Posts filed under: Insights

Our Two Cents: Do Active Equity Funds Diversify?

It is common to find multiple equity funds held together to diversify manager strategies. This article... ... Read More

Our Two Cents: Growing Valuations

How growth transforms expensive valuations into long-term investment opportunities.... Read More

Our Two Cents: The Protection Potential of US Treasuries

Offshore income is often overlooked as a building block in multi asset portfolios despite the wide variety...... Read More

Our Two Cents: Returns After Peaks

Market highs are thought to lead to future downturns; however, historical data shows this is incorrect.... Read More

Our Two Cents: Risk Factors in Income Funds

Local income funds offer a variety of exposures to unique risks. This article highlights some important risks faced...... Read More

Our Two Cents: The Illusion of Certainty

We examine overconfidence and hindsight bias in predictions, using the 2024 US presidential election as an...... Read More

Our Two Cents: Income Funds: Differences & Benefits

The multi asset income category contains a wide variety strategies each taking different risks. This article...... Read More

Our Two Cents: Return-Free Risk

Modern Portfolio Theory introduced the key idea that investors must take on higher risk to achieve higher...... Read More

Our Two Cents: The Value of Multi-Asset Funds

It’s often tempting to focus on one asset class and fall back on selection for returns and risk protection but...... Read More

Our Two Cents: Stock Picking or Factor Exposure?

The thought of outperforming the market is every investor’s dream, but with so many managers attempting...... Read More