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Asset Allocation

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

Asset Allocation

Five reasons growth investing will meet an ugly end

Nearly 20 years after the last technology bubble, we’re in funny season again, and you don’t need to be an economics PhD to see it. Crazy valuations are being...
Jerome Lander
WealthLander
Asset Allocation

An insight into HNW portfolios

This month we provide an update on how our high and ultra-high-net-worth, family office and not-for-profit clients are invested. Importantly, we also take a look at...
Scott Haslem
LGT Crestone
Asset Allocation

The cycle grew old before it got rich

The US equity bull market has just turned the ripe old age of ten. In market years, this is considered old-age. In fact, this bull market is the oldest on record using...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Asset Allocation

Boom times are back!

In the last edition of our Hype Cycle publication on 9 January 2019 we had to put ashes on our head for not having warned of the correction in the fourth quarter 2018....
Joachim Klement
Fidante Partners
Asset Allocation

Stay long grifters, influencers and lobbyists

There have been a number of commentators who have made the point that we have inflation in things we need (housing, utilities, fruit&veg, hospital services) and...
Damien Klassen
Nucleus Wealth
Expert Insights

Applying Buffett’s “Rule 1” of investing

Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at...
Livewire Exclusive
Livewire Markets
Asset Allocation

Why now is the time for small to mid caps

With the painful Q4 2018 drawdown and subsequent sharp YTD rally in global equity markets behind us, many investors are currently thinking – where to from here? The...
Ned Bell
Bell Asset Management
Expert Insights

A financial incumbent reborn

In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change...
Livewire Exclusive
Livewire Markets
Asset Allocation

Why invest in emerging markets?

Investors typically have on hand a long list of concerns arguing against investing in emerging markets. These concerns often centre on the ability to regather capital...
Scott Haslem
LGT Crestone
Asset Allocation

What does an ALP government mean for individual investors?

Australia heads to the polls this year for a federal election, most likely on 11 or 18 May. While voting intentions tend to narrow and tilt toward the incumbent as...
LGT Crestone
LGT Crestone
Rapid Fire

Why a world of opportunity awaits bond investors

There is an amazing breadth of opportunity in global fixed income, with many investors not realizing the sheer volume of trading that takes place and the size of bond...
James Marlay
Livewire Markets
Asset Allocation

In which capital city is housing most overvalued?

On Tuesday the ABS released December quarter property price data revealing that established house prices across the nation's capitals fell by 5.5% throughout 2018,...
Angela Ashton
Evergreen Consultants
Expert Insights
Sponsored

Public markets are just the tip of the iceberg

Private markets used to be just a stepping-stone to public markets, where the really serious capital was available. However, as Frederick Pollock, MD of US-based...
Livewire Exclusive
Livewire Markets
Asset Allocation

Can Australia handle a downturn in home building?

This is the question perplexing many market commentators. There is an adjustment occurring in the residential property market. Property prices nationwide peaked in...
Tim Carleton
Auscap Asset Management
Expert Insights

Two ways to add a defensive tilt to your portfolio

Want to stay invested in shares whilst also taking a defensive position? We spoke with Nikki Thomas, Portfolio Manager at Alphinity about adding a defensive bias...
Livewire Exclusive
Livewire Markets
Asset Allocation

The case for active currency management

Financial advisers and investors may have a tendency to shy away from taking an active approach to currency management due to the perception that currency movements...
Brad Matthews
Brad Matthews Investment Strategies
Rapid Fire

Simon Doyle: Solving the portfolio puzzle

In 2007, Simon Doyle found himself in a tricky situation, confronted by a room of agitated investors. The returns of his portfolio, whilst positive, had not kept up...
James Marlay
Livewire Markets
Asset Allocation

Get ready for the reflation trade...

Chris Watling from London-based Longview Economics has been a vocal bear for some time and recently called for an Australian recession. The real question now though is...
Livewire Exclusive
Livewire Markets
Asset Allocation

Dominant themes in 5 key asset classes

Given the sudden volatility in global markets at the end of 2018, we felt it was important to meet with fund managers we currently invest in and seek out potential new...
Nick Reddaway
Nick Reddaway
Drummond Capital Partners
Asset Allocation

The morning after the night before

Fourth quarter 2018 saw the market essentially pricing in a recession via a strong risk-off sell down; economically sensitive (cyclical and financial) stocks were hit...
COH
+5
Tim Johnston
Tyndall AM
Expert Insights
Sponsored

The key to success in emerging companies

When investing in emerging companies, it’s the quality of the management team that matters above all else, says Jonathan Pearce, Portfolio Manager at the CVC Emerging...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

Hitting the sweet spot of private equity

Private equity can provide investors with uncorrelated and compelling returns and diversification benefits. This has clearly been noticed by the highly successful...
Livewire Exclusive
Livewire Markets
Asset Allocation

10 surprises for 2019

We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written...
Tony Sutton
Sintra Capital
Expert Insights

Here's why you should think twice before selling

It’s never been easier to trade. It’s cheaper than ever, you have unlimited access to information, and you can execute a trade from the device sitting at your...
Livewire Exclusive
Livewire Markets
Asset Allocation

Another way to diversify your portfolio

We are no longer as reliant on traditional, finite energy sources as we once were. Instead, the world is shifting towards alternative and renewable sources of...
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