Trade execution is crucial, directly affecting the price, cost, and overall return of a trade. While poor execution can result in higher costs due to wider bid-ask spreads, slippage, or unfavourable market timing, effective execution ensures trades are made at optimal prices with minimal costs,...
Advisers appeared to take a dual approach to the volatility that rocked markets in early April after US President Donald Trump announced wide-ranging tariffs on Liberation Day. AUSIEX trading data suggests many are positioning for a broad recovery via exchange traded funds (ETFs), while also...
Global institutional investors are increasing allocations to digital assets in a shift which may have implications for Australian financial advisers. A new joint report by EY Parthenon and Coinbase found that 86% of institutional investors either had exposure to digital assets in January 2025 or planned...
How has residential property performed over the last twenty years compared to that of other assets such as shares and gold? There are many options available to investors these days, including crypto, savings, commodities and commercial property, but the most popular are residential property, shares and...
Market pundits are looking beyond the Magnificent Seven technology stocks in anticipation the valuations of other companies will encourage trading across a broader range of sectors in 2025. Expectations for global sharemarkets over the next year are mixed, though there is general agreement that gains are...
Review your investments regularly to make sure you're on track to reach your financial goals and you're comfortable with the investment risks. Find out how to review your investments' performance and what to do if you're not getting the returns you expect. Monitor your investments regularly How often...
Here's what a zombie company is and why they can be a detractor to your returns Australian Securities Exchange (ASX) data shows more than three dozen companies have been delisted from the Australian share market so far this year. The majority of those delistings have been voluntary,...
Economic downturns are inevitable, but a well-constructed investment portfolio can withstand market volatility and protect your financial future. Building a recession-proof investment portfolio involves strategic planning and diversification to minimize risk and maximize returns during economic challenges. This article provides insights into creating a resilient...
Staying the course is sage advice for long-term investors anxious about market volatility — and for good reason By looking at how markets have performed over time, we can put current events into context and appreciate the benefits of a long-term and well diversified investing strategy. The...
Discover why having a core-satellite approach to your portfolio is a powerful investment tool. What is a core-satellite strategy and why is it so powerful? In essence, core-satellite is an investment approach that combines the benefits of index funds—lower cost, broader diversification, tax efficiency and lower volatility—...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares. 
