“Wall Street’s Wisest Man” shares six investment lessons he has learned over his career, with a common theme - learning to minimise mistakes (3 mins read)
Read MoreWhy investors should show caution simply buying large blue chip stocks (2 mins read)
Read MoreA basketball experiment demonstrates how tuning out noise can have a significant impact on performance, particularly with investing (3 mins read)
Read MoreWe extract the key learnings from Morgen Housel’s insightful podcast on The Art of Spending which looks at the psychology behind why each of us chooses to spend our money (4 mins read)
Read MoreHow are stockmarket returns impacted by periods of high inflation? (2 mins read)
Read MoreWe pay tribute to the academics instrumental to developing the foundational theories which Lorica Partners puts into practice for our clients (5 mins).
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)
Read MorePeople understand stockmarkets trend upwards over time. This article looks at historical short-term outcomes, which highlights recent market performance is normal (3 mins read)
Read MoreLast week we had the pleasure of hosting an evening seminar with Barry LaValley sharing his expertise in the non-financial aspects of retirement. Here we provide a summary of the key points from the evening (5 mins read).
Read MoreComing to wealth is hard. Adapting to wealth can be harder. So for a family that will be passing substantial assets to future generations, what are your chances of success? (5 mins read)
Read MoreProfessor Ken French has contributed to Nobel prize winning research into the behaviour of security prices. We recently listened to him share his “5 things I know about investing” (6 mins read)
Read MoreImagine the difference to your investing experience – and your investment returns – if you accept sharemarket volatility as the price of admission for growing your wealth (3 mins read).
Read MoreMany people are unhappy because of how they measure their progress. When you take stock of your accomplishments rather than your ‘ideal’ moving target, it can have enormous psychological benefits (3 mins read).
Read MoreBonds are low risk assets to hold, but their prices can still go up and down. This article explains why (3 mins read)
Read MoreWhen prices fall, it is normally because investors have become more risk adverse, and uncertainty about the future has increased. Markets are highly efficient information processing machines – but no one pretends they are 100% accurate all the time. But profiting from ‘mispricing’ is not easy. (4 mins read)
Read MoreIt can be a roll of the dice guessing which stocks will be the ‘winners’. We go back 20 years to see how a portfolio of blue-chip Australian stocks with strong growth prospects actually performed against simply buying the market (3 mins read).
Read MoreMarket volatility, inflation and geopolitical risk are leading many of us to feel some anxiety at present. The four most dangerous words in uncertain times are ‘this time is different’ (3 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 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)
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