25 March 2020

Supporting our clients through this crisis

by Arian Neiron, Managing Director

I hope you and your families are safe and healthy during these very challenging times. With the COVID-19 restricting normal life as we know it, we understand the difficult climate many of you may be facing. As a family man, a father, a husband, a brother and a son, my heart goes out to those people who have lost their jobs or businesses and are suffering. Our thoughts too are with those whose health has been compromised by COVID-19 during these extremely troubling times.

20 March 2020

The third golden rule of ETF investing

by Jamie Hannah, Vice President – Investments & Capital Markets

We have said before that there are two golden rules when trading ETFs:

1. don’t trade in the first 15 minutes after markets open; and
2. don’t trade after the 4pm close.

The crisis of the past few weeks has highlighted a third golden rule: Use limit orders. This could save you money.

06 March 2020

Three mistakes in uncertain times

by Brad Livingstone-Foggo, Head of Marketing - Australia

Over the last few weeks, in the face of an unknown outcome, every man and his dog has offered an opinion on markets.

Behavioural economists and psychologists have shown that people, even experts in their field, have poor track records of making proper assessments in times of uncertainty.

There are three ways we quickly assess the probability of an outcome. All of these are susceptible to flaws. An understanding of these can help investors better assess periods of uncertainty and thus lead to better decisions in uncertain environments.

21 February 2020

It’s hip to be bonds

by Russel Chesler, Director, Investments & Portfolio Strategy

We’ve learnt a lot since the 80s and 90s. We’ve moved on from parachute pants, jackets with shoulder pads built in and the mullet. Governments, and how they manage economies, have changed too. In many cases however asset allocation models have not changed. The composition of many investors portfolios are the same as they were in the 80’s and do not reflect a world that has changed. Your investment portfolio should reflect the ‘new world.’