The benefits and challenges of a long-short equity strategyBY JASON TODD | FRIDAY, 13 JUN 2025 2:49PM A long-short equity investment strategy can help investors profit from rising and falling markets, even when prices drop sharply.
 Rethinking financial planning for millennialsMany financial advisers steer clear of younger clients in the belief that they don't generally have much to invest and are too young to be interested ...  Calming volatile markets with alternative strategiesThe concept of diversification was famously described as the 'only free lunch in finance' by the father of portfolio theory, Harry Markowitz.  How to really defend your portfolioNo-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 ...  Sell in May and go away, but don't bet on itA well-known saying in the share market is 'Sell in May and go away'. That piece of advice is based on the idea that share prices are likely to dip after ...  Achieving portfolio excellence in post-HayneOf all the revelations that the Hayne Royal Commission highlighted earlier this year, it was the issue of institutions charging a customer a fee for no ...  Active versus passive in fixed incomeGiven the recent passing of Jack Bogle, who is largely considered to be the father of passive investing, we felt it might be a reasonable time to look ... Zombie killers neededOne of the key ingredients to reality television is kicking out characters at the end of each episode. It's a fast-track way for the program to renew ...  A failure of intent"Effective leadership is key. Leaders drive culture. Whether they do it by accident or by design, and whether culture is set by those at the top of the ... Scorecard not pretty for active managersThe SPIVA scorecard on active funds in the US is out, courtesy of S&P Dow Jones Indices. Unless you are an index manager, it's not pretty.  Positioning portfolios for a late cycle environmentAs Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ... |
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Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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