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PORTFOLIO MANAGEMENT News & Analysis

The US dollar looks overvalued. Should individual investors care?
Personal Finance
The US dollar looks overvalued. Should individual investors care?
Some things are a lot more important to professional investors than everybody else.
Joseph Taylor | 05 June 2025
Young & Invested: Are robo advisers worth it?
Personal Finance
Young & Invested: Are robo advisers worth it?
Can investing be made simple?
Simonelle Mody | 04 June 2025
Micro-investing apps vs ETFs
Personal Finance
Micro-investing apps vs ETFs
The difference and how to choose between the big players
Shani Jayamanne | 12 May 2025
Future Focus: 3 lessons we can learn from a man responsible for $16 trillion
Personal Finance
Future Focus: 3 lessons we can learn from a man responsible for $16 trillion
Vanguard’s new CEO shares fundamental lessons for investors on how he sees the world.
Shani Jayamanne | 24 March 2025
Unconventional wisdom: Should I sell this high flying share?
Personal Finance
Unconventional wisdom: Should I sell this high flying share?
My dilemma of how to handle a position in my portfolio that has grown too large.
Mark LaMonica, CFA | 14 March 2025
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Personal Finance
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Industry Super Funds all use a similar investment strategy based on the ‘Yale model’. There are signs it might not work as well in the future. 
Mark LaMonica, CFA | 09 March 2025
Unconventional wisdom: Are passive ETFs leading to lower returns?
Personal Finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
Mark LaMonica, CFA | 26 February 2025
Future Focus: Read this before you pick an ETF
ETFs
Future Focus: Read this before you pick an ETF
I run through the considerations for picking an ETF for your portfolio. 
Shani Jayamanne | 26 February 2025
Unconventional wisdom: 3 things you won't find in my portfolio
Personal Finance
Unconventional wisdom: 3 things you won't find in my portfolio
What we choose not to buy may be the most important financial decision we make. 
Mark LaMonica, CFA | 26 February 2025
Morningstar Guide to Portfolio Construction
Personal Finance
Morningstar Guide to Portfolio Construction
A 4-step framework to align you portfolio to your goals
Mark LaMonica, CFA | 12 January 2025