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Modern portfolio theory, a hypothesis from the 1950’s (Markowitz) has been the traditional strategy for protecting portfolios from drawdown. Investors are increasingly asking whether this is still the best way to build a resilient portfolio. The traditional view is that diversification should be enough to...

Donald Rumsfeld’s phrase has joined the group of terms synonymous with risk. When he said this in 2003 he was not talking about financial markets, however financial markets have adopted it. Today there are many known (but not widely known) risks in the derivative instruments...

The increase in passive investing in the last 10 years has been phenomenal. Today passive is up to 37% of total funds under management (FUM) in US equity funds, from less than 20% in 2009. Chart 1: Asset split between active vs. passive US-domiciled equity funds Source:...

The first result of Janus Henderson Group following the recent merger was a great result with almost all key indicators moving in the right direction. The highly complementary businesses of Janus Capital Group and Henderson Global Investors merged at the end of May. The Henderson share...

ighter travel budgets for brokers in recent times have reduced the frequency of visits through WA, with those that do take place generally focusing on the miners and larger mining services companies. This leads to smaller WA industrial stocks being ignored, which can create opportunities....

Beneficiaries of a higher AUD include businesses that are consumers of US dollar denominated goods and services, or beneficiaries of an increased desire for foreign goods and services by Australian consumers. An example of the former might be retailers or certain health care providers, and...

Pacific Energy (PEA) announced an additional 11 Megawatts of power generation capacity for their Western Australian Pilgangoora lithium project this week. The award takes year-on-year growth to 8.0%, with a good chance of further contract awards in the near term. PEA’s take-or-pay contract structure offers...

Today’s third quarter update highlights a pick-up in momentum with third quarter revenue growth of 39% compared to second quarter growth of 13.4% and first quarter growth of 6.0%. Indicators from March were also strong with a 44% lift in tools on hire foreshadowing strong...

n early March I travelled through China and Japan to get a better feel for the staying power of the recent commodities rally. Feedback from a range of steel, copper, iron ore, nickel, gas and coal companies was skewed to the positive, with commodities demand...

Earnings updates from domestic companies were limited during April and continue to be so in May given the six monthly earnings cycle. However, investors can still draw on the quarterly reports from offshore companies to pick up trends which may influence stocks closer to home. An...