Category Archives: Fixed Interest

Are Hybrids Defensive Assets?

Do you want to go into the match with a hybrid defense (sort of defensive and sort of attacking)- which may lead to a good result in an easy match, or a solid, boring defense – which may protect you … Continue reading

Posted in All Posts, Australian Shares, behavioral Finance, Fixed Interest | Tagged , , | Comments Off on Are Hybrids Defensive Assets?

How is your Self-Managed fund really going, and why should you care?

As January is a quieter month for many people, it may be a good time to review how your Self-Managed Super Fund (SMSF) is really going, not just for compliance reasons, but because it might actually lead you to have … Continue reading

Posted in All Posts, Archives, Asset Allocation approaches, Asset Class investing, Australian Shares, Benchmarking SMSF performance, Direct Property, Fixed Interest, Index Funds, International Shares, Investment Approaches, Listed property, Managed Funds, Other asset classes | Tagged , , , | Comments Off on How is your Self-Managed fund really going, and why should you care?

I ♥ Volatility (part 3 of 3)

Following on from my last blog on ‘Volatility’, one reason for setting a target asset allocation is to manage risk. Another is the potential to increase returns, especially in times of increased volatility. For example, Owen sets a target asset … Continue reading

Posted in All Posts, Archives, Asset Allocation approaches, Australian Shares, behavioral Finance, Fixed Interest, Uncategorized | Tagged , , , | Comments Off on I ♥ Volatility (part 3 of 3)

I ♥ Volatility (part 2 of 3)

Following on from our last blog on ‘volatility’, we used to have a “news story of the day.” Now we have a “news” story of the hour. This accelerating pace of “news” causes us to feel more and more anxious, … Continue reading

Posted in All Posts, Archives, Asset Allocation approaches, Australian Shares, behavioral Finance, Benchmarking SMSF performance, Fixed Interest, Statistics | Tagged , , , , , | Comments Off on I ♥ Volatility (part 2 of 3)

I ♥ Volatility (part 1 of 3)

I love share market volatility. Do you know why? Because it means “Opportunity”. When you look at past returns, and I don’t mean just last year or even the last 3 years, I mean the whole twentieth century, you learn … Continue reading

Posted in All Posts, Archives, Asset Allocation approaches, Australian Shares, behavioral Finance, Fixed Interest, Statistics | Tagged , , , , | Comments Off on I ♥ Volatility (part 1 of 3)

Should I go to cash?

In August 2011 a client, Alan, commented that his brother-in-law (David, who was the CEO of a respected retail company), had told him that he was “going to cash” and that he should do the same, as he knew the … Continue reading

Posted in All Posts, Archives, Australian Shares, behavioral Finance, Fixed Interest, Goal Setting, Statistics | Tagged , , , , , | Comments Off on Should I go to cash?

Are Fixed Interest investments Stagnant?

I presented to a share-market group 3 months ago. One of the things we discussed was that every investor has a decision about which Asset Allocation approach they want to adopt. “Do I want to set a target asset allocation, … Continue reading

Posted in Advisor (Hidden), All Posts, Asset Allocation approaches, Australian Shares, Benchmarking SMSF performance, Fixed Interest, Index Funds, Investment Approaches, Managed Funds | Tagged , , , , | Comments Off on Are Fixed Interest investments Stagnant?