Home Wires

Asset Allocation

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

Asset Allocation

Positioning for downturns with Private Debt: The critical role of the attacking defender

The macro investor Diego Parrilla is well known for making the analogy between constructing a successful investment portfolio and building a successful soccer team....
Simon Petris, PhD
Revolution Asset Management
Asset Allocation

Life in the post-pan world

Navigating the past twelve months in financial markets has required a deft hand and a clear and organised mind. The speed of travel has been breakneck both on the way...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

The return outlook just got a lot better for this defensive asset

Bonds have long been held up as the epitome of defensive asset allocation. For years, government bonds have been the go-to for the investor wanting to make solid...
Mia Kwok
Mia Kwok
Livewire Markets
Asset Allocation

Flows vs friction

For decades, US stock exchanges have been taking centre stage in global equity offerings, thanks largely to the dollar hegemony and America’s strong economic...
Paras Anand
Fidelity International
Asset Allocation

Coles, Woolworths, McDonalds... equities, bonds or property?

There’s a saying that “to the man with a hammer, everything looks like a nail”. Equity investors must hammer equities. Fixed Income investors must hammer debt. We...
COL
WES
Shane Wakelin
Shane Wakelin
Fawkner Property
Asset Allocation

How Hybrids fit into 2021 income portfolios

Australian income investors' lives have changed, maybe permanently. The collapse in cash and term deposit rates has made things much harder than it was between 1990...
Campbell Dawson
Elstree Investment Management
Asset Allocation

Global Equities: a progress check on that "Generational Buying Opportunity"​

The purpose of this blog post is to provide a progress check and update on that controversial (at the time) "Global Equities: A Generational Buying Opportunity...
Callum Thomas
Topdown Charts
Asset Allocation

Huge gains for investors from yield curve control

We explore why there is a meaningful probability that the Fed will move to yield curve control over the coming weeks or months. We argue this provides huge...
Jerome Lander
WealthLander
Asset Allocation

The perfect recipe for a strong recovery?

It’s been an eventful start to the year so far in global financial markets - so much for waving goodbye to 2020. The vaccine rollout is progressing nicely in many...
James Abela
Fidelity International
Asset Allocation

Reopening, rotation and reflation

Over the course of the last 12 months, the world has progressed through three broad phases of the recovery. The first, occurring in Q2 and Q3 of last year was around...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

The bond vigilantes are back in town

You know you’ve been kicking around the markets too long when you start hearing echoes of echoes. Last week’s downward lurch in the bond market was certainly a...
Tom Stevenson
Fidelity International
Asset Allocation

Between plain sailing and plain failing, a recovery playbook

The market environment presents investors with a challenging juncture. In the short term, a combination of healthy consumer balance sheets, low inflation, low interest...
Amit Lodha
Amit Lodha
Fidelity International
Asset Allocation

‘Stick with quality’, says Charlie Aitken

Companies with pricing power, a proven track record of generating free cash flow, and conservative debt levels are the stocks that the AIM Global High Conviction Fund...
Glenn Freeman
Livewire Markets
Asset Allocation

What to do with miserly cash and bonds

Investors are understandably fleeing cash and bonds in response to inadequate yields, poor prospective returns and government monetary and fiscal policies. The...
Jerome Lander
WealthLander
Asset Allocation

8 lessons from 12 remarkable months

This time last year Mrs S and I were heading off to Alentejo for a week of good food, wine and late winter sunshine. Thank goodness we did. It’s hard to remember the...
Tom Stevenson
Fidelity International
Asset Allocation

Superannuation leaders: Don't put it all on red

What with all the wild, speculative share price swings of late you may have experienced a niggling urge to throw your hard-earned cash at the next big thing you read...
HLS
Ally Selby
Livewire Markets
Asset Allocation

Does Gamestop (GME) spell game over for hedge funds? With Nick Morton | Webinar & Podcast

Nucleus Wealth's Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by Co-Portfolio Manager of Resonant Asset Management, Nick Morton to...
Damien Klassen
Nucleus Wealth
Asset Allocation

How and where to find value in a frothy market

In our highly-volatile global market currently driven by government stimulus and whipsawing investor sentiment – both rational and irrational – spotting investment...
Patrick Poke
A Rich Life
Asset Allocation

Recovering foundations for infrastructure

Equity markets have reached new highs as economies around the world emerge from slowdowns forced by COVID-19. Demand for digital infrastructure and recent commitments...
Russel Chesler
VanEck
Asset Allocation

Time for income investors to re-tool

Income investors have never had it so tough. Not only are the yields on everything from term deposits to bank stocks plumbing new lows, but volatility is rising making...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

Value investors hold on! December dip just a blip, says Maple-Brown Abbott

A pullback in the “eye-watering” share prices of some of Australia’s technology juggernauts is a matter of when, not if, says Dougal Maple-Brown of value-centric fund...
ALU
APT
+12
Glenn Freeman
Livewire Markets
Asset Allocation

Volatility ahead: How to stay afloat in choppy waters

For most, it is almost irresistible to stay out of markets when they continue to rise against all odds. But Anthony Murphy, CEO of Lucerne Investment Partners believes...
APT
Patrick Poke
A Rich Life
Asset Allocation

In Extremis

2020 was a year of extremes. The COVID crisis took the world’s economic, financial and social infrastructure to the limit. Economies fell into a deep recession....
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

Australian ETF Review – One for the ages!

2020 was a standout year globally for ETFs, with the pandemic causing investors to turn to the liquidity and accessibility of ETFs in their droves in incredibly...
Ilan Israelstam
Betashares
Asset Allocation

Riding out the correction

For investors, it can be better to travel than to arrive. The last year has been characterised by unremittingly gloomy headlines but a counter-intuitively buoyant...
Tom Stevenson
Fidelity International
526-550 of 831