Many savers feel that they are, at last, enjoying higher rates of interest. Read more

Well, you could have knocked me down with a feather when I calculated the annual flows to unlisted unit trusts versus annual flows to exchange-traded products. For the period to March 2023 ETPs gained $10 billion. Not as much as in previous years but ... Read more

Recently someone sent through a job alert for a position in charge of portfolio construction for major industry super funds. Read more

Many years ago, I applied for an internal role as head of unit trusts at a large wealth manager. I didn't get that role. They wanted someone with leadership potential. Read more

Everybody does it. Even me. It's nothing to be ashamed of. It's not even illegal. It's answering the question "Does active management outperform" by putting all active funds together in a big pot, calculating the average, or the median, return, and ... Read more

My old boss once said I was like a dog with a bone, except that the bone was buried in the backyard, and I'd keep digging until I found it. And that's why I'm going to talk about value and growth styles again. There are more bones out there. Read more

It's Lent in the Christian calendar and time to consider one of the most famous parables in the Bible. The story of the prodigal son has many things to say about issues that still face families today. Read more

Our eight-year old asks lots of questions about time travel. Would I rather travel to the future or the past? And why? Read more

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 strategies in protecting equities portfoli ... Read more

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, and it's also an acknowledgement I ... Read more