Apr 20A storm is brewing as bond yields surgeThe recent deluge of rain on the East coast of Australia had devastating impacts. While the extent of the damage was unpredictably...
Jan 10Rolling bubbles (and anti-bubbles)“At the root of all financial bubbles is a good idea carried to excess” - Seth Klarman Fear, panic, despair, relief, hope, and euphoria....
Oct 3, 2021Beware of Yield TrapsWith interest rates at record lows, investors may be tempted to chase high dividend-yielding stocks to replenish lost income in their...
Aug 30, 2021Design and Distribution ObligationsThe Target Market Determination for the Vertium Equity Income Fund is available here. What are the Design and Distribution Obligations...
Apr 21, 20214 Retirement Planning Mistakes – and How to Avoid ThemSuccessfully preparing for retirement can present many challenges. Here are four common mistakes to avoid when selecting your retirement...
Apr 21, 2021Navigating the Retirement Risk ZoneWhen it comes to planning for retirement, hope is not a strategy. As more Australians transition from wealth accumulation to retirement,...
Oct 29, 2020Dot-com Zombie Parallel Universe“If you bought every company that lost money in 2019 … you’ll be up 65 percent so far this year.” Who would have thought buying loss...
Aug 5, 2020Pandemic a case study in sequencing risk for retireesOne of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in...
Jun 30, 2020Unintended Consequences of Free MoneyHow do people get richer during a recession? Free money! During past recessions, people become poorer as personal income falls when...
Jun 2, 2020Bathwater Babies and Value Opportunities?“Buying cheap stocks is great, but buying good companies cheaply is even better” Joel Greenblatt Value investing has so much intuitive...