A Day at the Races

By |2024-05-03T09:07:36+00:00May 3rd, 2024|Investment Planning, Investments|

Sometimes it is easy to distinguish luck from skill. Other times, maybe it’s not so straightforward. Let’s try a simple thought experiment designed to calibrate our appreciation of the problem. Let’s say someone calls 20 coin tosses in a row correctly; is that luck or skill? I think we’d all agree it was luck. However,

Uncertainty Is Underrated

By |2024-03-01T09:47:04+00:00February 26th, 2024|Investment Planning, Investments|

“A wave of new scientific discoveries reveals that learning to lean into uncertainty in times of rapid change is a promising antidote to mental distress.” –Maggie Jackson, New York Times1 For many people, uncertainty is something to avoid or at least mitigate. But what about the positive things that uncertainty can bring? Without it, there would

Common trading biases and how to overcome them

By |2024-01-05T09:55:35+00:00January 5th, 2024|Investment Planning, Investments|

Have you ever found yourself meticulously preparing a trading strategy, only to second-guess your decisions when it comes time to execute? If so, it’s possible that you’ve succumbed—without even knowing it—to a trading bias. Trading biases are a form of cognitive bias, a term first coined in 1972 by Israeli psychologists Amos Tversky and Daniel Kahneman to describe

Staying Invested Beats Timing the Market—Here’s the Proof

By |2023-11-17T09:28:05+00:00November 17th, 2023|Investment Planning, Investments|

“Don’t try to time the market.” This advice has been passed down often by successful investors like Benjamin Graham, Warren Buffett, Jack Bogle, and Peter Lynch through the decades. But has this mantra held up in recent decades? After all, investors boast access to more and more timely information than ever and they can trade

What Are Emerging and Frontier Markets?

By |2023-09-11T08:24:54+00:00September 11th, 2023|Investment Planning, Investments|

Emerging and frontier markets are often seen by investors as exciting and risky. In this article we try to pin down an investing universe world that spans, at least alphabetically, from Brazil and Vietnam. Organisations like the World Bank, the International Monetary Fund (IMF) and the United Nations may have slightly different methodologies for explaining

6 strengths of great advisers that clients may perceive as weaknesses

By |2023-07-28T08:54:25+00:00July 28th, 2023|Investment Planning, Investments|

In this post I will be sharing my thoughts on the strengths that great advisers demonstrate, which some clients may deem as weaknesses. Most mature money management and financial strategies are counterintuitive and against conventional wisdom. Modern media and access to ‘free’ information is maybe our biggest threat and our client’s most destructive influence. The

Investors Expect Investment Returns Twice as High as FAs: Survey

By |2023-07-21T08:49:35+00:00July 21st, 2023|Investment Planning, Investments|

Financial advisors looking to bring on new clients have a receptive audience following the recent economic turmoil — but they may need to temper some expectations, according to a recent survey. Having to face inflation has made 64% of investors see the importance of professional financial advice, Natixis Investment Managers says it found in a survey of

Investors Expect Investment Returns Twice as High as FAs: Survey

By |2023-06-30T08:29:10+00:00June 30th, 2023|Investments|

Financial advisors looking to bring on new clients have a receptive audience following the recent economic turmoil — but they may need to temper some expectations, according to a recent survey. Having to face inflation has made 64% of investors see the importance of professional financial advice, Natixis Investment Managers says it found in a survey of

Does it Pay to Diversify by Style?

By |2023-05-26T12:54:00+00:00May 26th, 2023|Investment Planning, Investments|

Equity exposure can be broadly segmented by market capitalisation (small, mid, and large) and style (value versus growth). Correlations within equity groups tend to be fairly high, although small-cap stocks tend to have the lowest correlations with the broad market. In our recently published 2023 Diversification Landscape Report, however, we found there can be significant

Want to Invest Successfully? Stop Trying to Make Sense of It

By |2023-05-05T09:44:13+00:00May 5th, 2023|Investment Planning, Investments, Retirement Planning|

Just over a year ago, Russia invaded Ukraine, an appalling act rightly condemned by the world. In the immediate aftermath, experts weighed the economic impacts, with many projecting sharply higher commodity prices. The prediction made sense: a Russian oil embargo would crimp supply, sending prices higher, or so the thinking held. What happened? Brent crude-oil

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