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Analysis

The perils of backing one horse

23 January 2018 • By Leslie Mao • 1 min read

The perils of backing one horse

One of the most common mistakes in active equity portfolios is a failure to diversify across managers, writes Willis Towers Watson’s Leslie Mao. ...

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The perils of backing one horse

What a blockchain-powered ASX should mean

The ASX’s decision to replace CHESS with a blockchain solution will benefit investors as long as all parties are granted fair access, writes Sharesi...

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The perils of backing one horse

Separating the signals from the noise

The world is an unsettled place, but financial markets are relatively calm, writes Aberdeen Standard Investments’ Lucy O’Carroll – but a few fac...

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The perils of backing one horse

Could passive investing have structural issues?

There could be a number of hidden risks with some of the more popular passive ETF strategies, warns Perennial Value Management’s Dan Bosscher. Th...

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The perils of backing one horse

The risks of going from public to private

Is the shift into unlisted and private markets structural or cyclical? Fidelity International’s Paras Anand warns it is more likely to be the latt...

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The perils of backing one horse

Time to be counter-intuitive on property

In today’s extended business cycle, real estate investors should be locking in sustainable sources of income and de-risking their portfolios, write...

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The perils of backing one horse

Make a lasting difference this festive season

It’s been a significant year for philanthropy in Australia, as well as overseas, writes Australian Unity Trustees’ Emma Sakellaris. In May, ...

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The perils of backing one horse

Warning lights flashing on Aussie equities

Is the Australian equities market heading for a correction? Enough warning lights are flashing to suggest it might be, writes AllianceBernstein’s Ro...

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The perils of backing one horse

What’s in store for the economy in 2018?

It appears as though the Australian economy expanded by between 2.5 and 2.75 per cent throughout 2017, writes Janus Henderson’s Frank Uhlenbruch –...

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The perils of backing one horse

Busting common passive investing myths

The short-term outperformance numbers of passive investing over active management don’t always tell the whole story, writes Prime Value Asset Manage...

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