The debate over the relative merits of fundamental and technical analysis is a contentious one. Investors and traders alike often miss out when they pick one over the other. In fact, both can be combined effectively. In this post we explain the differences and highlight the strengths and weaknesses of…Read More
Asset Management
Any investment portfolio will be subject to a certain amount of volatility over time. A portfolio’s exposure to volatility can and needs to be managed to prevent permanent loss of capital, or temporary impairment. In this article we discuss volatility and risk and how diversification can be used to reduce…Read More
Valuation metrics and models can be invaluable when assessing stocks to invest in. These ratios are by no means failproof, but they can give you an idea of whether a stock is trading at premium or discount to its fair value based on profitability, growth, and its balance sheet. In…Read More
Market timing is one of the more controversial investment topics. On the one hand financial advisors frequently say it’s a bad idea. On the other hand, the financial media and analysts seem to continuously encourage it. In this article, we consider whether investors can in fact time the stock market….Read More
Behavioral finance is an aspect of financial markets worth learning about. Most investors assume they are making rational decisions when they are not. A wide range of biases can affect your decision making – without you being aware of it. Understanding the financial psychology that drives asset prices can also…Read More
The world of personal finance is full of axioms and pearls of wisdom. Some have some value, some have limited value, and others are entirely incorrect. Investing myths and various “rules of thumb” can be – at best – limiting beliefs for investors. They can also lead to underperformance and…Read More
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
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