One Four Nine Group’s Post

"While typically considered benign, passive index investing can come with unintended consequences." Passive investing, like owning the S&P 500 index fund, can be a straightforward and cost-effective strategy for long-term investors. However, it’s also important to consider how these strategies can expose you to full market downturns. Read the latest article in The Australian Financial Review newspaper from LGT Crestone's Head of Public Markets Todd Hoare about how passive investing can leave investors with "a much bigger mountain to climb in bad times." #equity #equities #markets #passive #active #lgtcrestone

Great article from Todd Hoare in the AFR today…the advantages of passive investing are well known, but the risks need to be considered as well.

Is #passive investing still a reliable strategy in this #evolving investment landscape? Though often viewed as benign, passive index investing can come with unintended consequences – having concentrated exposure to top #stocks, such as in the S&P 500, means #investors risk absorbing the full extent of the downside in times of market turbulence. As LGT Crestone Wealth Management Limited’s Head of Public Markets Todd Hoare outlines in The Australian Financial Review article, investors should consider the implications for their portfolios when blending passive and active strategies, and acknowledge that, just like returns, #investment styles are not persistent. Read more at the link below. #passiveinvesting #publicmarkets 

What are 11 truths those beginning their investing journey should understand? Check out this article written by our partner Jonathan I. Shenkman, AIF®, President and Chief Investment Officer at ParkBridge Wealth Management to find out: https://lnkd.in/eT_x8unM

Diversification is not only about spreading risk across multiple asset classes and sectors. Investors should also consider exposure to local and offshore shares. Head of Securities Wendy Myers discusses the importance of this approach in the recent #WealthPerspective here. https://lnkd.in/grQNJMQ6

Rob Macdonald, FUNDHOUSE, advocates for the responsibility of financial planners in safeguarding investors from dubious opportunities. In today's featured article on Blue Chip, Rob Macdonald draws attention to the enduring relevance of Charlie Munger's insights, particularly in light of recent investment challenges. Read the full article here: https://lnkd.in/ekcnzqbZ #financialplanners #financialadvisors #financialplanning #cfp #investment

Watch out for 'raisins that look like turds' in investing! Charlie Munger's wisdom warns against greed-driven pitfalls, like the recent BHI Trust collapse and GSPartners' unrealistic promises. Don't fall for the allure of high returns; beware of shady schemes and protect your money wisely. This article by Rob Macdonald is a must-read.

Betashares' Thomas Wickenden explains how smart-beta investing can help investors target different factors or manage concentration risk in portfolios. Learn more via Livewire Markets: https://lnkd.in/gvK3ZJMy

Advisers, are you up to speed with the latest shifts in the investment landscape? Our latest article uncovers our research, revealing key trends reshaping investment strategies. Discover how these trends could impact your clients' portfolios and your advisory strategies. For more in-depth analysis, view the 2024 Australian Financial Advice Landscape Report proudly sponsored by Lonsec & Numerisk. with Investment Chapter insights from Global X ETFs AU 👉 Link in comments. #InvestmentTrends #PortfolioManagement #FinancialAdvice #ETFs #ManagedAccounts #ActivePassiveFunds #AdviceMatters #2024AdviceLandscape

Take a deep dive into a genuinely international portfolio in the Murray International Trust plc with co-managers Marty Connaghan and Samantha Fitzpatrick who discuss the current portfolio in detail in a recent interview. abrdn Investment Trusts https://lnkd.in/e3CaqEA5