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5 November 2026
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For decades, it’s been a truism that taking greater risks with stocks should equate to higher returns. New research casts doubt on that and suggests investing in ‘boring’ stocks and industries may be a better bet.
Harry Markowitz died last week at the age of 95. He was the 1990 Nobel Laureate and the father of Modern Portfolio Theory. He explained to me the magic moment when he realised how risk-return in portfolios works.
Harry Markowitz is the 1990 Nobel Laureate and Pensions & Investments Magazine's 'Man of the Century'. For his 94th birthday, he explains the magic moment of his Modern Portfolio Theory and Efficient Frontier work.
Investing across many different managers may not deliver the expected portfolio diversification if managers invest in the same way. Watch for diversification redundancy.
At age 87, Nobel Prize winner and investment legend Harry Markowitz is far from retirement, dividing his time between teaching, consulting and writing. He sat down with Cuffelinks to share his wisdom.
Modern portfolio analysis has evolved since the 1950s with each innovation building on the existing body of knowledge. The work of the pioneers of funds management analysis is still influential today.
Nobel Laureate Harry Markowitz gave us the foundation of modern portfolio management in 1952, but he is now working on providing online retail financial advice and asset selection according to risk profiles.
Harry Markowitz, the 1990 Nobel Laureate and Pensions & Investments Magazine's 'Man of the Century', explains his views on risks and returns and how he arrived at his Modern Portfolio Theory and Efficient Frontier.
A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.
What if the best superannuation strategy isn't about earning more, but acting before your options disappear? Several overlooked planning windows are narrowing, with consequences that can last for decades.
A decades-old estate planning tool has survived one tax crackdown only to be caught by another. The surprise isn't who the reform is targeting, but who could end up paying the price for drafting choices made years ago.
Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie.
Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.