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Asset Allocation

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

Asset Allocation

A forgotten asset class: The case for cash

Equities, fixed income, and alternatives tend to get all the media attention and headlines, but there's an oft-forgotten asset class that underpins most investor's...
Tony Togher
First Sentier Investors
Asset Allocation

Australia's regional renaissance is just getting started

As our crammed buses, ailing trains and clogged roads suggest, Australian cities have failed to invest at a rate consistent with our population growth. In 1998, Sydney...
Tom Forrest
Tom Forrest
APN Property Group
Expert Insights

It’s time to put some cash to work

Joe Magyer, Chief Investment Officer at Lakehouse Capital, says he always looks forward to reporting season and he is especially excited for the results about to be...
APT
Livewire Exclusive
Livewire Markets
Expert Insights

Is Amazon cheaper than Coke?

Fund managers and CEOs around the world have been adjusting their estimates and guidance in the wake of the recent volatility. As defensive stocks have come back to...
Livewire Exclusive
Livewire Markets
Asset Allocation

Coppo: Stocks that jump on results keep trending for months

Reviewing the data for the last six reporting Seasons, I consider here how stocks that were either up or down on the day of reporting subsequently traded over the...
Richard Coppleson
Bell Potter
Asset Allocation

No time to be pig-headed

The trade war is dominating headlines and shaking investor confidence in China. But as we enter Year of the Pig, it’s worth remembering this is a long-term growth...
Martin Gilbert
Martin Gilbert
abrdn
Rapid Fire

Padley: The problem with "buy and hold"

Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to...
ASX
CYB
IRE
+3
The Rules of Investing
Livewire Markets
Asset Allocation

What to do in a soft retail environment

Entering the local reporting season it’s unlikely that sentiment toward the domestic housing market could be much worse. By and large, we share the popular concerns...
Rob Tucker
Chester High Conviction Fund
Asset Allocation

6 Ways to fight Fear With Facts

You wouldn’t be human if you didn’t fear loss. Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss-aversion theory, showing that people...
Matt Reynolds
Matt Reynolds
Capital Group
Asset Allocation

How to be prepared for inevitable stock market corrections

Sharemarkets can drift seemingly higher and higher without a hitch for many years, then one day due to sudden turbulence, markets will often ‘pop’ and correct. How can...
Anton Tagliaferro
Fundamental Investment Management
Asset Allocation

Klarman, Buffett, and Beating the Market

Reading through Patrick Poke’s article yesterday analysing Seth Klarman’s annual letter for Baupost Group ("Klarman: A Buying Opportunity"), a particular passage stood...
Luke Cummings
Harvest Lane Asset Management
Asset Allocation

The beginning of the end of the bubble?

Jeremy Grantham, Co-Founder and Chief Investment Strategist at US-based $75 billion fund, GMO, has some form in calling out bubbles. So it was notable that their asset...
Alex Cowie
Alex Cowie
Asset Allocation

4 tips for a weather proof portfolio

Reading the financial press about the outlook for 2019? If so, you’ve probably got another reason to stay on holiday for as long as possible. According to some, an...
Pete Morrissey
Pete Morrissey
Dexus
Asset Allocation

The predictive power of analysing company reporting dates

With the February 2019 reporting season upon us, we were interested to see that one of the largest holdings in the AMP Capital Australian Emerging Companies Fund plan...
Matt Griffin
Maple-Brown Abbott
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 Partners
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 Asset Management
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 Partners
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
901-925 of 954