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Old & New, Slow & Fast
Read more: Old & New, Slow & FastLast week we took a look at how someone might mistake their knowledge, expertise or success in one area for giving them some insight into investing or investment markets. While someone can be brilliant or knowledgeable in their field, it’s not exactly translatable. No one should ever make the mistake of believing their brilliance in one area will equal brilliance elsewhere. Caveat. We don’t want to suggest anyone should shut their mouth and blindly swallow what we, or anyone else who works in the financial world says. If you’re confused or don’t understand something, always ask for details or clarification.…
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Stopping Your Clock
Read more: Stopping Your ClockYou may have heard of the one about the broken clock. Look up at the wall. If the hands aren’t moving on your favourite clock it’s not going to give you the correct time. Yet as the hands don’t move, the time does. Every twelve hours the clock will line up with the correct time and strike gold. Stretch it out to 24 hours and your stopped or broken clock is right twice in a day. It’s a useful proverb or phrase if you want to explain away some accidental success or good fortune against the odds. Maybe a unreliable…
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The Pre-Retirement Squeeze
Read more: The Pre-Retirement SqueezeThe calls have started. Not many, but enough to attract our attention. COVID-19 is changing lives, goals and plans. There’s one group who hasn’t been given much attention, but it seems clear their goals and lifestyle intentions post work may not be as expected. Investment focus has primarily been on self-funded retirees. Specifically, those with self-inflicted woes. The financial media is completely disinterested in the performance of an index type portfolio with its construction split between various asset classes. Most of their readers are still people who pick stocks and cram into the banks for yield. Every day they can…
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Gotta Be Right Twice
Read more: Gotta Be Right TwiceAustralia was burning in late January. China was announcing confirmed human to human contact of COVID-19, locking down Wuhan province and building temporary hospitals. While many in Australia were distracted by home affairs, some investment managers had their eye on China. Nucleus Wealth was one. A small active manager in Melbourne with an international focus. The call was made in late January. Dumping holdings, they started moving to cash. There was a brief selloff in the last week of January, but almost a month later the market was higher. Then all hell broke loose. COVID cases were being found around…
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Active Managers Not Shining in Crisis
Read more: Active Managers Not Shining in CrisisIn support of active fund management This is the time for active managers to shine Opportunity is ripe for active investors Don’t ‘buy the index’: Investing in the time of the coronavirus Stockpickers can prove their worth in crisis, says Aberdeen It’s a Weird Market. Time To Go Active. A selection of headlines from publications in Australia and around the world. This has been the message since COVID-19 took off. Active managers are once again ready to step into the light and prove their worth in volatile investment markets. It’s a cycle as old as time. You can set your…
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