A well-constructed portfolio of income generating investments is one of the most reliable ways of becoming financially independent. The fastest way to do this is by saving as much as possible. But, investing in the right types of assets is also necessary. Income producing investments must produce safe and reliable…Read More
Asset Management
There are plenty of approaches to investing in the stock market. Some strategies may appeal to you more than others, and each has its own strengths and weaknesses. Concentrating on one or two strategies will allow you to develop the skill and experience to maximise returns. In this post we…Read More
Growth investing and value investing are the two very different, yet common approaches to investing. The emergence of new disruptive companies in the last two decades has proved the importance of having exposure to growth stocks. Meanwhile, the stock market crashes of 2000 and 2008 proved that value stocks can…Read More
As of 2019, assets managed in passive investing products have reached the same level as those managed in actively managed funds in the US. Around the world, a similar pattern is playing out as investors look to low cost investing products. In this article, we look at some of the…Read More
As we mentioned in the post on portfolio risk, any investment portfolio is vulnerable to a range of different risks. No one knows for sure if, or when, there may be a market crash coming, but we can reduce risk with portfolio hedging and diversification. Whether you are picking individual…Read More
Before passive and quantitative investing gained prominence, stock picking was the holy grail of fund management. The reality however was that actively managed funds seldom beat the index. However, for several reasons, individual investors may still want to consider a stock picking strategy alongside other investment products in their portfolio….Read More
Investors all face a trade-off between risk and return. Investors are rewarded with returns for taking on risk – but that risk must be managed. For any portfolio, the appropriate level of risk must first be determined. And then the portfolio risk needs to be calculated to make sure it…Read More
ESG investing is one of several trends that have gathered momentum in the investing world over the past two decades. Various events and movements have resulted in people becoming more conscious of their impact on the world around them. One of the results of changing values has been the emergence…Read More
Factor investing is a rapidly growing approach to evidence based and quantitative investing. It is now estimated that over $1.9 trillion in assets are managed globally using factor-based strategies. Investment strategies based on factors that have historically led to outperformance are ideally suited to products like exchange traded funds, as…Read More
Short selling is often portrayed as somewhat mysterious and even as controversial. Actually, short selling is an important tool for traders and investors alike. Short selling stocks allows traders to profit from falling prices and hedge the market risk of a portfolio. Even long term, long only investors should understand…Read More