When 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 MoreA Canadian psychologist we collaborate with provides his 6 questions you should ask yourself before making the decision to retire from the workforce (3 mins read)
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)
Read MoreWe look at geopolitical events of the past 60 years to determine how the Russian invasion of Ukraine may impact financial markets (1 min read)
Read MoreFamilies will react to the loss of a parent in different ways but having practised in estate law for almost 40 years, Greg Dickson, Accredited Specialist in Family/De Facto Law at WMD Law, can identify a number of common factors in families who argue about inheritances (3 mins read)
Read More2021 was a year of uncertainty, anticipation, and hopes for a return to normalcy – and one that showed, yet again, the importance of trusting market pricing (3 mins read).
Read MoreOur Chair and Senior Adviser, Rick Walker, shares his story on why working as an adviser matters to him (3 mins read)
Read MoreFew advice firms meet the definition of being ‘independent’. We explain why we think being independent is so important to our clients and team (3 mins read)
Read MoreFor many, the highest form of wealth is not the size of your portfolio, but being able to control your time (3 mins read)
Read MoreWe are proud to share Lorica Partners has been named for a fifth consecutive year as a CEFEX certified Investment Advisor (2 min read).
Read MorePast 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)
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