Past performance is not a reliable indicator of future performance. Unless it relates to super funds it seems. APRA has published it first annual report on the performance of super funds. Do the results provide more questions than answers? (4 mins read)
Read MoreThe evidence continues to mount that pursuing a ‘high conviction’ investment approach of only investing in a small number of stocks or countries reduces the likelihood of achieving successful financial outcomes (3 mins read)
Read MoreMany of us have experienced the impact of cognitive decline on loved ones. At Stewart Partners, we are alert to the mental capacity of a client to ensure they are making informed decisions. This article discusses the challenges of mental incapacity and preventative steps we can all take. (6 mins read)
Read MoreWe regularly have client discussions about investing in bonds in a low-rate environment and what an eventual increase in rates could mean for a fixed interest portfolio. This two-part article helps to address these prudent questions by explaining how the bond market works, how returns are generated and the varied purposes of fixed interest in a diversified portfolio. (4 mins read)
Read MoreWe regularly have client discussions about investing in bonds in a low-rate environment and what an eventual increase in rates could mean for a fixed interest portfolio. This two-part article helps to address these prudent questions by explaining how the bond market works, how returns are generated and the varied purposes of fixed interest in a diversified portfolio. (7 mins read)
Read MoreIf you have a prudent Investment Strategy, you have already prepared for the next stockmarket fall, and the one after that, and the one after that (3 min read)
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (4 mins read)
Read MoreEach year Credit Suisse publishes a Global Investment Returns Yearbook[i]. In a world that continues to focus on short-term noise, the 2021 Yearbook provides data to help remind us about the importance of a long-term mindset when it comes to financial markets and your own financial plan.
We have captured below some of the key messages in the 2021 Yearbook. (5 mins read)
Read MoreAt the time of writing, we find ourselves in the throes of another bull market for the crypto sector. The market capitalisation of Bitcoin has recently passed the USD 1 Trillion mark for the first time. The digital currency born just over a decade ago has created many zealous followers; and staunch critics and has left many investors just scratching their heads as to how this invented digital currency can experience such a meteoric rise. While it is easy to dismiss Bitcoin as the new tulip of 2021, there is more to the story than the spectre of bitcoin, tulip or not. (4 mins read)
Read MoreA Harvard professor explains why society is not necessarily getting happier as we get richer (3 mins read)
Read MoreOnce in a rare while, there comes a year in the economy and markets that serves as a master class in the principles of successful long-term, goal-focused, planning-driven investing. Last year, 2020, was one of them (3 mins read)
Read MoreEach of our clients work with Stewart Partners for different reasons. During the past year, some clients have told us engaging with their children was the most valuable work we did for them. Over time, we have noted a number of themes, so have compiled a list of areas we think working with Stewart Partners may benefit you and your family. (4 mins read)
Read More2020 was a reminder that financial markets and the economy do not march in step (3 mins read)
Read MorePart 2 of our Sustainable Investing article examines whether it delivers lower expected returns for investors compared to conventional investing (5 mins read)
Read MoreThe first of our two part article exploring Sustainable Investing focuses on defining what it means and how it has a growing impact on all investors, regardless of their values (5 mins read)
Read MoreIn his new book, “Ask”, Dan Solin (a friend of Stewart Partners) looks at studies in the fields of psychology and neuroscience to understand how people can make deeper connections with anyone. A sense of curiosity is key. (3 mins read).
Read MoreThe 2020 Federal Budget is all about jobs and spending to make more jobs. This article covers announcements most likely to impact clients of Stewart Partners and their families (5 mins read)
Read MoreWhen stockmarkets are volatile, gold prices often jump. Any investment which has recently risen in value will receive media attention, so people want to know if they should react. Stewart Partners’ approach to investing is founded on evidence, so we do not include any direct exposure to this commodity in client portfolios. Let us explain why. (5 mins read)
Read MoreThe global economy is not healthy, yet many stockmarkets appear quite buoyant. The Nasdaq 100 Index in the US is up 30% since the beginning of 2020. Is there a disconnect? (4 mins read)
Read MoreTo have a successful long-term investment experience, it is essential every investor understands what the journey ahead will look and feel like. (3 mins read)
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