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Asset Allocation

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

Asset Allocation

Markets are overpriced, but we see opportunity in these 5 areas

The Affluence Investor Letter looks back on 2023, our investment performance, and where we see attractive opportunities for 2024.
Daryl Wilson
Affluence Funds Management
Asset Allocation

The year ahead for the major sectors

Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
Neuberger Berman
Neuberger Berman
Asset Allocation

Private credit is a globally attractive opportunity – investors should take notice

The global private credit market has more than tripled over the past 10 years.
Nehemiah Richardson
Pengana Capital Group
Asset Allocation

Is the Fed running late to the Goldilocks party?

Patience needed on US rate cut prospects
David Cassidy
Wilsons Advisory
Asset Allocation

Investing In Private Growth Tech Businesses | Dan Winter & Rowan Grant

Murdoch speaks with Dan Winter & Rowan Grant, the founders & PM's at Arbor Capital about investing in private tech.
Murdoch Gatti
York Wealth Management
Asset Allocation

12 ideas for investing in a "Donald Rumsfeld-ian world"

2024 has been a harder year to predict than 2023, and it shows in the wide array of high-level views and top conviction ideas.
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CSL
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Hans Lee
Livewire Markets
Asset Allocation
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2024 ETF Playbook: Coming in to land

Having enjoyed a better than feared consumer-led recovery from COVID lockdowns, Australia’s economy in recent years has quickly been beset by a new problem: very high...
Patrick Poke
Betashares
Outlook Series

We asked you where markets will be in 2024: Here's what 5000 of you said

This wire unpacks the key insights from the recent Outlook Series survey, in which nearly 5000 Livewire & Market Index readers participated
Livewire Exclusive
Livewire Markets
Asset Allocation

Why we are now underweight Australian stocks

We are overweight in equity markets with superior fundamentals - but Australia is not one of them.
T. Rowe Price
T. Rowe Price
Asset Allocation

Why capital preservation (and not growth) should be your top investing goal for 2024

I share four actions you can take to help preserve capital in a year where downside risks dominate the outlook.
Isaac Poole
Oreana Financial Services
Asset Allocation

Why markets will meet an "inflection point" in 2024

This year, the global economy could be in for a big transition - and investors need to be prepared.
Jon Maier
Global X ETFs
Asset Allocation

5 trends we expect to impact private credit in 2024

Could 2024 offer more opportunity to deploy capital for private credit investors?
Alex Hone
Keyview
Asset Allocation

The Fed is for turning

Jerome Powell gave investors an early Christmas gift, but they may have gotten a little carried away.
Sebastian Mullins
Schroders
Outlook Series

How to invest $1 million in 2024

Find out how two of Australia's top financial advisers are building portfolios for 2024 and beyond.
James Marlay
Livewire Markets
Asset Allocation

View from the (double?) top

Global equity markets have continued to perform strongly in December (~3%) after November’s sharp advance higher.
Alexandre Ventelon
Morgan Stanley Wealth Management
Asset Allocation

Has Christmas come early for Aussie equities? | Tim Carleton

Murdoch speaks with Tim Carleton the Chief Investment Officer at AUSCAP Asset Management about the outlook for Australian share market.
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NCK
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Murdoch Gatti
York Wealth Management
Asset Allocation

Looking to 2024

Key Points: • Global growth softened in 2023, with many economies suffering technical recessions. Mega-cap technology companies dominated equity market returns, with...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Why there is "no reason" to be excessively bearish on risk assets

Tectonic shifts are creating new opportunities for investors with a global mindset.
T. Rowe Price
T. Rowe Price
Asset Allocation

3 sectors where ETF investors are eyeing opportunities in 2024

Almost 60% of investors are either planning on increasing ETF holdings or making their first investment in ETFs in the next 6 months.
Arian Neiron
VanEck
Views from the Top

Why this expert is buying bonds even if recession fears are overhyped

This money manager caught the US stock market rally before many other investors. Now, he's looking for returns in a different asset class.
Hans Lee
Livewire Markets
Asset Allocation

How to build, support & manage top-tier fund managers | Ian Macoun

Murdoch Speaks with Ian Macoun, the Managing Director of Pinnacle Investment Management Group.
Murdoch Gatti
York Wealth Management
Asset Allocation

The return of the active investor

Passive approaches which thrived in a free money environment where the rising tide of liquidity lifted all boats, will be tested next year.
Simon Doyle
Schroders
Asset Allocation

Strategist: Equities will fall 25% in 2024 (but these stocks will outperform)

Even in a world where the S&P 500 falls 20-25%, there are plenty of places for investors to make cash.
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Hans Lee
Livewire Markets
Asset Allocation

Unpacking NDIS & specialist disability accommodation | Joss Engebretsen

Murdoch speaks with Joss Engebretsen PM at Barwon Investment Partners about the Barwon Disability Accommodation Fund.
Murdoch Gatti
York Wealth Management
Asset Allocation

Why the ASX will outperform US stocks over the next 15 years

The flagship market forecast report from J.P. Morgan Asset Management reveals some fascinating calls.
Hans Lee
Livewire Markets
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