The movements in global equity markets over the past few weeks have rightly caused some concern for investors. Ahead of the seasonally favourable end-of-year markets, many equity indices have lost ground, with the ASX down 10% since the peak in February.
derivatives
How Atlantic House offers a practical approach to sequencing risk
Academic papers have been written on sequencing risk, which is really just a fancy word for taking a massive hit (most likely from the equity market) at the worst possible time – ie, close to or post-retirement.
A more predictable journey for international large-cap equity portfolios
UK-based Atlantic House Group has brought its rules-based investment approach to Australia to assist investors who are looking for a more predictable return from their equities portfolio.
SMSFs and derivatives – a potential diversification option
Investing in derivatives has been one of the popular investment options for savvy investors. As the ATO has been posing the question to some SMSF trustees whether their investments are appropriately diversified, do derivatives provide legitimate diversification opportunities for SMSFs?