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Asset Allocation

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

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
Asset Allocation

An extraordinary clash of conditions in investment markets

Investment markets have a host of both positive and negative factors fighting for supremacy. The real question is whether central banks and governments will engineer a...
Damien Klassen
Nucleus Wealth
Asset Allocation

Seeking diversification in a zero rate world

Portfolios combining bonds and equities thrived in the 2000s and 2010s, as the structural decline in interest rates propelled bond and equity markets higher. With the...
abrdn .
abrdn
Asset Allocation

Global ETF industry breaks $7T barrier as confidence returns

The global ETF industry continued its recovery in Q3 from the market turmoil earlier this year, breaking the US$7T barrier in August before retreating slightly in...
Ilan Israelstam
Betashares
Asset Allocation

Is Growth the new Yield? With Angela Ashton | Webinar & Podcast

Several weeks ago we ran an episode with the same topic, where we spoke at length about traditional sources of yield, and reached the conclusion that due to record low...
Damien Klassen
Nucleus Wealth
Expert Insights

4 reasons Credit Suisse is optimistic about 2021

Stock markets have likely seen the worst of the pandemic-driven recession, and less protracted bond price falls than many expected point toward a far happier 2021 for...
Livewire Exclusive
Livewire Markets
Asset Allocation

Why this manager is backing supermarkets, miners

Few would have imagined 2020 turning out as it has done but MLC can at least claim that thanks to its investment architecture — Investment Futures Framework — the...
COL
FMG
MTS
+1
Andrew Starke
Andrew Starke
Asset Allocation

A focus on endowment-style investing

In theory, the goals of all investors are founded on the same underlying principle—to maximise returns for the risk that they are willing to bear, or to maximise...
Rob Holder
Rob Holder
LGT Crestone
Expert Insights

The flow on effects of government stimulus

Money supply has ballooned the most in peacetime history, outstripping the closest comparison of the GFC in 2008-2009. As government stimulus measures bypass banks and...
Livewire Exclusive
Livewire Markets
Asset Allocation

Is Growth the new Yield? With David Lane | Webinar & Podcast

After 5 years of falling RBA rates and the fact that income needs are rising against falling “safe” investment returns, what can clients do? Growth was good before...
Damien Klassen
Nucleus Wealth
Asset Allocation

eBook: 9 ways to solve your income puzzle

Australians are experiencing a historically low cash rate of 0.25% which is great for mortgage holders but less than ideal for those with savings accounts, term...
Livewire Exclusive
Livewire Markets
Asset Allocation

One last hurrah for the 60/40 stocks and bonds portfolio?

Markets move in cycles. The last 40 years have seen interest rates down from 20% to less than 1%, quietly fuelling a rise in bond returns over the same time. This has...
Damien Klassen
Nucleus Wealth
Asset Allocation

How to prepare for catastrophe, pandemics and inflation risk

Because no one has a crystal ball, modelling a range of inflationary scenarios helps MLC best position its portfolios to combat ongoing uncertainty. The MLC Investment...
Livewire Exclusive
Livewire Markets
Asset Allocation

Your diversification free lunch is not “all you can eat”

Nobel prize winner Harry Markowitz gets the credit for coining the phrase that “diversification is the only free lunch in finance”. Add the insight that stock markets...
Damien Klassen
Nucleus Wealth
Asset Allocation

Investing in a risky world

There is a smart investment approach in the presence of such uncertainty. It is diversification: across asset classes, across regions and across industries. That way,...
Jasmin Argyrou
Jasmin Argyrou
Credit Suisse
Asset Allocation

Six problems with the equity bull thesis

The 2008 financial crisis was, at least in part, due to a fundamental flaw in the pricing of Credit Default Swaps on housing lending. Analysts who justify the current...
Damien Klassen
Nucleus Wealth
Asset Allocation

Will the Gold price continue to climb? With funds manager John Deniz | Webinar & Podcast

On the agenda, the correlation between USD & Gold, where we see the gold price heading, the US budget deficit and global liquidity. Additionally, the panel share what...
Damien Klassen
Nucleus Wealth
Asset Allocation

3 reasons to love unlisted assets

Private equity appeals to perhaps more investors than ever, given historically low interest rates, flattening of fixed income yields and COVID’s crushing of stock...
Glenn Freeman
Livewire Markets
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