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Asset Allocation

The multi-asset perspective, covering trends across key asset classes and relative weightings between them.

Asset Allocation

What have we learnt from 2018? Year in review

Something unusual may have happened in 2018, and it’s not a double-digit correction in equity markets. The rare event is that for the first time in at least 25 years,...
Pengana Capital Group
Pengana Capital Group
Asset Allocation

Healthy outlook for dividend yield in 2019

Forecast for shares income, including from the banks, remains solid. For the “glass half empty” thinkers, there is plenty of bad news to focus on in 2019 – the Trump...
AWC
BHP
RIO
+2
Dr Don Hamson
Plato Investment Management
Asset Allocation

The 3 trends that matter for asset allocation

What trends will matter for asset allocation in 2019? Our Multi-Asset Solutions team share three factors that have influenced their shorter-term and longer-term asset...
Kej Somaia
First Sentier Investors
Asset Allocation

The year of investing dangerously

2018 was the year of living dangerously as far as the stock market was concerned. The year began with a bang, cheered on by the global growth squad. However, unbridled...
CSL
Jason Teh
Vertium Asset Management
Expert Insights

A cautionary tale for payday lender stocks

Factoring in environmental, social and governance into your appraisal of a company not only helps find more profitable investments, but can also help you avoid...
Livewire Exclusive
Livewire Markets
Asset Allocation

6 Common-sense rules for shorting the market

In my last Livewire post, I commented that The Vega Fund would be looking closely at economic data over the coming months to determine whether it should remain long...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital
Asset Allocation

Do you really want to set and forget?

The annual returns of investment markets are clearly positive over a long period of time, and when markets go through bad periods often the advice is to effectively...
Nick Reddaway
Nick Reddaway
Drummond Capital Partners
Expert Insights

It’s active AND passive (not active OR passive)

The debate on active versus passive has gone on for years, with many investors loyal to one camp of the other. But… Why not use both? Christian Obrist, Head of iShares...
Livewire Exclusive
Livewire Markets
Asset Allocation

The bubble in everything (and how to manage it)

There is (arguably of course) a bubble in nearly every mainstream asset class. A bubble in debt markets, a bubble in property, a bubble in equity, a bubble in private...
Jerome Lander
WealthLander
Asset Allocation

Are my investments stuffed?

Yes, your investment portfolio is quite realistically stuffed. At least in terms of being best aligned with what you need or want. At the very least, the investment...
Jerome Lander
WealthLander
Expert Insights

ETFs in times of stress

Close to US$250 billion has poured into Exchange Traded Funds (ETFs) so far this year, and this flow continues unabated. However, prominent active managers such as...
Livewire Exclusive
Livewire Markets
Rapid Fire

Another way to yield 6%

With franking credits in Labor’s sights, and half of Aussie income coming from a handful of stocks in sectors under duress, we asked Dan Pennell, Senior Portfolio...
TLS
Livewire Exclusive
Livewire Markets
Expert Insights

The five stages of a company’s lifecycle

Fund managers need a distinct and reliable process to maintain their edge and keep them ahead of the index. When we sat down with Peter Rutter, Head of Global Equities...
Livewire Exclusive
Livewire Markets
Expert Insights

Asset Allocation hasn’t mattered… but it will

A rising tide lifts all boats, and the ten-year bull market has made it more important to be in the boat than to be sailing it well. Simon Doyle at Schroders Australia...
Livewire Exclusive
Livewire Markets
Asset Allocation

Diversifying your portfolio to weather market ‘down days’

Investors received a timely reminder yesterday that equity markets do not always rise. For only the second time this year the Australian equity market fell by more...
Patrick Hodgens
Firetrail Investments
Expert Insights

Not the time for a big position in equities

We sat down with Simon Doyle, Head of Fixed Income & Multi-Asset at Schroders Australia, and asked him how he would allocate a million dollars today. In his responses...
Livewire Exclusive
Livewire Markets
Expert Insights

When ‘defensive’ isn’t defensive enough

With challenges for equity markets rising, even a defensively positioned balance fund, with just 45-50% equity exposure could struggle to deliver positive returns,...
Livewire Exclusive
Livewire Markets
Expert Insights

Planning for the next 10 years

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were...
Livewire Exclusive
Livewire Markets
Expert Insights

How to prepare for a ‘doomsday scenario’

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...
Livewire Exclusive
Livewire Markets
Asset Allocation

Rising rates and a falling dollar put the squeeze on mortgagees

For Australians with a mortgage, there’s a good chance life is feeling somewhat tougher – and for good reason. For one thing, mortgage rates are increasing....
Andrew Macken
Montaka Global Investments
Asset Allocation

Outlook for risk assets improves but caution remains

In the first half of 2018, we have seen volatility return to markets, a breach of the much anticipated 3% handle for 10-year US Treasuries, and an agreed summit...
Kej Somaia
First Sentier Investors
Asset Allocation

The next twelve months for investors

What does the new financial year hold for investors? We asked a panel of nine respected managers from across the markets for the 5 key issues for FY19. Read on for the...
ALU
BLD
+4
Alex Cowie
Alex Cowie
Expert Insights

Investing ahead of the curve

While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment...
Livewire Exclusive
Livewire Markets
Expert Insights

Investing where we find the biggest mispricings

In emerging markets, there’s a small group of Chinese technology businesses that get all the attention. These firms make up a large part of the emerging markets index...
Livewire Exclusive
Livewire Markets
Asset Allocation

Stocks and strategies for stormy markets

The Dow Jones’ 2-day, 1,800-point correction, left many investors scrambling for ideas on Monday and Tuesday. By 10:30am Wednesday, many stocks had recovered close to...
Livewire Exclusive
Livewire Markets
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