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Asset Allocation

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

Asset Allocation

The top 1% invest 61% of their wealth in one asset

Goldman Sachs recently released a watershed piece of research. It showed the difference between how the wealthy invest versus the masses. For those aspiring to grow...
Romano Sala Tenna
Katana Asset Management
Asset Allocation

Crypto a must-have in a balanced investment portfolio

It’s no secret that achieving outsized returns with a traditional asset management approach has become more and more difficult in recent years.At the same time, we saw...
Dan Annan
Dan Annan
Cosmos Asset Management
Asset Allocation

How to handle the current falling market

How should investors approach a falling market while many of their investments are losing a lot of money? Glad you asked. In this wire, WealthLander's Jerome Lander...
Jerome Lander
WealthLander
Asset Allocation

Why we are copper bulls

While iron ore prices remain extraordinarily high and investors’ fixation with “battery metals” continues, there are simple but compelling reasons to believe copper...
Emanuel Datt
Datt Capital
Asset Allocation

Beware the Fed

Markets have had a rocky start to the year, with expensive growth stocks bearing the brunt of selling. Key to this has been an aggressive repricing of rate hike...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Is this a correction or a sign of a bear market?

January saw the largest equity correction since the dramatic March 2020 COVID sell-off. In January, US and Australian stocks both briefly touched the 10% “technical...
David Cassidy
Wilsons Advisory
Asset Allocation

Proceed with caution

With markets uncertain on inflation outlook and its rate of change, central bank signaling of liquidity withdrawal in long term bond yield compression and the...
Daniel Tamone
Daniel Tamone
The SILC Group
Asset Allocation

Four ways to massively improve performance in 2022

Are you measuring your performance? If so, are you doing it holistically – taking account of all the wins and losses across your entire portfolio? Then you’re in a...
Jerome Lander
WealthLander
Outlook Series

Where Livewire readers are investing in 2022

It's hard enough to predict what might happen in our local communities, let alone how global markets could perform over the year ahead. But they say there is strength...
Ally Selby
Livewire Markets
Asset Allocation

Finding attractive income in 2022

In the current market environment, investors are faced with the challenge of finding attractive current income solutions that offer protection from rising interest...
Teiki Benveniste
Ares Wealth Management Solutions
Asset Allocation
Sponsored

Finding the perfect blend

We are pleased to share with you an exclusive interview with JANA Executive Director and Future Generation Australia (ASX: FGX) Investment Committee member John...
Future Generation
Future Generation
Asset Allocation

Winners, losers and the case for owning each

GMO’s Asset Allocation portfolios express three strongly held views: 1) value stocks globally are cheap relative to growth; 2) non-U.S. equity markets are cheap...
GMO Investment and Asset Management
GMO
Asset Allocation

Looking to 2022

Around this time last year, we made three broad market predictions: The availability of vaccines would see a return to relative normalcy in the second half of 2021....
Alex Cathcart
Drummond Capital Partners
Rapid Fire

Why macro matters: How Morgan Stanley is positioned for 2022 and 2023

Value should beat Growth, stocks will continue to outperform, and balanced portfolios (the well-loved 60/40 split) remain highly efficient, says Morgan Stanley Wealth...
Glenn Freeman
Livewire Markets
Asset Allocation

APRA fails its super performance test

One of the most challenging problems plaguing superannuation choice is how to evaluate historical performance outcomes against a fund’s stated objectives, which has...
Christopher Joye
Coolabah Capital
Asset Allocation

Navigating the Cycle

In this month’s Insight, we showcase how we can use the changing business cycle as a signpost for asset class and investment style performance, a strategy known as...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

A 100-year view of inflation and asset returns

Taking a very long view on inflation data, we see that equities and bonds both perform better when inflation is falling. But what about today’s world of persistent...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Asset Allocation

It’s time to think differently

For over a decade now, interest rates have been suppressed and money has been cheap and free-flowing. This has produced outstanding returns for traditional asset...
Patrick Poke
A Rich Life
Asset Allocation

ESG funds adapt to prospect of tighter EU regulation

The EU Sustainable Finance Disclosure Regulation (SFDR) goes live in 2022 and will require ESG firms to assess how aligned their investments are with the...
Nicholas Boyd-Mathews
Eden Asset Management
Rapid Fire

The pockets of opportunity in a noisy market

Keep it simple, stay optimistic, take a long-term view and don't get carried away with the noise of daily news flow. That's sage advice from Wilsons' David Cassidy....
James Marlay
Livewire Markets
Asset Allocation

How wholesale investors find fund managers that get them returns

According to Jerome Lander there are two key problems that routinely stop investors from finding good managers. In this wire, Jerome provides solutions to these...
Jerome Lander
WealthLander
Asset Allocation

Should you own value or growth as the Fed begins to tighten?

In our last note on Fed tapering, we highlighted both similarities and differences in markets now compared to the 2013 tapering event. In May 2013,...
Shane Lee
Shane Lee
Foresight Analytics
Asset Allocation

Worried about a correction?

If you are worried about a correction, what should you do about it? Of course, there’s an equally important question before you even get there, which is whether a...
Tom Stevenson
Fidelity International
Asset Allocation

A market Rorschach Test

Investors seem to be looking at the same data and drawing vastly different conclusions. It’s like there are two utterly different investment markets in the one...
Damien Klassen
Nucleus Wealth
Asset Allocation

For your watchlist: 2 reasons to consider private equity

Moderna, a Boston-based US Company, is by no means an unfamiliar name to most people. As one of the first companies to conceive and develop the COVID-19 mRNA virus...
Sam Armstrong
Barwon Investment Partners
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