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Asset Allocation

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

Asset Allocation

Where Airlie is bullish in a market full of bears

For every bull, there is a bear - and where the dominant narrative is bearish, Emma Fisher of Airlie Funds Management likes to be the bull in the room. Headlines in...
BXB
HLS
+10
Hans Lee
Livewire Markets
Asset Allocation

No such thing as passive

Key Points: • There is no such thing as a truly passive investment strategy. • Choosing to invest in a market cap weighted index tracking product is still an...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Should you invest in alternatives?

Indulge us in a hypothetical: You’re uncertain of equities and fearful of recent volatility, but your portfolio is chock full of bonds to the limit of your asset...
Max Pacella
Rest Super
Asset Allocation

This is why we diversify our portfolios

One thing we can usually rely on as investors is that things don’t all go wrong at the same time. If there are losers, there are generally some offsetting winners. We...
Tom Stevenson
Fidelity International
Asset Allocation

Three sectors to watch as China battles its "perfect storm"

This time next month, the world's second-largest economy will likely undergo its most radical change in half a century. Current President Xi Jinping is likely to...
Hans Lee
Livewire Markets
Asset Allocation

ASX reporting season update - Good enough for the optimists

Key Points Investors need to keep in mind that reporting season in Australia is occurring at a significant turning point in the global economic cycle. Cost...
Shane Lee
Shane Lee
Foresight Analytics
Asset Allocation

Is this September the month when markets break?

September 2022 is looking awfully problematic. The bear market rally has recently ended with Jerome Powell’s Jackson Hole speech declaring they’re absolutely...
Jerome Lander
WealthLander
Asset Allocation

China's Malaise

Key Points: • China’s economy is overly indebted, largely because of the Government's preferred method of delivering stimulus since the Financial Crisis. • This...
Alex Cathcart
Drummond Capital Partners
Rapid Fire

Why Emma Fisher is uncharacteristically 'glass half-empty' on the ASX

Airlie's Emma Fisher is normally a glass half-full investor. Given equity markets typically rise six out of every seven years in an average cycle, there is good reason...
AMC
BHP
BXB
+12
James Marlay
Livewire Markets
Asset Allocation

Don't avoid the recession risk discussion

The conversation around positioning for recession is often more difficult for investment advisors, given the bias towards being on the long side here in Australia. ...
Thomas Schoenmaker
Alpine Capital
Asset Allocation

Too hard, too fast: Is that it for the bear market rally or is it a new bull?

US stocks have just seen a two-month-long, 20% rally off their lows, which are very average metrics for a bear market rally. Long-duration technology stocks and...
Jerome Lander
WealthLander
Asset Allocation

The power of smart beta and ESG, and why they matter to you

Smart beta strategies have grown enormously in popularity over the past decade. In 2011 there were 350 products offered in the space worldwide, whilst today there are...
Livewire Exclusive
Livewire Markets
Asset Allocation

The compelling story of listed Essential Infrastructure, and how it can help hedge inflation

Infrastructure is a compelling asset class for the consistent and dependable yields it can generate. It generates this income from assets that enjoy significant...
Tim Humphreys
Ausbil
Asset Allocation

2 caveats every income investor needs to consider

At a headline level, Australian dividend yields look good. They paid out 4.5% last year, and are forecast to be 4.8% for next year. Well above global developed...
Damien Klassen
Nucleus Wealth
Asset Allocation

The asset that's hiking its prices - and possibly your returns - every few days

For a product as everyday as milk is, you might not expect too many surprises. But did you know, for example, that there is a worldwide shortage of milk, that...
Livewire Exclusive
Livewire Markets
Asset Allocation

Steering in the right direction: How dairy trusts can milk out strong returns

While most of Australia was not too thrilled by the rain deluge of late 2021/early 2022, dairy farmers were finally rejoicing. After a multi-year drought, the outlook...
Livewire Exclusive
Livewire Markets
Asset Allocation

The ASX is just as expensive as ever

There are two things that matter in terms of choosing a weight to Australian stocks in your portfolio. First, are stocks expensive overall. Then, are Australian...
Damien Klassen
Nucleus Wealth
Asset Allocation

A profitable green alternative right under our noses

An investment that offers security, regular income, the potential for capital growth and value-add opportunities, sounds like a pretty attractive idea in the current...
Livewire Exclusive
Livewire Markets
Asset Allocation

The best places for income in the year ahead

The first half of 2022 has been challenging for investors across asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation,...
Stephen Dover
Franklin Templeton
Asset Allocation

Navigating the next cycle

Key Points: In this year’s Strategic Asset Allocation (SAA) Review, we modelled four scenarios for the next decade; We have removed the structural allocation to EM...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Is the bear market already over – time to buy?

Since I started WealthLander at a time of irrational exuberance and extreme bullishness in January 2021, this is the best period I’ve seen to make a case for a new...
Jerome Lander
WealthLander
Asset Allocation

Diamonds in the rough

Backed by recoveries of the past, international small-caps grounded in the quality factor are likely to be beneficiaries of a slow growth, post-recession...
Arian Neiron
VanEck
Expert Insights

The boring and the beautiful: How to find quality investments

Think of all the acronyms that were born out of the 2020-22 retail trader influx - BTD (buy the dip), FOMO (fear of missing out), and HODL (hold on for dear life)....
AMC
Hans Lee
Livewire Markets
Rapid Fire

Why Australian and Chinese stocks are high on this fund manager's watchlist

There’s no silver bullet solution that could have helped avoid, or resolve more quickly, any of the most recent market downturns, says Raf Choudhury, investment...
Glenn Freeman
Livewire Markets
Rapid Fire

“You’re not an investor until you’ve navigated a crisis,” says Simon Doyle

By that measure, Schroders Australia's Simon Doyle is a battle-scarred veteran. The Asian crisis, the tech wreck and the GFC are just a few of the market downturns...
Glenn Freeman
Livewire Markets
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