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PORTFOLIO MANAGEMENT News & Analysis

5 things professional investors do that you shouldn’t
Personal Finance
5 things professional investors do that you shouldn’t
Ignoring the compelling sounding strategies of professional investors can be hard. It just might be the secret to getting what you want out of your...
Mark LaMonica, CFA | 23 June 2025
Young & Invested: The one ETF portfolio
ETFs
Young & Invested: The one ETF portfolio
99% of investors won’t be the next Warren Buffett – luckily, we don’t need that to be successful.
Simonelle Mody | 17 June 2025
The US dollar looks overvalued. Should individual investors care?
Personal Finance
The US dollar looks overvalued. Should individual investors care?
Some things are a lot more important to professional investors than everybody else.
Joseph Taylor | 05 June 2025
Young & Invested: Are robo advisers worth it?
Personal Finance
Young & Invested: Are robo advisers worth it?
Can investing be made simple?
Simonelle Mody | 04 June 2025
Micro-investing apps vs ETFs
Personal Finance
Micro-investing apps vs ETFs
The difference and how to choose between the big players
Shani Jayamanne | 12 May 2025
Future Focus: 3 lessons we can learn from a man responsible for $16 trillion
Personal Finance
Future Focus: 3 lessons we can learn from a man responsible for $16 trillion
Vanguard’s new CEO shares fundamental lessons for investors on how he sees the world.
Shani Jayamanne | 24 March 2025
Unconventional wisdom: Should I sell this high flying share?
Personal Finance
Unconventional wisdom: Should I sell this high flying share?
My dilemma of how to handle a position in my portfolio that has grown too large.
Mark LaMonica, CFA | 14 March 2025
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Personal Finance
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Industry Super Funds all use a similar investment strategy based on the ‘Yale model’. There are signs it might not work as well in the future. 
Mark LaMonica, CFA | 09 March 2025
Unconventional wisdom: Are passive ETFs leading to lower returns?
Personal Finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
Mark LaMonica, CFA | 26 February 2025
Future Focus: Read this before you pick an ETF
ETFs
Future Focus: Read this before you pick an ETF
I run through the considerations for picking an ETF for your portfolio. 
Shani Jayamanne | 26 February 2025