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Asset Allocation

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

Asset Allocation

To see the future - Look West!

East Coasters can learn a lot by looking West - the home of the Boom & Bust! Because West Australia's economy is typically driven by the mining sector, it is very...
GEM
Scott Williams
Fiftyone Capital
Asset Allocation

5 alternative investment options to consider

Investors have likely heard asset allocation specialists advise increasing portfolio exposure to 'alternatives' given the current market conditions. Invesco's...
Ashley O'Connor
Ashley O'Connor
Invesco
Asset Allocation

ASX drifts lower as Asian markets weigh

A weaker session today across the board with Asian markets trading in the red for much of the day, Hong Kong down around ~1.3% the hardest hit in the region while US...
BHP
OSH
James Gerrish
Market Matters
Asset Allocation

APRA Should Ignore the Big Banks on Tier 3 Capital

The article below is Narrow Road Capital's submission to the current APRA consultation process on bank capital levels. APRA has rightly recommended that the major...
Jonathan Rochford
Narrow Road Capital
Asset Allocation

Positioning for a property downturn

In early 2017 we identified debt and the unsustainably high property prices as the key risks to the Australian economy. In particular we were concerned about the...
+1
Michael Goldberg
Collins St Value Fund
Asset Allocation

Housing Cracks Present Material Opportunities

Australian house prices are falling. Credit availability is tightening. US mortgage rates are rising. These and other factors have put building materials stocks under...
ABC
BLD
CSR
+2
Adrian Lemme
Merlon Capital
Asset Allocation

Market edges higher, now approaching major resistance

The market continued its march higher today with the index opening firm before rallying into a midday high. The typical Friday afternoon lethargy then took hold and...
APT
APX
James Gerrish
Market Matters
Asset Allocation

What to hold and what to fold in the year ahead

The message for 2019 that we should take away from the volatility of 2018 is that it is going to be a year of divided outcomes. In most years, there are always enough...
Amit Lodha
Amit Lodha
Fidelity International
Asset Allocation

5 keys to investing in 2019

What a difference a year makes. 2018 began with synchronized global growth and a tax cut boost for the U.S. stockmarket, but it finished with an increasing focus on...
Paul Hennessy
Capital Group
Asset Allocation

What have we learnt from 2018? Year in review

Something unusual may have happened in 2018, and it’s not a double-digit correction in equity markets. The rare event is that for the first time in at least 25 years,...
Pengana Capital Group
Pengana Capital Group
Asset Allocation

Healthy outlook for dividend yield in 2019

Forecast for shares income, including from the banks, remains solid. For the “glass half empty” thinkers, there is plenty of bad news to focus on in 2019 – the Trump...
AWC
BHP
RIO
+2
Dr Don Hamson
Plato Investment Management
Asset Allocation

The 3 trends that matter for asset allocation

What trends will matter for asset allocation in 2019? Our Multi-Asset Solutions team share three factors that have influenced their shorter-term and longer-term asset...
Kej Somaia
First Sentier Investors
Asset Allocation

The year of investing dangerously

2018 was the year of living dangerously as far as the stock market was concerned. The year began with a bang, cheered on by the global growth squad. However, unbridled...
CSL
Jason Teh
Vertium Asset Management
Expert Insights

A cautionary tale for payday lender stocks

Factoring in environmental, social and governance into your appraisal of a company not only helps find more profitable investments, but can also help you avoid...
Livewire Exclusive
Livewire Markets
Asset Allocation

6 Common-sense rules for shorting the market

In my last Livewire post, I commented that The Vega Fund would be looking closely at economic data over the coming months to determine whether it should remain long...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital
Asset Allocation

Do you really want to set and forget?

The annual returns of investment markets are clearly positive over a long period of time, and when markets go through bad periods often the advice is to effectively...
Nick Reddaway
Nick Reddaway
Drummond Capital Partners
Expert Insights

It’s active AND passive (not active OR passive)

The debate on active versus passive has gone on for years, with many investors loyal to one camp of the other. But… Why not use both? Christian Obrist, Head of iShares...
Livewire Exclusive
Livewire Markets
Asset Allocation

The bubble in everything (and how to manage it)

There is (arguably of course) a bubble in nearly every mainstream asset class. A bubble in debt markets, a bubble in property, a bubble in equity, a bubble in private...
Jerome Lander
WealthLander
Asset Allocation

Are my investments stuffed?

Yes, your investment portfolio is quite realistically stuffed. At least in terms of being best aligned with what you need or want. At the very least, the investment...
Jerome Lander
WealthLander
Expert Insights

ETFs in times of stress

Close to US$250 billion has poured into Exchange Traded Funds (ETFs) so far this year, and this flow continues unabated. However, prominent active managers such as...
Livewire Exclusive
Livewire Markets
Rapid Fire

Another way to yield 6%

With franking credits in Labor’s sights, and half of Aussie income coming from a handful of stocks in sectors under duress, we asked Dan Pennell, Senior Portfolio...
TLS
Livewire Exclusive
Livewire Markets
Expert Insights

The five stages of a company’s lifecycle

Fund managers need a distinct and reliable process to maintain their edge and keep them ahead of the index. When we sat down with Peter Rutter, Head of Global Equities...
Livewire Exclusive
Livewire Markets
Expert Insights

Asset Allocation hasn’t mattered… but it will

A rising tide lifts all boats, and the ten-year bull market has made it more important to be in the boat than to be sailing it well. Simon Doyle at Schroders Australia...
Livewire Exclusive
Livewire Markets
Asset Allocation

Diversifying your portfolio to weather market ‘down days’

Investors received a timely reminder yesterday that equity markets do not always rise. For only the second time this year the Australian equity market fell by more...
Patrick Hodgens
Firetrail Investments
Expert Insights

Not the time for a big position in equities

We sat down with Simon Doyle, Head of Fixed Income & Multi-Asset at Schroders Australia, and asked him how he would allocate a million dollars today. In his responses...
Livewire Exclusive
Livewire Markets
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