6 August 2026

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The strange effect of the 30% minimum capital gains tax Does your will qualify for the discretionary testamentary trust exemption?Ranking three common retirement strategies Are you making these SMSF mistakes?Why Australian shares are falling behind the world

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Home / Mean Reversion

Mean Reversion

1-4 out of 4 results.

Managing the threat of rising volatility risk

Andy Sowerby
1 February 2018
1

Volatility continues to hit record lows despite political upheaval and the start of interest rate normalisation. But, as inflation continues to take root, can active strategies help investors protect their portfolios from downside risk?

This is mean (-reverting that is)

Roger Montgomery
27 March 2015

Fundamentals might not be making a lot of sense right now, but sooner or later mean reversion will kick in. Nobody knows the timing but you should be standing near the exit doors to take advantage of it.

Rob Arnott seeks many happy returns

Graham Hand
5 December 2014
4

Smart beta strategies are now common but they were a quirky idea when Rob Arnott set up his first fund. This veteran of US investing talks about asset allocation, demographics and the state of the asset management industry.

Long term equity returns and mean reversion

Robert Stewart
5 December 2014
2

The 'buy-low, sell-high' mantra implies markets are mean reverting and periods of extreme negative returns are not likely to be sustained. Unfortunately, we find it hard to invest when markets are in the doldrums.

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The strange effect of the 30% minimum capital gains tax

The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.

Tony Dillon
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Does your will qualify for the discretionary testamentary trust exemption?

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Ranking three common retirement strategies

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Mark LaMonica CFA
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Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Marcus Padley
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Why Australian shares are falling behind the world

Australia’s market boasts a long record of outperformance, but recent results tell a different story. Is the ASX’s lagging performance a temporary setback or evidence that structural forces will keep global markets ahead?

Mark LaMonica CFA
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Australia has saved $4.5 trillion for retirement. Here's what matters more

Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year.

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8 July 2026

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