An annual study of US investment fund performance has some important takeaways.
Diversifying into smaller companies can be a sound strategy, but the risk-reward equation tends to be different.
What is happening in China could be a trigger for the next global financial crisis. The markets are interconnected and flimsy, and we have seen this kind of thing before.
Financial advisers are exiting the market. Are they really value for money?
Conventional investment analysis is like chess moves, but is that the game we are in?
A pessimistic look at the financial system.
Over a fifth of Australian super funds' assets are in overseas stock markets, mainly in the US. American shares have been booming, but where are they headed?
Sound investment means understanding risk and reward and managing your investments accordingly. There are many risks around risk taking -- the wealthy try to avoid it.
There are three possible investment themes when positioning for the end of the lockdowns.
The sophistication and volume of financial market trading is rendering 'normal' judgements problematic. But knowing that you don't know can help in setting a direction.
Crypto currency is increasingly looking like an excursion into the Madness of Crowds.
There may be scientific debate about climate change, but the big companies are falling over themselves to look as green as they can because that is what the institutional investors require.