Insights 19 Feb 2019
If volatility is here to stay, portfolio protection is more important than ever
Investors with balanced portfolios (50:50 bonds and shares), may have found their share market declines became balanced by their bond returns.
Insights 28 Nov 2018
Get your portfolio ready for 2019
To wrap up 2018, Arnie Selvarajah, Bell Direct CEO, and Julia Lee, Bell Direct Equities Strategist, have teamed up to give you their investment outlook for 2019.
Insights 28 Nov 2018
“Horses for courses” - The various uses for fixed income
Different approaches to fixed income – absolute return and benchmark relative – solve different investment problems for investors.
Insights 27 Nov 2018
How Fixed Income can reduce your risk
For Australian investors, who are heavily invested into equities, many may not appreciate the benefits of fixed income, otherwise known as bonds.
Insights 30 Oct 2018
October Market Overview
In her October monthly review, Julia shares her insights on two sectors coming under pressure and whether the outperformance of gold will last.
Insights 29 Oct 2018
Maths not (black) magic
Understand the simple maths that underpins bonds and you’ll understand why it makes sense to include bonds in your investment portfolio.
Insights 26 Sep 2018
September Market Overview
In her September monthly review, Julia shares her insights on how to detect if the current bull market is coming to an end.
Insights 20 Sep 2018
Why would anyone pay a premium to buy a bond?
How much should you pay for a premium bond?
Insights 30 Aug 2018
August Market Overview
In her monthly review, Julia discusses banks repricing their morgage books and shares her insights on which sectors are under pressure given recent political risk.
Insights 28 Aug 2018
Portfolio Building - a risky but rewarding business?
Building a well balanced portfolio may seem daunting. Nick Groves from Money Management interviews investment professionals including our Equities Strategist Julia Lee on how to get your asset allocation mix right before delving into "what's under the bonnet".
Insights 26 Jul 2018
July Market Overview
In her monthly review, Julia shares her insights on which stocks are well placed ahead of the reporting season and which sectors are overweight.