Why ‘wait and see’ is the worst investment strategy ever

We’re all prone to pulling the plug on our portfolios from time to time, but it’s probably not the most productive approach. – Written by Chris Conway | Livewire Markets   [...]

The Fund delivered +0.77% in October, 9.34% over 12 months and 6.73% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate.   We are [...]

Is diversification really the only free lunch in investing? While diversification is often termed ‘the only free lunch in investing’ I am not necessarily a believer. Diversification for [...]

Join CIO Adrian Bentley and Head of Investment Solutions Juliet Shirbin, as they discuss the role of macroeconomic analysis in managing a through-the-cycle portfolio. The Manning Monthly Income [...]

The Fund delivered +0.76% in September, 9.26% over 12 months and 6.70% annualised since inception, continuing to deliver over 5% net return above the RBA cash rate. We are continuing the theme of [...]

The Fund delivered +0.75% in August, 9.10% over 12 months and 6.67% annualised since inception, continuing to deliver over 5% net return above the RBA cash rate.   Since May 2022 when the [...]

In the face of an unpredictable economic environment, skilfully managed fixed income investments can provide attractive risk-adjusted returns. Like all asset classes, risks remain that, when [...]

The Fund delivered +0.78% in July, 8.97% over 12 months and 6.64% annualised since inception, continuing to deliver over 5% net return above the RBA cash rate. With the rise of interest in fixed [...]

Beneath the yield fixed income investors receive, there are often overlooked avenues of transaction income many investors are missing out on.   The decade high RBA cash rate has been a boon [...]

The Fund delivered +0.72% in June, 8.88% over 12 months and 6.60% annualised since inception, continuing to deliver over 5% net return above the RBA cash rate.   The Fund delivered 0.72% in [...]