diversification

This year's Berkshire Hathaway AGM reinforced the investing principles that we follow at NAOS. Here are our 5 takeaways from the event.

Diversification can be beneficial, but when done properly with the appropriate expertise, it can be exceptional.

Diversification is a crucial risk management tool but Atrium Investments argues genuine diversification requires thinking differently.

How Allan Gray uses probability theory to optimise the risk and return of their investments.

“You cannot invest in one future anymore; you have to invest in multiple futures” – Bob Rice, Chief Investment Strategist at Tangent Capital Investors are flocking...

In the writings that I have done to date, I have focused on growth assets. At CTE, we also manage a portfolio of credit investments through our Credit Opportunities...

In Critics of the 60/40 portfolio have their blinkers on (27 September), David Thornton notes that “the age-old 60/40 portfolio,” comprised of 60% stocks and 40%...

Mike Tyson once said, before a big fight, ‘everyone has a plan until they get punched in the mouth’. On the battlefield, the same sentiment is conveyed by the adage...

The old adage goes “you shouldn’t keep all your eggs in one basket”. It holds true for investing too. On the surface, that all sounds pretty easy. Don’t put all your...

Inflation is increasing rapidly around the world, with Australian consumer price inflation hitting its highest level in more than 20 years at 5.1%. In response,...

NOAA, The US National Oceanic and Atmospheric Administration forecasts weather, and as such it has spent many years trying to help communities prepare for storms –...

In my recent paper, “Will Bonds Protect You In the Future?”, I challenged the utility of Bonds as a diversification tool. This challenge also reflects a concern I...

It has long been a topic of discussion by investors, what is the minimum number of holdings required for acceptable diversification in an equity portfolio or an...

What a start to the year we have had. It has been the worst on record for fixed income asset classes across investment grade, high yield and "safe haven" bonds (such...

Last time I wrote about the current challenge for investors in the face of the potential combination of rising interest rates and falling growth, especially as so...

Food. It is one of the fundamental human needs, yet in developed economies we often disregard the complexities when it comes to food security. But in today’s age,...

If we have learnt anything from the last couple of years, it's that it is easy to do well when the market is rising. Everyone can make a buck when the tide lifts all...

Over the last few years, falling interest rates have driven absolute market valuations to all-time highs – by many metrics. Given these high starting valuations,...

There's a world of investments outside the traditional categories of equities, bonds and property, says Lucerne Investment Partners' Michael Houghton. An example of a...

People often leave their house or car, look to the sky and ask themselves: "Is it going to rain?" But for us at Talaria it’s fundamentally the wrong question. The...