|March 2012||Beware of Hybrids’ Risky Business
In March 2012, The Australian published an article highlighting the recent marketing of hybrid securities to investors. The chairman of Stewart Partners, Nigel Stewart, appeared in the article expressing how investors need to understand the risks behind hybrid securities.
|February 2012||How do my investment returns compare to similar investors?
There are three pieces of information we can use to substantiate that our evidence and outcomes based investment approach consistently provides medium to long term investment returns that are superior to what most investors receive.
|July 2011||How the Icelandic People have Boldly Tackled the Legacy of the GFC
All humans have inbuilt biases when making decisions. Unfortunately, many of them are diametrically opposed to the systematic approach one should adopt for the ongoing management of your investments. Research has actually quantified the cost to investors of allowing emotion to overwhelm reason.
|October 2011||The Implications of Behavioural Biases on Investment Decisions
Recently a client of Stewart Partners travelled to Iceland to experience first-hand how the population has dealt with effectively going broke during the GFC. The reality came as quite a surprise.
|April 2011||Learnings from the Norwegian Sovereign Wealth Fund
The Norwegian fund is one of the largest in the world, holding 1% of all global equities. A recent academic study of the fund’s investment strategy identified seven risk factors that the managers were recommended to target in order to achieve higher expected returns. We detail these factors and discuss how Stewart Partners already incorporates them into our client strategies.
|April 2010||Market Timing is Hard
A U.S financial market and media commentator who has tracked more than 160 financial adviser newsletters since 1980 found that none of these advisers were able to recall any of the four major stockmarket turning points over the past decade.