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Asset Allocation

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

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...
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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
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
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