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Asset Allocation

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

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
Asset Allocation

Bank dividend yields are unbelievable (and not in a good way)

Don't be fooled by the dividend yields that you might see for the major Australian banks. They are reflecting a rosy vision of the future that is far from certain, and...
Damien Klassen
Nucleus Wealth
Asset Allocation

Australian Economy: Calm before the storm | Nucleus Investment Insights

The Q4 National accounts are hot off the presses, showing 0.5% of economic growth in Q4 2019, higher than analyst predictions. However, if you look below the surface,...
Damien Klassen
Nucleus Wealth
Asset Allocation

Coronavirus: It is time to look at the data differently

About a month ago, I posted here about how to look at coronavirus statistics. At the time, it was all about early warning signs, ignoring China data and focussing on...
Damien Klassen
Nucleus Wealth
Asset Allocation

Are you second guessing your adviser (and they theirs)?

Most studies agree that asset allocation adds way more over time than stock selection. They also agree that private investors cost themselves a lot of money over a...
Damien Klassen
Nucleus Wealth
Expert Insights

The best strategy for a low growth environment

Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...
Livewire Exclusive
Livewire Markets
Asset Allocation

A Tactical Process In Action

The last sentence in in our previous Market Insights was:If evidence builds that the virus has not been contained, we will adjust the portfolios accordingly.Since...
Nick Reddaway
Nick Reddaway
Drummond Capital Partners
Asset Allocation

Where to find a decent yield

With interest rates at all-time lows, and set to remain there for “…years, perhaps decades…” according to Reserve Bank of Australia (RBA) Governor Philip Lowe, it is...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Asset Allocation

The world just changed narrative is bulls#1t

COVID-19 has been an issue for weeks. The bond market realised it. Forex markets realised it. So don't give me the "Italy changes everything" bulls#1t. And spare me...
Damien Klassen
Nucleus Wealth
Asset Allocation

How much money should I lose?

Cash is the only asset that rises in value smoothly. Everything else has bumps along the way. Random price moves make it hard to distinguish between signal and noise,...
David Elms
Janus Henderson
Asset Allocation

Attack of the Zombies with Christopher Joye | Nucleus Investment Insights

Christopher Joye joins us to discuss Bonds, Inflation, Zombie Companies and corporate debt.In today's webinar, hear from Nucleus Wealth's Head of Investment Damien...
Damien Klassen
Nucleus Wealth
Rapid Fire

Where this $4 trillion asset manager is investing

State Street Global Advisors is the 4th largest asset manager globally with a mind boggling US$2.9 trillion (A$4.2 trillion) in assets under management. The firm is...
Livewire Exclusive
Livewire Markets
Asset Allocation

How to invest during the Coronavirus pandemic | Nucleus Investment Insights

Potential pandemic, shutdowns of major cities and supply chains in China, flight bans from one of the world's largest sources of tourists, crashing oil demand. It...
Damien Klassen
Nucleus Wealth
Asset Allocation

Making sense of coronavirus statistics

The data quality showing the spread of the coronavirus is poor. The data from the Hubei province (the origin of the virus) is still wildly different from the data from...
Damien Klassen
Nucleus Wealth
Asset Allocation

Rates on hold, but pain doesn’t ease for retirees

While the RBA has today kept Australia’s cash rate on hold, investors, particularly Australia’s 3.8 million retirees continue to be faced with what has now become a...
Dr Don Hamson
Plato Investment Management
Asset Allocation

Coronavirus is not SARS, and it is not 2003

There is a certain seductiveness to a bearish investment argument. The chance to appear like a rational actor in a crazy world. The opportunity to be able to say “I...
Damien Klassen
Nucleus Wealth
Asset Allocation

5 tips to spring clean your portfolio

The start of a new year is when many people spring clean the house. Slightly less unpleasantly, it’s also a good time to review your collection of investments....
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