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Asset Allocation

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

Asset Allocation

Where to for big tech, chip makers, AI & Life sciences? | Michael Frazis

Michael & I discuss a variety topics, from his fund’s 80% performance this year to his thoughts on navigating the tech & biotech sectors.
DRO
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Murdoch Gatti
York Wealth Management
Asset Allocation

A guide to investing in the new normal

Schroders' Sebastian Mullins argues we should get used to higher inflation but in the meantime, these are the assets he likes.
Sara Allen
Livewire Markets
Asset Allocation

Forging a next-gen family office whilst honouring legacy | Bo Zhuang

Murdoch speaks with Bo Zhuang, Initium; Hayson & Huang Family Office about working with UHNW families, Commercial Property & Private credit.
Murdoch Gatti
York Wealth Management
Asset Allocation

How do safe haven assets perform in a crisis?

I’m more interested in safe-haven investments than I used to be. And it’s not just that I’m into my sixties now, although clearly that is a part of it. More than just...
Tom Stevenson
Fidelity International
Asset Allocation

The research-backed alternative for allocating your investments

The data suggests there may be value in spreading your investments in a more equal way, rather than simply weighting by market cap.
Sara Allen
Livewire Markets
Views from the Top

The 2 reasons why Lazard's Ron Temple would still buy stocks over bonds

Ron Temple, Lazard's Chief Market Strategist, is doubling down on a view he shared with us six months ago.
Hans Lee
Livewire Markets
The Rules of Investing

What happened to that recession we were promised?

Sebastian Mullins shares why the current environment is more normal than investors have seen in the past decade and how to invest in it
The Rules of Investing
Livewire Markets
Asset Allocation

The undervalued sector that provides defensive diversification for investors

With volatility persisting investors may want to consider this defensive sector, supported by valuations and long-term growth drivers.
Alice Shen
VanEck
Asset Allocation

How passive investing is making markets more volatile - and what to do about it

Markets have undertaken a remarkable round-trip over the past three weeks, leaving many investors back precisely where they started. Had they done what we all should...
Tom Stevenson
Fidelity International
Asset Allocation

$6.3 billion has flown into this asset class so far in 2024

Fund flow data shows investors have an insatiable appetite for one asset class (hint: It’s not equities)
Sara Allen
Livewire Markets
Asset Allocation

Why super and growth assets like shares really are long term investments

The best approach is to simply recognise that occasional sharp falls in share markets and hence super funds are normal.
Shane Oliver
AMP
Asset Allocation

Bumps in the road

Volatility has reappeared in markets after a period of calm.
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Why you can't wait for rate cuts to start investing in REITs

After a slew of favourable economic data points, global central banks appear to be at the beginning of an interest rate easing cycle.
Chris Bedingfield
Quay Global Investors
Asset Allocation

Fundies are selling stocks in droves. Here's where they are allocating instead

The markets may be shaken, but they're not stirred (yet), says Michael Hartnett of Bank of America.
Hans Lee
Livewire Markets
Asset Allocation
Sponsored

Benefits of a blended retirement portfolio

Discover the benefits of a blended retirement portfolio with insights from our latest Mercer report. Learn how integrating CPI-linked lifetime annuities can increase...
Challenger Limited
Asset Allocation

Funding the entire lifecycle of real estate projects | Melissa Hosgood

Murdoch speaks with Melissa Hosgood, MD Labassa Capital about investing & lending in commercial property, land subdivision, industrial.
Murdoch Gatti
York Wealth Management
Asset Allocation

Where this $150 billion manager is finding the best opportunities right now

MLC Asset Management recently toured the east coast of Australia to share market views and asset allocations. Here are the highlights.
Chris Conway
Livewire Markets
Asset Allocation

4 reasons why income investors should look to stocks and bonds (not cash)

Plus, a look into where we are finding opportunities across global markets with this mission in mind.
Schroders Australia
Schroders
Asset Allocation

Next eSports boom backed by royalty

The eports growth engine is just warming up. Here we unpack some of the opportunities for investors.
Alice Shen
VanEck
Asset Allocation

Still on Track

Key Points:  Markets have risen very strongly in the first half of this year; with tech companies being a key contributor. Though risks remain, we think the most...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Unpacking titanium, healthcare, Japan, & resources | James McDonald

Murdoch sat down with James McDonald, PM at Pengana. We discuss key sectors, including healthcare, titanium, Japan, resources and more.
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Murdoch Gatti
York Wealth Management
Asset Allocation

What investors can do if we don’t get a soft landing

Markets are hoping for a soft landing, but they are notoriously rare. I take a look at whether we will get one, and what to do if we don't.
Isaac Poole
Ascalon Capital
Views from the Top

High-quality, defensive equities a hunting ground for this multi-asset investor

Elston Asset Management co-founder and PM, Bruce Williams, shares insights from his near 30 years in markets in this Views From the Top.
RMD
Chris Conway
Livewire Markets
Rapid Fire

There’s plenty of opportunity in the less sexy parts of the market (if you're willing to look)

Elston Asset Management co-founder, Bruce Williams, shares his hot take in the following Rapid Fire- ahead of a Views From the Top interview
Chris Conway
Livewire Markets
Asset Allocation

Unpacking titanium, healthcare, Japan, resources & more | James McDonald

Murdoch sits down with James McDonald, Co-PM for Pengana’s High Conviction Fund to discuss Titanium, Resources, Japan, Healthcare & more!
CSL
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Murdoch Gatti
York Wealth Management
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