Looking to find out more about some key investing concepts? Here we explore volatility, risk, active management, sustainable investing, the value of advice and behavioural finance.

Understanding volatility

Market volatility: defined and explained

Market volatility: defined and explained

Learn the basics of volatility - its causes and why it can create attractive opportunities.

Implied vs historical volatility: what's the difference?

Implied vs historical volatility: what's the difference?

One looks forward, the other backward. How are they calculated and what do they tell us?

10 tips for investing in uncertain times

10 tips for investing in uncertain times

With all the volatility in markets at the moment, we have outlined 10 key principals to help investors keep their wits about them in this handy infographic.

Understanding risk

Finding genuinely defensive ways to diversify portfolios

Finding genuinely defensive ways to diversify portfolios

Like many things in life, ‘defensive’ assets do not always behave as promised. But these are particularly unusual times. Traditional defensive assets provided some protection during the March sell-off, but to a lesser degree than in past crashes. This raises the question as to what constitutes a genuinely defensive asset in the era of coronavirus and beyond.

Strategies for long-term investing

Strategies for long-term investing

Reminding ourselves of the fundamentals of portfolio construction can help investors position portfolios appropriately in times of crisis and volatility.

The right tool for the job

The right tool for the job

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.

How to better protect against black swans

How to better protect against black swans

With diligent research, thoughtful portfolio construction and a range of robust and diversified monitoring tools, investors can be better prepared for changes in market dynamics and high-impact, tail risk events.

Active management

Along the continuum

Along the continuum

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

Active vs passive

Active vs passive

There’s been a great deal of debate whether active or passive management is the right choice for investors but is this the right question to be asking?

Searching for growth

Searching for growth

Asian equity markets don’t just offer Australian investors growth potential, they also increasingly offer genuine diversity and possible protection from an economic downturn in the developed world.

Sustainable investing

Defining ESG: Evolution not revolution

Defining ESG: Evolution not revolution

Investors could 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?

What are the main approaches to ESG?

What are the main approaches to ESG?

With various paths to ESG investing, how might you integrate ESG in your portfolio?

Pursuing an active sustainable investing strategy

Pursuing an active sustainable investing strategy

A focus on ESG increases engagement, and that’s good for investors. Here’s why.

The value of advice

The value of advice

The value of advice

The mental health, family life and physical health of a large proportion of Australians are being adversely affected by financial issues. In our recent report, ‘The Value of Advice’ we surveyed 2,000 Australians, to take a pulse of Australia’s financial and overall wellbeing and highlight the positive impacts of financial advice beyond potential monetary gains. Read it here.

Financial advice worth more than dollar value

Financial advice worth more than dollar value

It’s no secret that many of us worry about money. The full extent of our concerns has now been revealed in new research that shows that almost half of us worry about money at least weekly, with one in four worrying at least daily. So why are we so worried about the folding stuff?

How to explain the value of advice

How to explain the value of advice

This episode is stacked with surprising statistics, as well as fascinating insights into the 4 types of client personas, the ‘three Cs’ of client values and insights into how you can customise your service offering to suit different types of clients. With such a huge amount of valuable information, you may want to take notes on this episode!

Behavioural finance

The face of fear?

The face of fear?

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.

When what you see is all there is

When what you see is all there is

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

Overconfidence

Overconfidence

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