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Asset Allocation

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

Meet The Adviser

Your love affair with dividends and property is hurting your returns

This leading wealth manager wants to challenge Australian investors about their love affair with franking credits and property
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James Marlay
Livewire Markets
Asset Allocation

How to generate high alpha without high concentration | Dr David Allen

Murdoch speaks with Dr David Allen, Plato Investment Managements Head of Long/Short Strategies & PM of the Plato Global Alpha Fund.
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Murdoch Gatti
York Wealth Management
Alternatives in Focus

How to improve your portfolio by adding risk

And the allocation sizes to consider for your portfolio, according to Lonsec's Nathan Lim.
Sara Allen
Livewire Markets
Asset Allocation

Three indicators that point to recession, and what you should do about it

The Fed has taken interest rates to restrictive levels. The risk of recession is growing. It is time to reduce risk, and build resilience.
Isaac Poole
Ascalon Capital
Alternatives in Focus

Lonsec: The strategies best positioned for the coming markets

Lonsec's Darrell Clark shares which strategies perform in different market conditions and how to evaluate strategies for your portfolio.
Sara Allen
Livewire Markets
Asset Allocation

Where to for global growth, tech & life sciences? | Michael Frazis

Murdoch speaks with Michael Frazis the MD & PM of Frazis Capital Partners about AI, Tech, Life Sciences & his new A.I. risk management tool.
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Murdoch Gatti
York Wealth Management
Asset Allocation

Goldman Sachs' 3 most underpriced market risks for 2024

Plus, a note on how the investment bank's high-net-worth team is investing ahead of next year.
Hans Lee
Livewire Markets
Asset Allocation

Navigating default cycles & why revolution seems unfazed | Bob Sahota

Murdoch sits down with Bob Sahota, the Managing Director & CIO of Revolution Asset Management to discuss Loans & Asset-Backed Securities.
Murdoch Gatti
York Wealth Management
Views from the Top

Schroders' three 'best value' assets as recession risks linger

Many gauges of recession risk look at the “what” but overlook crucial aspects of “when”, says Schroders’ Sebastian Mullins.
James Marlay
Livewire Markets
Asset Allocation

Navigating private credit & commercial property | Andrew Lockhart

Murdoch speaks with Andrew Lockhart, the Managing Director of Metrics. Andrew shares his insights into their lending process & philosophy.
Murdoch Gatti
York Wealth Management
Asset Allocation

How to build a risk-ready portfolio (and 4 key points to keep in mind)

Amid tragic wars and simmering global tensions, investment risk is a flow-on effect to consider, explains Schroders' Simon Doyle
David Thornton
Livewire Markets
Asset Allocation

Will renewables get us to net zero?

A broadly held expectation is that the world will transition to net zero carbon by 2050, underpinned by the development of cleaner technologies including renewables....
Jason Kim
Tyndall AM
Asset Allocation

Getting ahead of changing bank hybrid rules

Expected regulatory changes could put further pressure on Australian Bank Hybrids. Consider another type of 'convertible' securities.
Cameron McCormack
VanEck
Asset Allocation

How Morgan Stanley Wealth Management is investing through uncertain times

A new report runs the ruler over global markets, including Australia, and provides insights on regions, sectors and asset classes into 2024
Glenn Freeman
Livewire Markets
Alternatives in Focus

28% of financial advisers are adding this asset class to portfolios. Here's why

Ahead of Livewire's annual series on Alternative Investment Strategies, I revisit the case for alternatives and how to use them.
Sara Allen
Livewire Markets
Asset Allocation

What's a go anywhere strategy? European banks, commodities, copper, oil & gas and the online gambling industry| Kevin Bertoli

Murdoch speaks with Kevin Bertoli the Co-Portfolio Manager of Global and Australian equities of PM Capital.
BHP
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Murdoch Gatti
York Wealth Management
Asset Allocation

Retirement and legacy: No longer just the pot of gold at the end

New research on Australia's intergenerational transfer of wealth shows we are changing. And changing again.
Kym Sheehan
Livewire Markets
Asset Allocation
Sponsored

Portfolio construction for the new economy

There is a growing realisation in markets that the traditional blueprint implemented since the GFC, may not unfold as expected this time. So how do you adapt your...
Schroders Australia
Schroders
Asset Allocation
Sponsored

Economic outlook for FY24

While markets appear to be faring relatively well so far in FY24, compared with the first half of FY23, a major economic downturn for our global economy could have a...
Challenger Limited
Asset Allocation

From diving board to the boardroom | Grant Hackett OAM

Murdoch is joined by Grant Hackett an Australian Icon and the CEO of Generation Development Group (GDG). Genlife | LONSEC.
Murdoch Gatti
York Wealth Management
Asset Allocation

Howard Marks: The easy times are over

But there's one asset class that's ready to outperform
David Thornton
Livewire Markets
Asset Allocation

J.P. Morgan: Now could be the time to put cash to work

Here's where JPMorgan's looking to put cash to work after a very long slumber for money market funds.
David Thornton
Livewire Markets
Asset Allocation

How to properly compare Australian fund managers

The financial media, retail investors, and scarily, most advisers do not know how to compare apples with apples.
Luke Laretive
Seneca Financial Solutions
Expert Insights

The days of uncorrelated bond and equity returns could be behind us

The coming decade looks different to the last and with that means a change in the usual methods of diversification according to Atrium.
Sara Allen
Livewire Markets
Asset Allocation

Take a DIVE into water investing | Cullen Gunn

Murdoch is joined by Cullen Gunn, the CEO & a Director of Kilter Rural to discuss investing in water and water rights.
Murdoch Gatti
York Wealth Management
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