About the Author

John Dyall
Head of Investment Research, Rainmaker Information Pty Ltd

Head of Investment Research, Rainmaker Information Pty Ltd

Expert Feeds Published

Being pessimistic by nature, I was somewhat surprised to receive a message from abrdn Australia (the new iteration of Aberdeen Standard) in response to a previous column on the importance of long volatility ...
Jargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with, even if they are busy nodding their head in agreement ...
If you are anything like me, thinking about Bitcoin for any length of time can make your head spin. It's supposed to be a digital currency, but I've only met one person who ever actually bought anything ...
At the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever. Sorry. If the short squeeze on Gamestop tells us anything it is that the craziness continues. For those ...
Anyone who is a close reader of these columns knows what a sucker/well-informed expert I am for a fresh way of analysing fund performance. Recently I was looking at products considered alternative strategies.
There's something in the air tonight and for once it's not COVID-19. There's a saying in investments that "the trend is your friend". If true, fund managers are certainly making ...
For the longest time financial advisers have used a concept called "Risk Profiling" to build portfolios for their clients. They would ask their prospective clients a series of questions meant to indicate ...
There's a joke that has one fish swimming past another fish and asking: How's the water? The other fish replies: What the hell is water? That's a question many of us would answer if it was asked about ...
When I was younger I used to enjoy a good argument, or at least what I thought passed for one. Now I like to present information based on good data and have the audience make up their own minds on what ...
No-one in their right mind would invest purely in a single asset class. Most people are invested in what is called a "balanced" portfolio that contains 60-70% of their assets in equities. "Balanced" is ...

Articles Published

When people buy equities they are buying more than part ownership of a company. They are buying multiple sources of return: Dividends, retained earnings and changes in the valuation of the company. Understanding ...  ...
Traditional fixed income used to be the most boring of asset classes. Sure, there were some funny concepts to get your head around - like the fact that capital values went down when interest rates went ...  ...