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Asset Allocation

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

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
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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
Asset Allocation

The myth of the traditional 60/40 portfolio

A lot is spoken about when it comes to correlation. We hope to break this down and explain what some of the investment jargon means, look at mistakes even the most...
Dan Miles
Dan Miles
Innova Asset Management
Asset Allocation

Smoother waters ahead (with a spot of chop)

Despite a challenging year in 2020, for financial markets the year has been extraordinary. The global pandemic was a black swan event that caused the biggest quarterly...
PIMCO .
PIMCO
Asset Allocation

Riding the Australian recovery

When I opened my last letter to investors in June, I said that recovery was certain. The extraordinary fiscal response, and a likely vaccine, would help end the sharp...
John Abernethy
Clime Asset Management
Asset Allocation

Waiting for the last dance

The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble. Featuring extreme overvaluation, explosive price increases, frenzied...
Jeremy Grantham
GMO
Expert Insights

Really bullish, there's more to go in the reflation rally

A powerful shift rocked markets as the maligned value index rallied 17% in November, leaving the growth index in its wake. The move ignited animal spirits of value...
ANN
MP1
Livewire Exclusive
Livewire Markets
Asset Allocation

Vaccine rollouts create valuation gaps for investors

Markets have yet to price in a global growth recovery. If vaccine deployment is successful, investors can expect a bounce in select stock markets, currencies and...
abrdn .
abrdn
Asset Allocation

The great value stock rotation: will it last? | Webinar & Podcast

This week we turn our attention to the previously unloved (and underperforming) but now surging area of the stock market, value stocks. The question on everyone's...
Damien Klassen
Nucleus Wealth
Asset Allocation

2020 could be a classic vintage

The global leader in digital media and digital marketing solutions, Adobe, recently snapped-up start-up, ‘Workfront’, for US$1.5 billion. One investor toasting the...
Anthony Murphy
Lucerne Funds Pty Ltd
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