If you’d like to be added to an email list to receive a notification when new articles are added to this page, please email reception@loricapartners.com.au
Active managers talk a big game — the scoreboard disagrees (2 mins read).
Explore the data behind stock market returns and why holding a diversified portfolio is crucial for long-term success. (2 mins read)
Joseph Portelli shares why a personal experience of how being a financial adviser can help people through life's most challenging transitions. (2 mins read)
This article considers the impact of dying without a Will in place or losing mental capacity without a Power of Attorney (2 mins read).
Each year Credit Suisse publishes a Global Investment Returns Yearbook[i]. In a world that continues to focus on short-term noise, the 2021 Yearbook provides data to help remind us about the importance of a long-term mindset when it comes to financial markets and your own financial plan.
We have captured below some of the key messages in the 2021 Yearbook. (5 mins read)
Read MoreAt the time of writing, we find ourselves in the throes of another bull market for the crypto sector. The market capitalisation of Bitcoin has recently passed the USD 1 Trillion mark for the first time. The digital currency born just over a decade ago has created many zealous followers; and staunch critics and has left many investors just scratching their heads as to how this invented digital currency can experience such a meteoric rise. While it is easy to dismiss Bitcoin as the new tulip of 2021, there is more to the story than the spectre of bitcoin, tulip or not. (4 mins read)
Read MoreA Harvard professor explains why society is not necessarily getting happier as we get richer (3 mins read)
Read MoreOnce in a rare while, there comes a year in the economy and markets that serves as a master class in the principles of successful long-term, goal-focused, planning-driven investing. Last year, 2020, was one of them (3 mins read)
Read MoreEach of our clients work with Stewart Partners for different reasons. During the past year, some clients have told us engaging with their children was the most valuable work we did for them. Over time, we have noted a number of themes, so have compiled a list of areas we think working with Stewart Partners may benefit you and your family. (4 mins read)
Read More2020 was a reminder that financial markets and the economy do not march in step (3 mins read)
Read MorePart 2 of our Sustainable Investing article examines whether it delivers lower expected returns for investors compared to conventional investing (5 mins read)
Read MoreThe first of our two part article exploring Sustainable Investing focuses on defining what it means and how it has a growing impact on all investors, regardless of their values (5 mins read)
Read MoreIn his new book, “Ask”, Dan Solin (a friend of Stewart Partners) looks at studies in the fields of psychology and neuroscience to understand how people can make deeper connections with anyone. A sense of curiosity is key. (3 mins read).
Read MoreThe 2020 Federal Budget is all about jobs and spending to make more jobs. This article covers announcements most likely to impact clients of Stewart Partners and their families (5 mins read)
Read MoreWhen stockmarkets are volatile, gold prices often jump. Any investment which has recently risen in value will receive media attention, so people want to know if they should react. Stewart Partners’ approach to investing is founded on evidence, so we do not include any direct exposure to this commodity in client portfolios. Let us explain why. (5 mins read)
Read MoreThe global economy is not healthy, yet many stockmarkets appear quite buoyant. The Nasdaq 100 Index in the US is up 30% since the beginning of 2020. Is there a disconnect? (4 mins read)
Read MoreTo have a successful long-term investment experience, it is essential every investor understands what the journey ahead will look and feel like. (3 mins read)
Read MoreNo one needs reminding of events of the past 12 months, but it’s worth reviewing market returns over this period because some may be surprised by the results. (3 mins read)
Read MoreWhilst helping our clients get their financial house in order is an important step to living a great life, being financially independent, in itself, provides no guarantee that you will achieve happiness and wellbeing. This article provides some additional structure to help you live your best possible life (4 mins read)
Read MoreGiven the accepted benefits of diversification, the question is, why don’t investors hold highly diversified portfolios? One reason is that it is likely most investors don’t understand just how risky individual stocks are. To correct that lack of knowledge, this article reviews some of the available research. We think most investors will be shocked at the data on individual stock returns. (6 mins read)
Read More8 important lessons from the COVID pandemic for investors to remember for the future (5 mins read)
Read MoreThis article shares thoughts on the post Covid-19 economy from Ed Lazear, Professor of Economics at Stanford (3 mins read).
Read MoreGlobal stockmarkets rebounded strongly last week, highlighting the challenges of trying to time markets. This article looks at historic volatility and market returns over the following five years (3 mins read)
Read MoreThis update covers the Government measures announced on Sunday, 22 March and the impact (primarily) on pensioners, small businesses and mortgagees (4 mins read)
Read More
![Joe_Portelli_373[1].jpg](https://images.squarespace-cdn.com/content/v1/616e358e3d0eca6d6ae5bb93/626fefb9-24cb-4877-b79a-32c234092e03/Joe_Portelli_373%5B1%5D.jpg)
