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Asset Allocation

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

Asset Allocation

Coronavirus: The limits of forecasting

A lot of people think a model and a forecast are the same thing. They aren’t. They are very different and knowing when you can forecast, and when you can only model is...
Damien Klassen
Nucleus Wealth
Asset Allocation

Does core-satellite investing still stack up in the COVID-19 era?

Periods of market volatility often mean investors question the construction of their portfolios. Using a core-satellite investment approach has traditionally been...
Global X ETFs
Global X ETFs
Asset Allocation

This crisis has only just begun...

We believe markets are still overly optimistic and are failing to properly consider the ongoing challenges. As such, the current bounce may prove to simply be a bear...
Jerome Lander
WealthLander
Asset Allocation

Recession comes… but so too will the inevitable recovery

Easing geo-political tensions and better growth momentum as we entered 2020 are but a distant memory. The month of March delivered rolling shocks—from the spread of...
Scott Haslem
LGT Crestone
Asset Allocation

Will Coronavirus collapse the Australian Property market?

Will Coronavirus collapse the Australian Property market? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage stress consumer...
Damien Klassen
Nucleus Wealth
Rapid Fire

To end the health crisis, we may begin a debt crisis

Even before COVID-19 changed the world, Tony Cousins of multi-asset and global equities manager Pyrford International was feeling pretty nervous heading into 2020. "We...
Livewire Exclusive
Livewire Markets
Asset Allocation

Your Industry Super fund is about to lie to you

Most superannuation funds, and especially industry funds have significant balances in unlisted assets. Many are telling you that these assets haven't lost money, or...
Damien Klassen
Nucleus Wealth
Asset Allocation

Managing volatile markets

As we watch markets grapple with COVID-19 concerns, it is worth revisiting strategies to manage volatility in an investment portfolio. Even beyond the current...
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Global X ETFs
Global X ETFs
Asset Allocation

Coronavirus: Inside the mind of a trader with Marcus Padley | Nucleus Investment Insights

Today we spoke with Marcus Padley of Marcus Today about trading during the Coronavirus Crash. Topics on the agenda; how Marcus & Nucleus Wealth have performed thus far...
Damien Klassen
Nucleus Wealth
Asset Allocation

The New Credit Ice Age | Nucleus Investment Insights

Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does it have further to run? What is the role of...
Damien Klassen
Nucleus Wealth
Rapid Fire

One trap that could compound your pain

In times like this, asset allocation makes an outsized impact on your overall returns. An investor with a portfolio of stocks that have outperformed equity markets is...
Patrick Poke
A Rich Life
Asset Allocation

Markets on high alert

Nothing good results from panic. History has reinforced this point time and time again. It is our response to the crisis that is critical. Global central bank...
George Boubouras
K2 Asset Management
Asset Allocation

Performance Fees: Paying more doesn't make your fund manager smarter

I don't think performance fees help. Actually, I suspect performance fees probably do more harm than good.Reason 1: Work smarter not harderFirst, it is tough to...
Damien Klassen
Nucleus Wealth
Asset Allocation

Coronavirus Brings Feast to Distressed Debt Market with Jonathon Rochford | Nucleus Investment Insights

When we last spoke to Jonathan late last year, he noted that there was hardly any distressed debt on the market for him to buy. Now there's a feast. In today's...
Damien Klassen
Nucleus Wealth
Asset Allocation

3 fundies and the opportunities they see

No-one saw it coming, and no-one wants it to stay. Covid-19 was the Black Swan that roiled society, cascaded into markets and triggered a global economic downturn that...
Vishal Teckchandani
Livewire Markets
Asset Allocation

Global Equities: A Generational Buying Opportunity Emerging

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities. To...
Callum Thomas
Topdown Charts
Asset Allocation

Closing our underweight to domestic equities

Following a 30% fall in the S&P/ASX 200 index, Crestone has moved moving its underweight domestic equities allocation (-2%) to neutral (0%). This has been funded...
LGT Crestone
LGT Crestone
Asset Allocation

Montaka's Macken goes max cash: "We’ve changed our mind”

Move over capital deployment. Preservation of capital is becoming the strategy du jour for an increasing number of fundies. Andrew Macken, who manages around $500...
Vishal Teckchandani
Livewire Markets
Asset Allocation

Perspectives in turbulent times

The COVID-19 crisis is affecting economies across the world with education, hospitality, retail, tourism and entertainment sectors majorly impacted by social...
Schroders Australia
Schroders
Asset Allocation

How we’re responding to this crisis

The global economy and markets have experienced multiple shocks over the past few weeks. The catalysts for past periods of panic and crisis at the time were often...
Scott Haslem
LGT Crestone
Asset Allocation

When will the relief rally come?

US equity markets clearly remain in the ‘Panic’ phase of this pullback. If history is any guide, that will soon be followed by a short-covering relief rally (possibly...
Harry Colvin
Longview Economics
Expert Insights

Should you bet against Warren Buffett?

In 2008, Warren Buffett famously placed a million-dollar bet that hedge funds would underperform the S&P 500 Index over 10 years. Of course, he won the bet, but does...
Livewire Exclusive
Livewire Markets
Asset Allocation

Spotlight on the sell-off

Following the biggest market sell-off since the Global Financial Crisis in 2008 and volatility not seen since the 1987 crash, we turn to our investment teams for their...
Janus Henderson
Janus Henderson
Asset Allocation

This is a little embarrassing

Last week I published our monthly performance report. I addressed the question of when do we look to start deploying our cash & bonds back into stocks. My throwaway...
Damien Klassen
Nucleus Wealth
Asset Allocation

Higher volatility on the horizon?

In our December Quarterly Outlook Statement, I published the below article highlighting a higher required return from equities should we continue to extrapolate low...
William Porter
William Porter
Providence Independent Investment Advisory
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