Learning Hub

How do you behave in the face of fear? Do you run towards danger, or turn and flee? Knowing how you and others react to extreme situations might seem remote from the world of investment, but could have a lot to do with what separates the great investors from the rest of us.

The ascendance of Asia since the start of this century has been nothing short of remarkable. These charts capture the sheer scale of the region's dominance. A growing middle class, higher spending power and increased investment on infrastructure and technology are among the drivers shifting the balance of economic power from the West to the East.

Forming conclusions based on limited data helps us to process things quickly in a complex world however these shortcuts can lead us astray… 

Conditions change throughout an investment cycle, so how and when should investors combine the various shades of active and passive to maximise returns?

Portfolio construction all too often appears as an after-thought for many active managers yet it is ultimately critical in determining the investment returns and volatility of returns for investor in the underlying portfolio. 

ESG covers such a broad range of approaches that investors can be forgiven for being confused as to what constitutes ESG and what doesn't. Do we need a unified definition of ESG, and if so, what is it?

‘Overconfidence’ becomes particularly prevalent in bull markets and periods of sustained stability. So how can investors avoid the pitfalls? 

Downside protection tools can assist in mitigating certain portfolio risks. But before even considering the appropriate tool it is important to understand what risk is and how exactly risk mitigation and hedging differ.

10 key messages to help investors steer their portfolios through volatile times.

Alva Devoy, Managing Director looks at the fundamental, economic and behavioural drivers of bull markets and the possible implications for global equity investors.

A key decision for investors in 2018 is whether to de-risk or not. Should you de-risk your portfolio early and face missing out on potential returns, or should you stay invested and face a possible market downturn? Whatever you do, resolve to clearly make that decision. 
 

2017 was a good year for equity investors. It is hard to overstate the importance of diversification in an investment portfolio. We take a closer look at the themes, asset classes and regions and how they may impact investors in 2018.