Tag: performance

Over the Hedge

A recent press article said that with major risk assets looking “fully valued”, it was time to seek out alternative investments such as hedge funds. But those thinking of making that shift might want to look before they leap. According to consulting firm McKinsey and Co, hedge funds and other “alternative” investments will command up […]

Ten Stocks for Ten Years

‘Ten Stocks for Ten Years’ – that was the headline in The Australian Financial Review nearly 5 years ago. The paper had interviewed analysts to identify 10 stocks to ride out the next decade with. Nearly half way through, how are they going? Resource and energy stocks topped the AFR’s December 2009 list of the […]

Smart Money Investing

When you’re making any purchasing decision, you make a judgement about whether you believe you’re getting value for money.  Along with price, other things that may come into the calculation include convenience, great service or in the case of luxury goods, the perceived effect on your social status. But when it comes to money management, the [...]

The Art of Letting Go

In many areas of life, intense activity and constant monitoring of results represent the path to success. In investment, that approach gets turned on its head. The Chinese philosophy of Taoism has a word for it: “Wuwei”. It literally means “non-doing”. In other words, the busier we are with our long-term investments and the more [...]