Diversification Archives - Equity Mates Media

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Disinflation provides welcome relief to markets

In this report we discuss how lower recession odds in conjunction with greater conviction in the disinflation narrative impact our asset allocation views.

8th Sep, 2023

Source: J.P Morgan Asset Management
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What an Australian bias can cost a portfolio

Here’s how a broadly diversified portfolio with international exposure ultimately produces more stable returns.

4th Jul, 2023

Source: Vanguard
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Are You Making These Money Mistakes? Rachel Cruze on financial traps

Rachel Cruze, a financial expert and author, recently shared her insights with Bryce and Alec on the Equity Mates Investing Podcast. Cruze, who co-authored “Smart Money Smart Kids” with her father, Dave Ramsey, emphasised the importance of teaching children the value of hard work and how money comes from it.

3rd Jul, 2023
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Charting cash against a 60/40 portfolio

The power of diversification. Why moving to cash in a panic rarely pays off.

30th May, 2023

Source: Vanguard
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The pros and cons of investing in the S&P500 Index

Investing in the S&P 500 Index offers numerous advantages, including instant diversification, long-term growth potential, accessibility, and professional management.

18th May, 2023
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7 Habits for Successful Investors

In this article, we will explore seven habits that successful investors cultivate.

12th Apr, 2023
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The Risks of Not Investing

In this article, we will discuss the risks of not investing and why it is crucial to invest your money wisely.

12th Apr, 2023
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Ask an Adviser: Charlie Viola on investing for kids & portfolio construction

Ren and Bryce also dive deeper with Charlie on topics such as constructing portfolios in a high inflation, high interest rate environment, savings accounts, types of assets, frequency of cash deployment, and when to keep cash on the side.

2 March
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A short history of share market downturns

We look at some notable share market downturns and why it’s always important to look at the big picture.

8th Feb, 2023

Source: Sharesies
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Investing in Index Funds: A Guide to the Haystack Concept

Gain in-built sector diversification and exposure to top-performing companies by investing in broad index funds. Learn the benefits of the market haystack.

6th Feb, 2023

Source: Vanguard
China: Open for business again

Is a shift in policy likely to fuel a sustained recovery, or should investors remain cautious about conditions in China?

3 Feb, 2023

SOURCE: Betashares
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Why Invest Overseas

Let’s look at why you might invest in overseas companies and funds, and what you might consider when looking to invest in different-sized economies.

1st Feb, 2023

Source: Sharesies
A strong core to support your future | Summer Series

Now we get to investing! We go through everything in this episode, from choosing a broker, introduction to core and satellite and three core actions for you to take after the episode finishes.

31 January
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4 ways to navigate volatility

What really matters at times like these is having a strategy that can survive or even capitalise on the short-term ups and downs, while maintaining an exposure to the long-term growth and income streams that stock markets can provide. Here are some ways to prepare for any potential volatility that lies ahead.

15th Dec, 2022

Source: Fidelity
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This is why we diversify our portfolios

'Smarties tables', tell us that no year ever looks the same as the one before or the one after. So what does this teach us about diversification and risk?

3rd Dec, 2022

Source: Fidelity
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Three tips for investing success

Broadly speaking, the most successful investors don’t think in terms of days or weeks. Their strategies are usually built around much longer investment time blocks – often years or even decades.

17th Nov, 2022

Source: Vanguard
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Opportunities within fixed income

J.P.Morgan share why they feel a focus on quality and defensive treasuries and investment grade (IG) bonds makes sense given the economic uncertainty ahead.

16th Nov, 2022

Source: J.P Morgan Asset Management
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Meet the Manager – Kyle Macintyre from Firetrail Investments

Future Generation conduct an in-depth interview with Kyle Macintyre from Firetrail Investments.

15th Nov, 2022

Source: Future Generation
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How to build investing confidence

Here are some tips that can help you build confidence in your investing approach, no matter what the markets are doing.

7th Nov, 2022

Source: Vanguard
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The benefit of investing early

You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk while increasing your reward?

28th Oct, 2022

Source: Vanguard
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Being proactive about your portfolio allocation

The current conditions are an opportune time to take stock of your investment holdings – but reviewing your portfolio should really be an ongoing exercise.

25th Oct, 2022

Source: Vanguard
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Importance of diversification in times of uncertainty

In an uncertain market, diversification across different asset classes, countries, sectors and regions is paramount. Global shares offer diversification across sectors and themes that would not be possible to achieve by investing in Australian equities alone.

24th Oct, 2022

Source: Fidelity
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Investing in property via REITS

For those who want to invest in the property sector without the responsibility of a mortgage or maintenance costs, there is the alternative of Real Estate Investment Trusts (REITs) ETFs.

27th Sep, 2022
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Meet the Fund Manager | Sean Fenton | Sage Capital

Future Generation conduct an in-depth interview with Sage Fund Manager, Sean Fenton. Topics include: 1 to 5 year outlook for equity markets; portfolio construction; investing lessons from 25 years experience.

26th Sep, 2022

Source: Future Generation
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Strategic asset allocation: a timeless solution

While adopting a tactical asset allocation might seem tempting during bouts of heightened volatility, the timing and skill required to perfectly execute a portfolio shift is near impossible. Sticking to a strategic asset allocation however is likely to yield better returns.

22nd Aug, 2022

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