Asset Allocation

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...

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...

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...

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...

With challenges for equity markets rising, even a defensively positioned balance fund, with just 45-50% equity exposure could struggle to deliver positive returns,...

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were...

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...

For Australians with a mortgage, there’s a good chance life is feeling somewhat tougher – and for good reason. For one thing, mortgage rates are increasing....

In the first half of 2018, we have seen volatility return to markets, a breach of the much anticipated 3% handle for 10-year US Treasuries, and an agreed summit...

What does the new financial year hold for investors? We asked a panel of nine respected managers from across the markets for the 5 key issues for FY19. Read on for the...

While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment...

In emerging markets, there’s a small group of Chinese technology businesses that get all the attention. These firms make up a large part of the emerging markets index...

The Dow Jones’ 2-day, 1,800-point correction, left many investors scrambling for ideas on Monday and Tuesday. By 10:30am Wednesday, many stocks had recovered close to...

(Ed note: First published December 2017): At the start of December we asked 13 contributing Fund Managers for their ‘number one call for 2018’, for our new Livewire...

This month will mark 30 years since I started working in financial markets. While I don’t remember exactly what happened on my first day, I do remember being...

For many investors Paradice Investment Management is synonymous with high-performing small cap funds. What most wouldn’t know is that Paradice is also home to an...

With markets currently nervous and also expensive, we reached out to a panel of fund managers to ask: “What strategies or techniques allow you to remain invested even...

Property has had a stellar run in the last few years; the ASX 200 A-REIT Index is up 40% over three years compared to the broader ASX 200’s 10%. Meanwhile, surging...

The second half of 2016 was dominated by a recovery in global growth and an uptick in inflation, a reflationary outcome that was a major turnaround from the...