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Asset Allocation

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

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
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
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