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Asset Allocation

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

Asset Allocation

Why we're continuing to add stocks and credit to portfolios in 2025

2025 should be another good year for risk assets: Moderate growth and disinflation support elevated valuations.
Alexandre Ventelon
Morgan Stanley Wealth Management
Asset Allocation

Multi-Asset 2025 Outlook: Will growth Trump inflation?

The incoming Trump administration’s pro-growth policies may be about to put the US Federal Reserve in a very tight spot.
Sebastian Mullins
Schroders
Asset Allocation

Emerging Markets: On the cusp of a renaissance

Emerging markets, home to 80% of the world's population, are poised for growth with nearly 2 billion people expected to join their formal economies over the next...
Lazard Asset Management
Lazard Asset Management
Asset Allocation

9 "sensibly priced" investment ideas for 2025

Plus, why investors will have to question whether Donald Trump's pro-growth policies are really pro-inflation ones.
Hans Lee
Livewire Markets
Asset Allocation

"It's tricky": Why Morgan Stanley is holding firm to "underweight" ASX banks call in 2025

Its model portfolio may have underperformed the benchmark by 2.25%, but Morgan Stanley's sell-side team are holding firm to their call.
BHP
+8
Hans Lee
Livewire Markets
Asset Allocation

Unlocking value beyond consensus in gold, energy & consumer staples | Michael Goldberg

Hear Michael, Co-Founder of Collins St AM, explain how hands-on research & real-world insights uncover hidden value in Aussie equities.
BPT
CSR
+9
Murdoch Gatti
York Wealth Management
Asset Allocation

Nothing could possibly go wrong

We could see a narrowing of returns across market sectors as more expensive areas of the market grow into their multiple.
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Which is better for your portfolio: Gold or Bitcoin?

Bitcoin prices are surging, gold prices (after surging all year) appear to be faltering. So, which is the better bet for your portfolio now?
+3
Carl Capolingua
Livewire Markets
Asset Allocation

How crowdfunding is reshaping VC & real-estate | Steven Maarbani

We discuss the evolution of crowdfunding, the VentureCrowd platform & how the digitisation of VC & Property may be the future of investing!
4DX
Murdoch Gatti
York Wealth Management
Asset Allocation
Sponsored

Allocations to private markets are increasing

Since 2018, the private markets sector AUM has grown by almost 20% per annum, reaching $13.1tn as of 30 June 2023(1). In Australia, private markets continue to thrive...
Fidante .
Fidante
Asset Allocation

6 bonkers stats revealed in Warren Buffett’s latest stock selling spree

Warren Buffett's swelling cash pile reaches US$325 billion. So what does it suggest?
+5
Hans Lee
Livewire Markets
Asset Allocation

Nicholas Chaplin | Generating income with hybrid securities

Nicholas shares his thoughts on how Hybrids have evolved from 1990s, to the notable CBA PERLS, to where we are today & role of secondaries.
+6
Murdoch Gatti
York Wealth Management
Alternatives in Focus

How you can have higher returns and lower volatility in your portfolio

Ahead of Livewire's Alternatives in Focus series for 2024, I revisit this asset class and the benefits it can offer in a portfolio.
Sara Allen
Livewire Markets
Asset Allocation

The Australian asset class offering "very good value" right now, according to JPMorgan AM

Plus, why Chinese stimulus announcements may not lead to the same gains the Australian stock market saw in 2008.
Hans Lee
Livewire Markets
Asset Allocation

Bullish investor sentiment is up the most in 4 years. Here's what caused it

...and everyone is piling into stocks as a result.
Hans Lee
Livewire Markets
Asset Allocation

Navigating lending in agriculture, resources, commercial property & hard assets | Adrian Redlich

Join us & hear Adrian Redlich CEO of Merricks Capital unpack lending against hard assets, their recent acquisition by Regal partners & more!
Murdoch Gatti
York Wealth Management
Asset Allocation

SMSFs and the property boom: rebalancing for a more secure future

Read how SMSF trustees can potentially reduce the risk of equity losses during periods of downturn in either property or stock markets.
Simon Arraj
Vado Private
Asset Allocation

What do falling rates mean for Private Markets?

With Jerome Powell of the Federal Reserve recently confirming that, “The time has come for policy to adjust,” here are a few things to keep in mind about how falling...
Teiki Benveniste
Ares Wealth Management Solutions
Livewire Live

Building a robust portfolio from the best ideas of Livewire Live 2024

We ask two leading asset allocators hey they are shaping portfolios in the current market.
Hans Lee
Livewire Markets
The Pitch

The infrastructure stock with better earnings growth potential than Transurban

Where Resolution Capital's Sarah Lau is seeing high-quality, attractively valued investments.
TCL
Sara Allen
Livewire Markets
Asset Allocation

Your portfolio may not be as well diversified as you think – Part 2/2

But good news - it's not that hard to fix.
Sebastian Ferrando
Koda Capital
Asset Allocation

How BlackRock is investing in a volatile world (and 3 asset class examples)

BlackRock believe investors will need to be more intentional and dynamic in their approach to coming markets.
Sara Allen
Livewire Markets
Asset Allocation

Your portfolio may not be as well diversified as you think – Part 1/2

But good news - it's not that hard to fix.
Sebastian Ferrando
Koda Capital
Asset Allocation

How your portfolio should be positioned entering the Fed's first rate cut

Rate cuts are coming. The Fed needs to get ahead of the curve but the economy is slowing rapidly. That leaves risks elevated for investors.
Isaac Poole
Ascalon Capital
Asset Allocation

The ‘other’ sector hiding in plain sight

IT is not the only sector holding up share markets, and this one is under-represented in broad benchmarks.
Arian Neiron
VanEck
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