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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Four lessons from an investing pioneer
By NICK MAGGIULLI Last week, David Swensen, the famed investment manager and Chief Investment Officer at Yale, died at the age of 67 after a long battle with cancer. Swensen, who was the pioneer behind the “Yale model”, revolutionised how endowments...
Australia’s advice revolution hits a snag
After a decade of upheaval and turmoil, the Australian financial advice sector is bracing for more unsettling change as governments and regulators seek to strike an appropriate balance between protecting consumers and keeping advice affordable. More than two years after a...
Be the change — a motto for a new generation of advisers
The financial advice profession gets a bad wrap, and, in many ways, rightly so. There’s still far too much focus on selling products and not enough on the aspects of the job that really do add value — behavioural coaching, for example, cashflow...
Why investing is more like golf than football
Every investor should know what game they are playing in the market.
Thematic funds: good stories, poor investments
Investment themes are very much in vogue. Pick up any investment magazine or the money section of a Sunday newspaper and you’ll see what we mean. Robotics, artificial intelligence, infrastructure, healthcare and green technology are some of today’s “hot” themes. It’s anyone’s...
SPAC or spam?
SPACs, or special purpose acquisition companies, have been one of Wall Street’s hottest products in the last year or so. But do they make good investments? LARRY SWEDROE has been looking at the evidence. A special purpose acquisition company (SPAC) is...
