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Asset Allocation

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

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
Asset Allocation

Value catches a (correlation) break

Given the relatively minor drawdown in equity markets recently, there seems to be a surprisingly large number of dislocations appearing in global financial markets. ...
Alastair MacLeod
Wheelhouse Partners
Buy Hold Sell

Buy Hold Sell: 3 essential asset classes and 2 to avoid

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants...
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

How to build a bulletproof income portfolio

While Elon Musk may not have been able to build a bulletproof car, with the help of the award-winning financial advisers in this episode of Buy Hold Sell, you can...
Buy Hold Sell
Livewire Markets
Asset Allocation

Evergreen avoiding Evergrande

Emerging markets have been in the news with concern about the contagion impact of the potential failure of Chinese property developer Evergrande. This crisis...
Arian Neiron
VanEck
Asset Allocation

Evergrande: Don't mistake the symptom for the cause

Evergrande is not a rogue operator. Evergrande is merely the largest and most indebted property developer in a country full of large, indebted property developers. How...
Damien Klassen
Nucleus Wealth
Asset Allocation

Are AREITs still defensive?

Right from the start over 50 years ago, Australian real estate investment trusts (AREITs), then known as listed property trusts (LPTs), were tailored to risk averse...
Pete Morrissey
Dexus
Asset Allocation

10 paradigm shifts and how they could impact your portfolio

Future Fund chair Peter Costello has announced Australia's sovereign wealth fund has evolved its strategy to respond to the changing investment environment, pointing...
Ally Selby
Livewire Markets
Asset Allocation

CAPE crusader: advanced version

Last week I dealt with the less controversial changes to the Shiller P/E. You probably want to read that first. In this post, I derive a more advanced version: CAPE...
Damien Klassen
Nucleus Wealth
Asset Allocation

Trump broke the Shiller P/E. Here's a simple fix

For many value investors, the Shiller Price/Earnings ratio is the holy grail. The ratio has several problems, which make it look way more expensive than it is. If we...
Damien Klassen
Nucleus Wealth
Asset Allocation

Your large cap exposure’s perfect match

Is your global large cap exposure all alone? Sitting within your portfolio with no help for the bad times, no partner to help make the good times even better? We have...
Gino Rossi
Gino Rossi
Spheria
Asset Allocation

Investing in a millennial world

In recent years, millennials have increased their footprint in the investment world. There are a number of reasons for this, including the unfolding significant...
Stan Shamu
Stan Shamu
LGT Crestone
Asset Allocation

6 fundies share how they are boosting their portfolios in FY22

The year started with such optimism - vaccines were on their way, the recession that could have lingered turned into one of the best reporting seasons on record...
Livewire Exclusive
Livewire Markets
Asset Allocation

Five ways to protect your portfolio and why managing risk well matters

There are several ways to put cash to work productively, produce better long term, risk adjusted returns and participate in markets more safely than simply betting on...
Jerome Lander
WealthLander
Asset Allocation

Mid-Cycle Investing: Time to Get Selective

The dramatic and uneven rebound in growth across countries this year is likely to ease to synchronized moderation in 2022, though to a still above-trend pace.We expect...
PIMCO .
PIMCO
Asset Allocation

The asset classes with room to run (and those to avoid)

Much has been said about the impressive returns most investors have enjoyed over the 2020/21 financial year. A year ago, few would have even countenanced the...
Simon Doyle
Schroders
Asset Allocation

The recovery playbook

The ongoing recovery and rising yields still favour risk assets such as equities, corporate HY debt and EM fixed income.Recovery has peaked for the U.S. and China,...
Kerry Craig
J.P. Morgan Asset Management
Asset Allocation

All My Eggs In One Basket

On June 16th the yield on 10-Year US Treasury Notes was higher at ~1.6% after the Federal Reserve signposted a rise in interest rates next year with two increases...
Hayden Nicholson
Hayden Nicholson
Bell Potter Securities
Asset Allocation

Beating inflation with private debt: who’s in your starting 11?

Recently, there’s been a lot of discussion about whether the significant government stimulus, combined with record low interest rates and unconventional monetary...
Simon Petris, PhD
Revolution Asset Management
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