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Asset Allocation

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

Latest: Asset Allocation

Asset Allocation

Ethereum hits new ATH: Are the crypto bulls back in town?

The second-largest cryptocurrency has broken its 2021 all-time high. That's a good sign for the wider crypto market.
Tom Stelzer
Livewire Markets
Asset Allocation

Cracking the code on growth investing

Growth investing is a well-known strategy in active management, but it is also a strategy associated with high volatility.
Arian Neiron
VanEck
Asset Allocation

How to invest $1 million in 2025 | Mid-year update

An update on my SMSF and lifting the lid on private equity with TMS Private Wealth’s Ben Clark.
James Marlay
Livewire Markets
Asset Allocation

When cash is also an investment

With the market starting to get a bit wild and silly, its time for a good contrarian piece on the virtue of cash
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Greg Canavan
Fat Tail Investment Research
Asset Allocation

The grey swans investors should be aware of right now (and how to navigate them)

Alastair MacLeod shares why grey swans like CBA’s valuation and US debt have Elston cautious - but not bearish - on markets.
Chris Conway
Livewire Markets
Asset Allocation

Bitcoin ETFs at a tipping point: from niche product to portfolio staple

With record inflows and local super funds watching, this asset is no longer just for speculators.
Bridget Nichols
Monochrome Asset Management
Asset Allocation

Claudia Kwan - returns without compromise: investing for impact & outperformance

David Clark is joined by Claudia Kwan, recipient of the Outstanding Individual Achievement Award at the Impact Investment Summit.
David Clark
Koda Capital
Asset Allocation

Active > Passive.... in India

Capturing Opportunities Before the Index
Edward Heng
India Avenue Investment Management
Asset Allocation

Real estate private credit market grows in importance

Compared to equities or investment-grade bonds, which carry higher risk, real estate-backed credit often delivers enhanced yield.
Mark Zukerman
Vado Private
Asset Allocation

Solving for retirement

The only thing that is clear about retirement is that a one-size-fits-all approach is destined to fail.
Alex Cathcart
Drummond Capital Partners
Meet The Investor

This SMSF investor isn’t chasing the ASX – he’s looking for global edge

Michael Barrett isn’t chasing headlines or hype. This history lover is investing globally, with clarity, conviction, and a long-term view.
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Anna Dadic
Livewire Markets
Asset Allocation

Deep fog over markets

Investment professionals live in a constant state of alertness over potential threats that may be lurking over the horizon.
Anthony Golowenko
MLC Asset Management
Asset Allocation

Invest or pay down debt? Why the answer isn’t so simple

Weighing the trade-off between reducing your mortgage and building long-term wealth through investing.
Anna Dadic
Livewire Markets
Asset Allocation

High net worth wake-up call to SMSFs as deposit rates hit 3-year lows

If more rate cuts come, already low term deposit yields could fall even more, leaving SMSFs and retirees with even fewer options for income.
Mark Zukerman
Vado Private
Asset Allocation

Rewriting the 60/40 Rule: Why institutional portfolios can’t ignore digital assets any longer

If you believe the world is changing, you need to believe your portfolio should too.
Mark Carnegie
MHC Digital Group
The Rules of Investing

Equities up, bonds behaving but what is the US dollar telling investors?

Markets may look calm, but Fidelity’s Niamh Brodie-Machura says investors need to double check their assumptions.
The Rules of Investing
Livewire Markets
Asset Allocation

Marc Lasry - Private equity’s play in the world of sport

David Clark sits down with legendary investor Marc Lasry, co-founder and CEO of Avenue Capital and former owner of the Milwaukee Bucks.
David Clark
Koda Capital
Asset Allocation

Opening the door to Australia’s institutional-grade property market | Ryan Bass

Ryan spent 16 years at UniSuper, was involved in more than $8 billion in property transactions & was one of the founding six behind iSelect.
CHC
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Murdoch Gatti
York Wealth Management
Asset Allocation

Is now the time to sell gold?

The gold price has doubled in AUD the past 30 months -- not bad for a defensive asset. Now is an opportune moment to take some profit.
David Tuckwell
ETF Shares
Asset Allocation

How retailers like Amazon and Coles could use stablecoins to cut prices and transform payments

Retailers could offer consumers who use their stablecoins a discount at checkout thanks to savings on interchange and surcharge fees.
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Tom Richardson
Livewire Markets
Asset Allocation

You are underestimating your equity risk

Valuations of equity indices aren't great timing tools for short-term returns, but what about risk?
John Bilsel
Innova Asset Management
Meet The Investor

This former refugee is living the Aussie dream on bitcoin and gold, he says you can too

Bitcoin was a libertarian idea to free people from big finance. It's now part of big finance, but still has stories of individual success.
Tom Richardson
Livewire Markets
Asset Allocation

Nothing is cheap but there's no systemic crisis, Australia is going OK

In a wide ranging conversation, Schroders Head of Multi-Asset, Sebastian Mullins, gives his take on the global economy and markets
Chris Conway
Livewire Markets
Asset Allocation

Hedging your investments could be a smart move in the current market

With the US dollar under pressure from Trump-era tariff policies, now may be an opportune time to consider a hedging strategy.
Hans Lee
Betashares
Asset Allocation

Bitcoin is back - should you be buying?

The cryptocurrency is back near all-time highs. Is there a case for adding it to your portfolio?
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Tom Stelzer
Livewire Markets
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