Insights | Vertium Asset Management

Rolling 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....

Beware of Yield Traps

With interest rates at record lows, investors may be tempted to chase high dividend-yielding stocks to replenish lost income in their...

Design and Distribution Obligations

The Target Market Determination for the Vertium Equity Income Fund is available here. What are the Design and Distribution Obligations...

4 Retirement Planning Mistakes – and How to Avoid Them

Successfully preparing for retirement can present many challenges. Here are four common mistakes to avoid when selecting your retirement...

Navigating the Retirement Risk Zone

When it comes to planning for retirement, hope is not a strategy. As more Australians transition from wealth accumulation to retirement,...

Dot-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...

Pandemic a case study in sequencing risk for retirees

One of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in...

Unintended Consequences of Free Money

How do people get richer during a recession? Free money! During past recessions, people become poorer as personal income falls when...

Bathwater 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...

Dividend cuts: Options to sustain your income

Income is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a...