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Asset Allocation

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

Asset Allocation

Follow the money: which top-rated funds are seeing the biggest inflows

This year, Livewire's Top-Rated Funds series debuted to the world. You can now see - with stunning clarity - the performance, fees and returns of the top funds in...
Mia Kwok
Mia Kwok
Livewire Markets
Asset Allocation

Seasonality - Multi Asset Perspective

Seasonal headwinds are setting in for stocks. Looking across assets, risk assets tend to underperform from June-Nov, and defensive assets tend to outperform during...
Callum Thomas
Topdown Charts
Asset Allocation

Benefits to investing in offshore ETFs

When it comes to investing, many Australians have a significant bias towards big Australian shares, despite the benefits offered by diversifying to different sectors...
Tim Sparks
Tim Sparks
Bell Direct
Asset Allocation

Why rising markets are making Schroders' Simon Doyle uneasy

When Simon Doyle of Schroders Australia takes a broad view of the recent performance of capital markets and thinks about the undercurrents of shifting geopolitical,...
Livewire Exclusive
Livewire Markets
Asset Allocation

How to build a diversified portfolio with ETFs

There are many things you can control in life. A global health pandemic is not one of them, however the asset allocation and diversification of your portfolio is. The...
Tim Sparks
Tim Sparks
Bell Direct
Asset Allocation

How to effectively diversify your portfolio

As an investor, you understand that diversification is key to protecting and growing your wealth, but are you applying it effectively? There’s a lot more to this vital...
Philip Ryan
Trilogy Funds
Asset Allocation

Strategic allocation reset - navigating challenging markets

This month we focus on some of the key messages from our review of asset class return expectations and resulting strategic asset allocation (SAA) changes. For the...
Scott Haslem
LGT Crestone
Asset Allocation

Focus on risk-adjusted returns, not the market's latest shiny toy

There’s huge ambivalence in financial markets at the moment, driven by a range of things. Is inflation going to pick up? How quickly will COVID vaccines be distributed...
APT
Glenn Freeman
Livewire Markets
Asset Allocation

Everything is so expensive

In a followup to our last wire on lessons from 2020, Andrew Baume and I discuss some of the challenges for investing when everything is so expensive. Investors find...
Mark Beardow
Mark Beardow
Darling Macro
Asset Allocation

Some inflationary scenarios, and what they mean for portfolio construction

Given inflation is the most prominent theme in global investment markets, I wanted to provide some thought and insight into what the various outcomes of inflation...
Dan Miles
Dan Miles
Innova Asset Management
Asset Allocation

Vale David Swensen - Lessons from a pioneer of Endowment investing

Legendary but perhaps lesser-known investor David Swensen passed away earlier this month. Mr Swensen had been the CIO of the Yale University Endowment since 1985 – so...
Alastair MacLeod
Wheelhouse Partners
Asset Allocation

Equities still have more room to run

Equities have been the place to be for the last 12 months. Since May 2020, the Australia All Ordinaries is up more than 34%... not too shabby. But if investors have...
Livewire Exclusive
Livewire Markets
Asset Allocation

Economic clouds expose a SILVER lining

Is it worth having exposure to silver; it is after all, the poor man’s gold? The way governments and central banks treat Fiat currency these days suggests...
Jerome Lander
WealthLander
Asset Allocation

Stand back: The M&A party is just getting started

At more than $50 billion in the first four months of this year, the value of M&A deals targeting Australian companies has smashed a 40-year record stretching back to...
Glenn Freeman
Livewire Markets
Asset Allocation

Inflation indicators set for a sharp short kick-up!

For years now, central banks have been targeting 2% inflation as a goal, so far unsuccessfully. But at least (as far as the US is concerned) that could be about to...
Jerome Lander
WealthLander
Asset Allocation

Building global equity portfolios

Global equities can provide significant benefits to a diversified investment portfolio, ranging from higher return opportunities, enhanced portfolio diversification,...
Stan Shamu
Stan Shamu
LGT Crestone
Asset Allocation

This time it is different?

Recently I sat down with my colleague Andrew Baume to reflect on 2020 and what lessons can be drawn. As he says, with the dubious benefit of over 35 years in...
Mark Beardow
Mark Beardow
Darling Macro
Asset Allocation

Two ways to better diversify your portfolio

Advisers and wiser clients themselves generally try and run a diversified portfolio. As they say, diversification is only necessary when you don’t “know”...
Jerome Lander
WealthLander
Asset Allocation

We need to talk about China

The investment case for China has become more challenging over the past few months. We can point to three reasons for this. First, having led the world into COVID and...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

Biden’s US$2.3 trillion infrastructure plan

Recently President Biden unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise US transportation infrastructure, water systems,...
Russel Chesler
VanEck
The Rules of Investing

Inside Morgan Stanley’s bullish bet on the recovery

In early 2020, Nathan Lim, head of wealth management research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but...
The Rules of Investing
Livewire Markets
Asset Allocation

The alternative asset class with a rosier return outlook than stocks

Overheated equity markets and persistently low interest rates highlight the appeal of listed private equity, an alternative asset class whose time has come, says...
Livewire Exclusive
Livewire Markets
Asset Allocation

One year on from the COVID-19 shutdowns

Investment markets have staged an impressive recovery in the 12 months since the economic shutdowns of March 2020. But it remains to be seen how soon vaccine rollouts...
Simon Doyle
Schroders
Asset Allocation

Asset allocation: Knowing how much cash to hold in your portfolio

Equity allocations have surged to a two-year high. Cash allocations have dropped to the bottom end of the range. But cash "levels" have not changed much at all… Put...
Callum Thomas
Topdown Charts
Asset Allocation

Positioning for success in post pandemic global stock markets | Video podcast

This week our attention turns to global stock markets post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the...
Damien Klassen
Nucleus Wealth
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