factors and style factors.

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Reading time: 3 minutes
Hybrid securities have tended to offer attractive franked income returns for usually only moderate levels of capital volatility. As such, and especially in these times of very low cash and fixed-income returns, they offer a potentially useful additional source of income and diversification in many investor portfolios.

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Reading time: 4 minutes
In the vast universe of investment approaches, perhaps the largest divide is between growth investors and value investors.
Growth investors are willing to pay a premium for earnings, sales or revenue growth, while value investors target companies, sectors or even regions that they believe are being undervalued by the market based on their fundamental value,

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Reading time: 5 minutes
The bull market has continued to edge higher in 2021 with stimulus package discussions continuing in the U.S., global vaccine rollouts – and even Jack Ma making public appearances again! There has been significant outperformance in certain sectors, notably mega-cap Tech, and other sectors such as Energy and Financials,

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Reading time: 7 minutes
Whilst interest rates are at record lows and are likely to remain there for several years based on Reserve Bank governor Phillip Lowe’s commentary¹, should you be taking advantage of the current market environment by investing in property or investing in the sharemarket?

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Reading time: 2 minutes
When I started my investing journey over a decade ago, the first investing book I read was One up on Wall Street, written by one of the world’s most successful investors – Peter Lynch, who ran Fidelity’s Magellan Fund. For those new to investing,

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Reading time: 3 minutes
A well-diversified portfolio can assist with reducing volatility and enhancing performance returns.
And perhaps the easiest way to diversify your portfolio is to invest in what are known as ‘core’ exposures. The concept of core exposures is often used in the financial advice world and refers to the foundations of,

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Reading time: 2 minutes
It pays to be diversified – and 2020 has been no exception. The Australian small cap market offers breadth and opportunity for those investors willing to accept the risk that comes with an investment in a basket of small companies.
How have small caps typically performed following market disruptions?

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Reading time: 4 minutes
There’s nothing wrong with a few retro items when it comes to your wardrobe or house. I mean, is there anything groovier than a body shirt, flared jeans and a well-chosen pair of boots? Come to think of it, is there anything groovier than the word ‘groovy’?

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