Fund manager insights

This week I attended an investment conference where a number of fund managers presented on their funds.  While of course there was an element of salesmanship in the presentations (each manager made a compelling case why investors should choose their…

Portfolio Rebalancing

When an investment portfolio is created, it is (or should be) based on the risk appetite and return requirements for that particular investor.  For example, an investor approaching retirement may settle on a balanced portfolio of 50% growth assets (equities…