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Asset Allocation

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

Asset Allocation

Death of the Dollar?

Key Points: • Commentary around the decline of the United States as the planet’s sole hegemon has intensified in recent years in response to growth in China’s economy...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

J.P. Morgan Asset Management's quality portfolio for today's market

Equity markets are trying to look through higher rates but earnings trump all.
Hans Lee
Livewire Markets
Asset Allocation
Sponsored

Secure your future, with income solutions for life’s different stages.

In these uncertain times, why not consider regular income. Challenger can offer a range of income solutions to help you meet your investment goals. Rising rates are...
Challenger Limited
Asset Allocation

Why you should add government bonds to your portfolio now

Higher yields and a slowing economy have skewed the outlook for US Treasury returns to a very positive setting.
Isaac Poole
Ascalon Capital
Asset Allocation

Investors are fleeing equity funds. Here's where they're going instead

According to the latest Fund Flow Index from Calastone.
David Thornton
Livewire Markets
Asset Allocation

How Morgan Stanley would invest $10,000 right now

Alexandre Ventelon of Morgan Stanley Wealth Management steps up to share how he would invest some fresh investor capital.
Hans Lee
Livewire Markets
Asset Allocation

BCA Research correctly predicted the stock market's surge in the first half of 2023. Here's its second half prediction

Unlike the predictions of other research houses, BCA Research is leaning into the "relief rally" thesis.
Hans Lee
Livewire Markets
Asset Allocation

Waiting for stimulus

Key Points: • After an initial boost tied to its abandonment of zero-Covid, China’s equity market has again underperformed developed markets due to a lacklustre...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Veteran investor Jonathan Pain's "perfect portfolio" for an Australian recession

He has been watching markets since 1984. But veteran investor Jonathan Pain is now even more bearish than he would normally be.
Hans Lee
Livewire Markets
Asset Allocation

Adding Value through Dynamic Asset Allocation (DAA)

Investing can be like sailing: we know the destination, but we still need to navigate through the journey. Dynamic Asset Allocation can help
Max Pacella
Rest Super
Asset Allocation

The Aftershock Economy

Ongoing disruption has defined the first three years of this decade and will remain a new reality that investors need to recognise
PIMCO .
PIMCO
Asset Allocation

The ultimate guide to Australian income investing

Signal or Noise presents its first ever income-oriented episode, looking at the cross-asset ways to make passive cash in a volatile market.
+4
Hans Lee
Livewire Markets
Asset Allocation

5 ways to prepare your portfolio for an uncertain interest rate path

Pause, skip or hike? The US Fed's near-term path remains uncertain. And that leaves downside risk for investors in US equities.
Isaac Poole
Ascalon Capital
Asset Allocation

Resources, tech, food and favourable demographics... this investment region has it all

When it comes to emerging markets, most people think of China and India. But there is another region on the cusp of breaking out.
Dr Joseph Lai
Ox Capital
Rapid Fire

It’s naïve to rely on bonds for diversification: Atrium

Diversification is a crucial risk management tool but Atrium Investments argues genuine diversification requires thinking differently.
Sara Allen
Livewire Markets
Asset Allocation

Getting tired of Goldilocks

What does Goldilocks look like, exactly, anyway.
David Berthon-Jones
Aequitas Investment Partners
Asset Allocation

4 high conviction ideas for conservative investors

Big investment ideas, from megatrends to unique assets, aren't off your investment menu even if you're risk averse, say these experts.
CXO
+7
Sara Allen
Livewire Markets
Asset Allocation

Is the RBA Really That Bad?

The RBA has been roundly criticised since it began its rate hiking cycle, yet it hasn’t really been that out of step with their global peers
Alex Cathcart
Drummond Capital Partners
Asset Allocation

How to build the perfect investment portfolio for retirement

The old wisdom for building retirement portfolios has taken a battering in recent times. But what is the ideal composition?
Sara Allen
Livewire Markets
Asset Allocation

The Astute Investor Podcast | Inflation, supply chains, and the energy transition

LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Frances Lim, Head of Asia Pacific Macro at KKR.
Scott Haslem
LGT Crestone
Asset Allocation

The next bull market is underway

At Centennial Asset Management we believe it is likely the next bull market has already started.
Matthew Kidman
Centennial Asset Management
Expert Insights

Fidelity: The next rally in Chinese equities will be "alpha driven"

And contrarian value strategies may be rewarded, argues Catherine Yeung.
Hans Lee
Livewire Markets
Asset Allocation

What to do when the Fed makes a mistake

History is against the Fed as a credit crunch looms in the US economy. Now is the time to prepare portfolios against the coming correction.
Isaac Poole
Ascalon Capital
Asset Allocation

Is now the moment to get back into emerging markets?

Six months ago, you might have laughed at the suggestion. Russia might have been written down to zero in your EM fund and Xi Jinping looked to be doubling down on a...
Tom Stevenson
Fidelity International
Asset Allocation

Why commodities and banks may lead the next bull market in equities

Longview Economics' Chris Watling argues the US is still very expensive on every measure - and the burst is not done yet.
+6
Hans Lee
Livewire Markets
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