Home Wires

Asset Allocation

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

Asset Allocation

Why Aviva Investors is long US equities, underweight EM

After starting 2019 with a decisively risk-on view in equities, global asset manager Aviva Investors has scaled back its preference for the asset class and taken its...
Nick Grove
Nick Grove
Livewire Markets
Asset Allocation

Why 1pc won’t do it

The RBA cut official interest rates for the second consecutive month last week. The objective is to reduce excess capacity in the labour market and generate inflation....
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

Webinar: Building a diversified income strategy

Welcome to today’s webinar, where two wealth managers will explain how they go about building a diversified income strategy. The recent interest rate cuts from the...
James Marlay
Livewire Markets
Expert Insights

Market trends to watch as we approach 2020

High valuations currently persist in both equities and bond markets, with the latter indicating that a recession is imminent and the former suggesting that the bulls...
Livewire Exclusive
Livewire Markets
Asset Allocation

Desperately seeking hedges

While the future correlation structure of asset classes sounds rather pedestrian, it is in fact key to the outcomes for diversified long-term multi-asset portfolios...
Nick Morton
Nick Morton
Resonant Asset Management
Asset Allocation

Stay invested but prepare to be nimble

As we think about asset allocation through the remainder of 2019 and into 2020, there are four clear themes that investors should consider. Despite an incredibly...
Raf Choudhury
Raf Choudhury
State Street Global Advisors
Asset Allocation

What bond markets are really telling politicians

Bond markets look like they are pricing disaster, while equity markets are pricing an extended boom. But maybe there is a more nuanced message in there, the same one...
Damien Klassen
Nucleus Wealth
Asset Allocation

The Australian economy is not bulletproof

RBA Governor Philip Lowe set a new bar for transparency in May, giving a strong signal in his comments that the RBA was poised to ease rates and delivered on this with...
Simon Doyle
Schroders
Asset Allocation

Monetary policy and navigating by the stars

The Reserve Bank has been doing some stargazing lately. Not the kind that sit high in the sky but rather the kind that help it determine how tight or how loose...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

Key themes from 68 fund manager meetings

In our last wire, Dominant themes in 5 key asset classes, we highlighted the conservative stance most managers had taken following the extreme volatility during the...
ALU
APT
APX
+2
Nick Reddaway
Nick Reddaway
Drummond Capital Partners
Asset Allocation

Continued AUD weakness delivers strong and positive currency effects for unhedged investors

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the outperformance of domestic assets despite losses in global equity markets and rising...
Jay Kumar
Foresight Analytics
Rapid Fire

Credit Suisse unveils the ABC portfolio

Despite a 17 per cent drawdown in the wake of the GFC, Andrew McAuley the CIO at Credit Suisse, says it took just 12 months to for their portfolios to bounce back. Not...
James Marlay
Livewire Markets
Asset Allocation

Macro in action: Investing for today’s economy

While speculating on the future direction of interest rates, currencies, and monetary policy can generate great headlines, it often raises the question; ‘what does...
Patrick Poke
A Rich Life
Asset Allocation

What the asset allocation scorecard is telling us right now

It has been a big few weeks for financial markets. From the escalation and then de-escalation of the trade wars (Mexican tariffs on, then off), to deteriorating...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

Benefits of objective-driven model portfolios

Model portfolios are a predetermined combination of funds designed to meet the needs of a broad group of investors. Some providers define...
Matt Reynolds
Matt Reynolds
Capital Group
Expert Insights

How to make the most of your investment "bandwidth"

Amid rising market volatility and increasing global uncertainty it makes sense for investors to prepare themselves to take a more active approach, which is one of the...
Livewire Exclusive
Livewire Markets
Asset Allocation

Benefits of owning private equity in volatile times

Renewed market volatility has been unleashed again. This time in the wake of a single Sunday night tweet in early May. Trade talks between the US and China have broken...
Scott Haslem
LGT Crestone
Asset Allocation

The message on the street

The bond market has been telling us for a while all is not well with the US economy. An escalation in trade tensions between the US and China, the US and Europe, the...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Expert Insights

How to find recession-proof assets

Fixed-income investors currently find themselves in a low-yield world and it looks like this will be the case for some time. Given this environment, it will be...
Livewire Exclusive
Livewire Markets
Asset Allocation

Australia still the one - but no time for complacency

We recently moved to reduce the amount of risk in our model portfolios. This followed the escalation in US-China trade tensions after President Trump increased the...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

An alternative take on fixed income

Over the past 30 years, traditional fixed income investors have benefited from the tailwind of falling rates and a long-term bull market for bonds. However, with...
Simon Petris, PhD
Revolution Asset Management
Expert Insights

How to construct a portfolio using 3 segments

Fund managers all have their own individual processes when it comes to selecting investments. Some will be bottom up, others top down. Jordan Cvetanovski, Portfolio...
Livewire Exclusive
Livewire Markets
Asset Allocation

Time to check your airbags

I recently checked the quality of my cars’ airbags. The exercise was simple, fast and provided immediate comfort that my car would be safe when faced with treacherous...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

Risk parity - model or myth?

On a recent visit to one of the external managers of our 5 Oceans Fund we asked them for their biggest market worry. The rise of risk parity strategies was the...
Stephen Bennie
Castle Point Funds
Asset Allocation

Concentrate in equities, not bonds

One of the questions I’m often asked is why should I invest in a corporate bond fund when I can buy individual bonds directly? We do it with shares all the time, why...
Tracey McNaughton
Tracey McNaughton
Escala Partners
726-750 of 830