Investors are realising they can do good with their capital without having to sacrifice the financial return. And fund managers and institutions are responding with new products to cater for a significant increase in demand. The Benchmarking Impact Report 2018 has just been published by the Responsible Investment Association Australasia. It provides an in depth analysis … Continue reading Impact Investment Market Quadruples in 4 Years
Category: Investment
When the Sharemarket Falls, Try This (Don’t Blow Your Top)
In the past week, we’ve seen volatility return to equity markets. Nothing unusual about that. The reason it felt strange is we’ve had an extended period of low volatility. The index has been in a pretty steady uptrend. Investors have forgotten what it feels like to drop more than 2% in a day. (Short term … Continue reading When the Sharemarket Falls, Try This (Don’t Blow Your Top)
If Investment Funds Were Musical Styles
Let's face it - there are so many different types of investment funds in the market, it's hard to keep up. Even as a professional, I still have trouble working out what the latest "market driven quant neutral real" strategy means?? So to put it in terms that are easier to understand - what musical … Continue reading If Investment Funds Were Musical Styles
Reading List: Impact Investing
A collection of articles on impact investing - from starting out to taking a deep dive. New to Impact Investing? Impact Investing Australia Impact Investing Glossary - Impact Investment Forum (RIAA) 10 Reasons Why You Should Consider Impact Investing - Forbes Making Sense of the Many Kinds of Impact Investing - Harvard Business Review Investors Don't … Continue reading Reading List: Impact Investing
Risk and Return
When deciding which investments are right for you, it is important to understand the trade off between risk and return and how to manage investment risk. A risk profile can help identify the type and mix of investments that will best help you achieve your financial and lifestyle goals. What is risk? Investors face many … Continue reading Risk and Return
House Prices up 1% in June – did you Notice?
No, neither did I but it was a big headline in the last couple of days after a release from RP-Data Rismark. What is likely to happen over coming years however is that price growth for houses and units slows from that of the past 10-15 years. Rather than borrowing more to buy or build … Continue reading House Prices up 1% in June – did you Notice?
Timeless Investment Lessons
Below is the link to a feature story I have written for latest B2B Magazine. In this article I cut through the noise to focus on two investment concepts that are crucial for today's market. GFC Hangover - Where to Invest
A Positive Start to the Year
After another tough year for sharemarket investors, 2012 has started on a better note. We’ve seen more positive data from the US and China however concerns remain over the state of the European debt crisis. In Australia corporate earnings have been reasonably good although some sectors such as discretionary retail have struggled. Australian shares are offering … Continue reading A Positive Start to the Year
Fearless Forecasts for 2012
Well it's the time of year to be guessing what might happen in the next 12 months. There are tips on what's in store for technology, the grand final winners and of course the sharemarket. The major newspapers and investment magazines contain various predictions for where the ASX will finish 2012. But how useful is it? … Continue reading Fearless Forecasts for 2012
Should I Move Everything to Cash?
With recurring headlines of the demise of Europe and sharemarket volatility remaining high, this is a common question. Would I be better to move all my equities to cash so I don’t have to worry? With the benefit of hindsight it is easy to say we should have been in cash for the last 5 … Continue reading Should I Move Everything to Cash?