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Asset Allocation

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

Asset Allocation

Where this US$1 trillion manager is allocating funds over the next decade

A new paper from Northern Trust gives food for thought about the world in general and asset classes in particular.
Kym Sheehan
Livewire Markets
Asset Allocation

How much cash are you holding in your portfolio right now?

In this wire, we speak to financial adviser to the ultra-wealthy, Charlie Viola, to learn how much cash you should be holding today.
Kym Sheehan
Livewire Markets
Asset Allocation

Forward looking vs backward looking return forecasts

Static expected return forecasts lead to harsher drawdowns. Forward-looking forecasts produce more resilient portfolios.
John Bilsel
Innova Asset Management
Asset Allocation

China’s deep structural problems with no easy solutions in sight

Themes preoccupy the investment industry. Inflation and rising interest rates have dominated industry thinking over the past two years and continue to remain front of...
Dan Farmer
MLC Asset Management
Asset Allocation

Sunshine Airport, ports, gas pipelines, wind farms & other mid-tier Aussie infrastructure | Andrew Killesteyn

Murdochs joined by Andrew Killesteyn, the PM at Palisade Investment Partners to discuss Ports, Airports, Gas Pipelines, Wind Farms & more.
Murdoch Gatti
York Wealth Management
Expert Insights

The investments that are better than bonds for diversification

Traditional views using bonds for diversification are flawed in the new world. Atrium's Brendan Paul shares what makes a diversifier today.
Sara Allen
Livewire Markets
Asset Allocation

Investors are not truly diversified until they own this asset class

We think the case for alternatives continues to build, and new research seems to demonstrate this.
Alastair MacLeod
Elston Asset Management
Asset Allocation

The price you pay matters (and a closer look at the state of valuations)

Valuation starting points for TD's and bonds have improved. For shares, they suggest constrained return potential.
Shane Oliver
AMP
Asset Allocation

Breaking the ASX investing mould | Romano Sala Tenna

Murdoch is joined by Romano Sala Tenna, one of the founders & PMs at Katana Asset Management to discuss their long-only, listed ASX strategy
CSL
MQG
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Murdoch Gatti
York Wealth Management
Livewire Live

Stocks have not adjusted to the new normal - and it's giving investors a difficult choice

Prices take time to adjust - and we're still in the adjusting phase, says Alexandre Ventelon of Morgan Stanley Wealth Management.
Hans Lee
Livewire Markets
Asset Allocation

High Conviction Global Growth, A.I. | Nick Thomson

Murdoch is joined by Nick Thomson, the Portfolio Manager at Lakehouse Capital Global Growth Fund.
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Murdoch Gatti
York Wealth Management
Asset Allocation

5 big themes (and 7 charts) every investor should be aware of

Some of Australia's most well-known investors share their top messages for the next year and beyond.
ADH
+4
Hans Lee
Livewire Markets
Asset Allocation

How to invest $1 million for growth today

Plus, MLC Asset Management's CIO shares why there's an 80% chance that the US is headed for a recession.
Chris Conway
Livewire Markets
Asset Allocation

Private corporate lending & the impact of rising rates on credit markets | Joe Millward

Joe joins Murdoch to discuss the origins & nuances of the corporate lending environment & the impact of rising rates on private credit.
Murdoch Gatti
York Wealth Management
Asset Allocation

Finding growth in global technology and life sciences | Michael Frazis

Murdoch speaks with Michael Frazis, the founder and portfolio manager at Frazis Capital Partners.
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Murdoch Gatti
York Wealth Management
Asset Allocation

Costello not convinced by ‘goldilocks’ scenario as Future Fund adopts a defensive stance

Here are 5 key takeaways from its latest update
David Thornton
Livewire Markets
Asset Allocation

Where BlackRock is finding yield and growth in an uncertain market

Hold on - this market's about to get a whole lot bumpier, says BlackRock's asset allocation team.
Hans Lee
Livewire Markets
Asset Allocation

Why you should take a closer look at Indian equities

India's market capitalisation is rising (US$3.7 trillion) and cannot be ignored as the 5th largest market in the world!
Mugunthan Siva
India Avenue
Asset Allocation

An asset allocation guide for SMSF trustees

The goal of SMSF trustees is create a diversified portfolio that matches appropriate risk with appropriate returns.
John Abernethy
Clime Asset Management
Asset Allocation

Why successful investing today is a game of inches, not yards (and how to do it)

While this is no time to be making major calls on asset allocation, there are abundant opportunities for generating incremental returns
Niall O’Sullivan
Neuberger Berman
Asset Allocation

Navigating a soft landing

Key Points: • Market expectations for a recession in the US have shifted materially over the past year. In late 2022 a recession was seen as almost certain and markets...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

How you can build portfolio resilience through options and bonds

The economic expansion is long in the tooth. Equity valuations are stretched. Downside risks are growing. It is time to build resilience.
Isaac Poole
Ascalon Capital
Asset Allocation

Michael Burry puts on another BIG SHORT

According to the latest 13F filing from Scion Capital
David Thornton
Livewire Markets
Asset Allocation

Why Lazard's Ron Temple believes the earnings shoe is still yet to drop

A 30-35% chance of a US-led recession suggests there's much more left in this story.
Hans Lee
Livewire Markets
Asset Allocation

Does the perfect AI portfolio actually stack up?

Can AI propose a best practise portfolio? I tested ChatGPT and Google Bard and compared their results with expert opinions.
BHP
CSL
+16
Sara Allen
Livewire Markets
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