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Cornerstone Insights

Year of surprises ends on high note

An almost complete U-turn in interest rate predictions drove a Santa Claus rally that gifted investors with bumper gains from both global and Australian shares in the December quarter.

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Strong year for Cornerstone portfolios

Robust market conditions meant the Cornerstone portfolios finished the year in good shape as our disciplined investment strategy optimised returns from major asset classes – while also minimising the risk of loss.

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How Cochlear beat health sector blues

The hearing implant manufacturer defied headwinds facing the health sector in 2023 to deliver double digit gains to investors. Other medical technology companies may now follow suit.

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Has China’s economy lost its lustre?

All eyes are on China’s economy in the Year of the Dragon as a slowdown could affect financial markets. The good news for Australian investors is the local impact may be minimal.

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Why I’m a life-long learner

Meet Jelena Stevanovic from Platypus Asset Management and hear about her role as one of the fund managers who invests in Australian shares on behalf of Cornerstone clients.

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How to avoid this common retirement challenge

A mathematical quirk can derail retirees’ investments.

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Hear from the investment experts for the latest market and portfolio update

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All eyes on interest rates

The rate outlook is a big factor driving investment returns.

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How the portfolios performed in Q3 2023

The market environment has been ripe for stock picking.

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Three stocks that delivered the goods

Find out the top holdings in our direct share portfolio.

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Understanding multi-manager investing

How handpicked fund managers make your capital work harder.

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Why I love a good conversation

Meet Jane Williams,
Senior Research Analyst,
Russell Investments
in Sydney.

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Shares defy gloom to buoy returns

Sharemarkets capped off the financial year with another solid quarter but the outlook for some assets is now less certain.

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Beyond mainstream investing

We take a close look at “alternative investments” – a less understood part of our portfolio which has performed well.

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Why we own Harvey Norman

Find out why Harvey Norman is one of our direct equity investments – and how it fits with our other shareholdings.

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My biggest lesson in finance

Get to know one of the fund managers responsible for your capital – Andrew Zenonos from Russell Investments in Sydney.

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How your portfolio performed

The market environment has been ripe for stock picking.

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How to cope with market volatility

Knowing when to enter unpredictable markets can be a challenge even for seasoned investors. Here’s how dollar cost averaging can help.

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Cornerstone Financial Group Pty Ltd is a wholly owned subsidiary of Invest Blue Pty Ltd (ABN 91 100 874 744) which is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

This website contains factual information only about the Cornerstone and Russell Investments Managed Portfolios. The information provided is not intended to imply any recommendation or opinion about a financial product. This website has not been prepared having regard to any retail investor’s objectives, financial situation or needs. Before making an investment decision, an investor should also consider the latest disclosure document in respect of the Cornerstone Managed Portfolio (‘‘Disclosure Document’’) and / or seek financial advice in deciding whether to make or continue to hold, an investment in the Cornerstone Managed Portfolio. The Disclosure Document can be obtained by contacting a financial adviser or the platform operator(s) offering the Cornerstone Managed Portfolio.

Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIM) is the Investment Manager of the Cornerstone Managed Portfolios.