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Asset Allocation

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

Asset Allocation

What to do when diversification doesn't work

2022, to date, has been a year of seismic change at every level, with profound consequences for everyone, not just financial markets. The risk of significant...
David Elms
Janus Henderson
Asset Allocation

Seven things for investors to keep in mind in rough times like these

Successful investing can be really hard in times like the present. Falls in share markets and other assets are stressful as no one likes to see their wealth decline,...
Shane Oliver
AMP
Asset Allocation

Chris Watling's portfolio preparation guide for a 2023 global recession

Last week, London-based economist and founder of Longview Economics Chris Watling walked into a pub and ordered three pints of beer. The barman poured the pints and...
Hans Lee
Livewire Markets
Asset Allocation

The vicious cycle of equity valuations

“Having badly misjudged the strength of inflation over the past year, central banks are now anxious to convey the message that they are determined not to repeat the...
GMG
MQG
Marcus Bogdan
Blackmore Capital
Asset Allocation

Two things investors should watch for into 2023 and beyond

US stocks probably have some way to fall before bottoming out, and cash is a decent place to hide right now: these are a couple of the key takeaways from my recent...
Glenn Freeman
Livewire Markets
Asset Allocation

Four key reasons for adding risk into Q4

It’s probably one of the great understatements to describe markets in the third quarter as “challenging”, with July’s initial bounce in global equities giving way to...
Tim Toohey
Yarra Capital Management
Asset Allocation

BlackRock: Stocks will head lower - why you need to get used to it

Global equity prices are heading south, bond yields are heading north, and the era of free money is making way for the era of the trade-off. That's the new, and far...
Hans Lee
Livewire Markets
Asset Allocation

Where to invest as recession fears worsen

The production cut announced by OPEC+ last week, which will reduce oil output by more than 1 million barrels per day, is just the latest piece of bad news for the...
Glenn Freeman
Livewire Markets
Rapid Fire

The barbarians have gone and the gates to private equity are finally open

Rachael Lockyer was destined for a career in private equity. Entrepreneurial flair was in her family and at the ripe young age of 18, the Auckland native had a team...
Livewire Exclusive
Livewire Markets
Asset Allocation

Five hard lessons to learn from poor market returns in September 2022

September was a historically poor month in markets. In our previous article, we predicted the essence of what happened, including calling all three key interest rate...
Jerome Lander
WealthLander
Asset Allocation

Why fine wine is a better diversifier than Bitcoin

Not all investment alternatives (1) are created equal, just as some alternatives might not provide the portfolio diversification qualities the name suggests. It’s no...
Andrew Harman
First Sentier Investors
Asset Allocation

"Even a stunned mullet would be moved": Why Australian investors need to watch the UK's economic crisis closely

Veteran investor Jonathan Pain has described the price action of the last 48 hours exquisitely - "even a stunned mullet would be moved by recent events." In the face...
BRG
MQG
+2
Hans Lee
Livewire Markets
Asset Allocation

What's driving the global equity bear market - and what you should buy instead

Markets are shattering records all over the world and in every asset class. Although the decline in US equities is not near the long-run average for bear markets...
Hans Lee
Livewire Markets
Expert Insights

Liquidity is the coward

Liquidity is a fair-weather friend. It's there for the good times, but absent without leave when market volatility hits. For Chris Wallis, CIO at Vaughan Nelson...
James Marlay
Livewire Markets
Fund in Focus

Rolling with the punches: The fund designed to take the market hits and keep on coming

Mike Tyson once said, before a big fight, ‘everyone has a plan until they get punched in the mouth’. On the battlefield, the same sentiment is conveyed by the adage...
David Elms
Janus Henderson
Income Series

The top 10 income shares, funds and ETFs in 2022 as voted by Livewire readers

Inflation is high and investment income needs to keep up with the grocery bills (let alone energy prices). Interest rates are also rising which is both an...
+29
Sara Allen
Livewire Markets
Expert Insights

Is the Federal Reserve's greatest challenge still coming?

No one likes hearing the "I" word (inflation) or the "R" word (recession) more than they already do. Both words have been the key themes for markets to grapple with in...
Livewire Exclusive
Livewire Markets
Income Series

An income-yielding property play resilient to house price falls

A pragmatic outlook for residential property prices was a key takeaway from my recent chat with MA Financial’s Drew Bowie, which occurred just a day after the...
Glenn Freeman
Livewire Markets
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
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