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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

Bubble or boom?

Whether a stock market bubble is forming has become a key debate for investors.
Jeff Schulze
ClearBridge Investments
The Rules of Investing

Inside the Soul Patts compounding machine

With markets running hot, Todd Barlow explains how Soul Patts is buying at lows, holding real assets, and keeping cash ready.
The Rules of Investing
Livewire Markets
Asset Allocation

A stockbroker’s guide to building a diversified ETF portfolio (plus their 13 top picks)

Bell Potter reveals how it builds a complete ETF portfolio - and why blending active and passive strategies makes all the difference.
Vishal Teckchandani
Livewire Markets
Asset Allocation

The canary in the gold mine

Commenting on all asset classes soaring to record highs, I explore the bizarre flood of liquidity into gold and growth assets simultaneously
Paul Miron
Msquared Capital
Asset Allocation

Why balance is never boring

One topic is cropping up a lot in my conversations with investors. It is, you may not be surprised to read as the bull market approaches its third birthday, a variant...
Tom Stevenson
Fidelity International
Asset Allocation

Forget stocks, crypto is the big loser right now

The latest chapter in the Trump trade war saw Wall Street sell off, but it didn't hold a candle to the carnage seen in crypto markets.
Tom Stelzer
Livewire Markets
Asset Allocation

How to steer portfolios after Fed rate cuts

Does this mark the start of a new bull surge, or signal caution at the top?
Maroun Younes
Fidelity International
Asset Allocation

The Bell Potter guide to asset allocation: Building wealth that lasts

Shares grab headlines, but it's your overall portfolio mix that matters the most. Bell Potter shares its latest views on asset allocation.
Vishal Teckchandani
Livewire Markets
Asset Allocation

The overlooked investing strategy that could be perfect for today's stock market

Why a new take on the barbell strategy could do the heavy lifting for stock investors caught in two minds.
Tom Stelzer
Livewire Markets
Livewire Live

A look inside the portfolios of Australia's leading investors

From private credit to gold, discover where Soul Patts’ Todd Barlow and Regal’s Phil King see the biggest returns.
Vishal Teckchandani
Livewire Markets
Asset Allocation

Backing Growth Businesses Beyond Lending | Ben Harrison

Ben discusses how Altor & Prime Combine Debt, Equity & Strategy to Invest in Mid-Market Businesses & the Tasmanian Jack Jumpers Acquisition
Murdoch Gatti
York Wealth Management
Asset Allocation

The multivitamin your portfolio needs

Adam DeSanctis explains how Vanguard’s diversified ETFs bring simplicity, discipline, and global exposure to investors.
Chris Conway
Livewire Markets
Asset Allocation

How to invest $100k safely

Cash isn’t lazy, and barbell strategies matter. Wielandt reveals his blueprint for risk-aware investing amid uncertainty.
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Stephanie Gardner
Livewire Markets
Asset Allocation

Idealism, income and identity: What our investments say about us

When it comes to ethical investing, what we say we believe and where we actually put our money aren’t always aligned. The latest investor data and survey results from...
Damien Klassen
Nucleus Wealth
Asset Allocation

Passive aggressive

Key Points: • Active managers underperform and charge for the privilege, few beat their benchmarks despite charging 3x the fees. • Today's "passive" portfolios are...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Why alternatives are no longer alternative

Morgan Stanley’s Alexandre Ventelon explains the structural shift, and why alternatives offer more than just diversification.
Anna Dadic
Livewire Markets
Asset Allocation

Passion into profit: 3 ways to invest in the $1 trillion opportunity in sports

Sport is already big business and could be about to go stratospheric. Thankfully there's plenty of opportunities for regular investors.
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Tom Stelzer
Livewire Markets
Asset Allocation

Going global, going thematic, going where the profit is

Victor Smorgon Group’s Peter Edwards on why operators go where the profit is, and how themes drive long-term returns.
Chris Conway
Livewire Markets
Asset Allocation

Gold, stocks, bitcoin and bonds: What they tell us about markets right now

Three are having the time of their lives and one is starting to worry again. Investors should take note.
Tom Stelzer
Livewire Markets
Asset Allocation

A playbook for the rest of 2025 and beyond

This year has already delivered more than its fair share of market episodes and once-in-a-decade events.
Anna Wu
VanEck
Asset Allocation

Hunting Unicorns: The AI opportunity in Asia-Pacific | Eric Chan

Eric shares Aura's pursuit of backing Asia-Pacific’s next AI unicorn through a blend of high-conviction venture capital and private credit.
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Murdoch Gatti
York Wealth Management
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
CSL
GQG
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Greg Canavan
Fat Tail Investment Research
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