Active and passive investing — stronger together
The active investing vs passive investing debate is overblown. Together, they form an intelligent partnership resulting in stronger total portfolios than just passive only or active only portfolios.
Investment market impacts of coronavirus
Trying to measure the coronavirus-impact on Australian companies is fraught. There’s a natural human desire for clear-cut answers, but that’s not always possible when putting industries under a microscope.
Flat earnings growth but share markets rocketed. What gives?
MLC discusses how 2019 ended with the global share market up despite lacklustre earnings growth, and how we are defensively positioning portfolios considering the many possible scenarios.
2019 calendar year in review
Despite macro concerns, 2019 was a good year for investors. In early January, with 2019 behind us, MLC's Portfolio Specialist John Owen will provide you with a review of what happened in investment markets over the year.
ASX ex-20 stocks: the sweet spot for earnings power
Many Australians’ equity portfolios have a large cap bias. However, broadening equity exposure to ASX ex-20 stocks provides access to potentially even more earnings power capable of driving greater total returns.
Equity income to address the income recession
Low interest rates are a headwind for people reliant on savings-interest related income. Despite this, the income cupboard isn't bare. Shares, especially Australian shares, are a sizeable income provider.
Diversification and being fee-smart always in vogue
Diversification and being fee-smart are timeless investment principles. They’re not magic bullets, but have served generations of investors.
Nimbleness especially important amid geo-political risks
MLC discusses continued trade tensions keeping markets on edge, the slow-motion Brexit drama persisting in the UK, and how MLC is defensively positioning portfolios considering the many possible scenarios.
LCS: delivering true diversification
A low-correlation strategy increases diversification as the portfolio will move independently of broader markets, which is vital to protect portfolios from unexpected market shocks.
Why implementation matters more than you think
Implementation involves the movement and daily management of investment assets, and while that may sound simple, doing it efficiently is a vital cost-saver.
"How good" is liquidity
Investment markets are cyclical and as past events have shown, also vulnerable to shocks, which can potentially create liquidity challenges. Responsible investment managers need to be prepared for whatever happens.
Read more about why implementation matters more than you think
The liquidity landscape has changed
When it comes to liquidity, it’s the scrutiny of investment managers that matters most. When the next market disruption occurs central banks may not be able to bail markets out.
Manager changes in MLC's global strategies
We've made some changes to our global shares investment managers and their weights. We’ve increased the strategy’s active stock positions by reducing the managers from seven to six – removing Harding Loevner. We expect these changes to slightly improve the return potential of our global shares strategies.