Is there too much economics news in the media?
An interesting article that you may find of interest….
http://www.smh.com.au/business/far-too-much-economic-news-for-our-own-good-20110612-1fzbt.html
Articles tagged with Investment strategy
Asset Class investing strategy in the media
Below is a link to a New York Times article exploring Dimensional’s philosophy, history, and enduring relationships with advisors and institutions, which may be of interest.
Top Five Questions Investors Ask
The GFC and subsequent volatility has increased the number of questions being raised by clients, with the questions below being the Top 5 heard at Fidelity over the past twelve months. (more…)
Oliver’s Insights – Review of 2010 and outlook for 2011
Key Points:
- 2010 has been somewhat disappointing for investors, with a continuing economic recovery but various macro scares resulting in a constrained and volatile ride for share markets and other related investments.
- 2011 is likely to see global growth continue and this, combined with attractive valuations and easy money, is likely to underpin renewed acceleration in the recovery in shares and other growth-oriented investments.
- Key risks relate to the US housing market, sovereign debt in advanced countries and emerging market inflation. However, with shares cheap and so much liquidity around it’s also possible that returns surprise on the upside after the consolidation of 2010. (more…)
Straight thinking creates wealth for top fund manager investors
Dimensional Fund Advisors focuses on small cap stocks and value. Robust investment processes have put its 10-year track record for its Australian Value Trust 4.2% ahead of the S&P/ASX 200 accumulation index over the same time. DFA’s operating criteria include focusing on things within its control, staying disciplined and having diverse investments. Acting as neither a conventional manager nor index manager, DFA’s solid strategies have grown wealth for its investors. (more…)
10 ways to trip yourself up when investing
The ‘average investor’ has 10 ways they trip themselves up. Do you show any of these tendencies?
Think you have an idea about what the “average investor” might be? You may well be surprised to know they have 3 major attributes: they are overconfident, they are short sighted and they pretty likely to buy shares at the worst time. What they don’t possess is the ability to think long term and be disciplined in their financial approach. (more…)
Market update: why the long face?
Share market volatility in the past few weeks has renewed uncertainty — even gloom — and diminished investors’ taste for risk. There’s European public debt and Chinese economic tightening worries, along with regulatory action against US and European banks. Concerns around Australia’s planned ‘resource super profits tax’ haven’t helped the impact on our shares and dollar either. While none of this sounds very good, here’s why it’s probably not a bear market — and certainly not time to throw in the investing towel. (more…)
How Staying Seated Pays Off
In the middle of the biggest share market downturn in decades, investors were flocking to the tried, the true and the familiar. Small and risky was no longer beautiful. But 12 months is a long time in the financial markets. (more…)
Shares’ hiccup evokes 2004 — the trend is up, just mind the bumps
Shares have fallen in the past couple of weeks (due mainly to tightening in China, US bank regulation and sovereign risk). But it’s no cause for despair: predications are on track for a rising trend this year — albeit a bumpy ride. Indeed it’s looking like 2004 all over again. (more…)
From Cacophony to Symphony
Sometimes it’s hard to make sense of day-to-day noise in stock prices, particularly when news is thin on the ground. But that doesn’t stop lots of people from trying to discern predictable patterns in the racket.
Building coherent narratives out of random stock price moves, often under the pressure of constant deadlines is the job of journalists and research analysts. The most successful ones make it all seem perfectly rational and predictable.
This ability to communicate the idea that ‘this happened in the market because that happened’ is most brilliantly demonstrated when circumstances change two or three times in the space of a day or two. (more…)