Investments

Look back with interest

Understanding the importance of asset allocation and stock selection

One of the oldest debates in investment circles is whether asset allocation or stock selection is the main driver of portfolio performance. As with the active versus passive debate, however, any successful investor will have realised by now that it is foolish to be in either camp, or that it is far wiser to utilise a combination of both within your investment strategy.

Currency strategies in a balanced portfolio

Comparing private and public markets- What’s the difference?

Having evolved significantly since the high-leverage era of the late 1980s, private equity’s value proposition has shifted over the years from a focus on financial engineering, to the creation of operational value in investee companies. Consequently, the lines have become blurred between private and public markets, as the underlying asset for investors is essentially the same for both – an operating company.