Home Wires

Asset Allocation

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

Asset Allocation

Creeping central bank divergence

Here is a look at the macro factors that drove markets in May.
Kerry Craig
J.P. Morgan Asset Management
Asset Allocation

Private debt dominance: What drives outsized yield and lower risk, and is it sustainable?

Based on recent headlines, it seems the financial news media has finally picked up on private credit. Private credit’s allure, quite simply, is its return for-risk...
Teiki Benveniste
Ares Wealth Management Solutions
Asset Allocation

Despite the appeal of passive Index ETFs, something is missing

Why an actively managed portfolio might be a better option for Listed Real Asset investors.
Ashton Reid
Martin Currie
Income Series

Cashing in on the best returns since 2011

It has been 13 years since interest rates were at the levels we're seeing today. Here's how professional wealth advisers are cashing in.
James Marlay
Livewire Markets
Asset Allocation
Sponsored

Will your clients' retirement income last their lifetime?

Zenith Investment Partners in conjunction with Andrew Lowe, Head of Technical Services, Challenger discusses in this video how guaranteed lifetime income products can...
Challenger Limited
Asset Allocation

Sitting in cash? Here's what you've missed

What you may have missed in 2024 and what you can't afford to miss in 2025, according to two financial advisers.
+3
Hans Lee
Livewire Markets
Asset Allocation

Why preparation trumps prediction to navigate interest rate uncertainty

In today’s market discourse, few topics rival the anticipation surrounding the timing of the next potential move by central banks. It’s the number one question on the...
Marc Jocum
Global X ETFs
Asset Allocation

The tactical reasons to favour emerging markets today

The current stock market’s blink-and-you-missed-it correction is a clear indication that shares remain on an upward trajectory. These rapid-fire round trips happen...
Tom Stevenson
Fidelity International
Asset Allocation

Outlook for Aussie & global growth small caps: Andrew Mitchell

In today’s ROCast Murdoch sits down with Andrew Mitchell Co-Founder at Ophir Asset Management to discuss outlook, TMDX, Life360 & more.
360
+1
Murdoch Gatti
York Wealth Management
Asset Allocation

Higher for longer rates and the outlook for the Australian equity market

Higher than expected inflation has dampened market hopes for lower Reserve Bank (RBA) policy rates later this year.
David Cassidy
Wilsons Advisory
Asset Allocation

Insights from Sunny Bangia on global markets, US housing, tech, AI & memory

Murdoch sat down with Sunny Bangia, Global PM at Blackwattle on "The Rate of Change" to discuss his global equities insights.
+8
Murdoch Gatti
York Wealth Management
Asset Allocation

The world is overweight US assets, and trillions of dollars are on the line

Investors are heavily positioned for US growth and the margin for error is now much, much lower.
Richard Rauch
Brandywine Global
The Pitch

Are the best days for traditional portfolios behind us?

Shifting market dynamics have changed what works and what doesn’t. Here’s what you need to know.
REH
+2
Sara Allen
Livewire Markets
Asset Allocation

Timing your swing

In September, we wrote a piece discussing some of the growing pains that have impacted clean energy in the last few years. (1) Despite what we believe are compelling...
Lucas White
GMO
Asset Allocation

Why the S&P/ASX 200 will rise by another 8% this year (and the 3 sectors to watch)

Plus, we nominate one sector that is due for a pullback.
+7
Cameron McCormack
VanEck
Asset Allocation

Bill Gross's top 2 dividend stocks (and how bond investors should be positioned)

Why the PIMCO founder and "King of Bonds" backs value and dividends over growth and rate cuts
+6
Hans Lee
Livewire Markets
Asset Allocation

The value investor's guide to multi-asset investing

An in-depth look at how to use valuation signals, how things are looking now, and a checklist for the best opportunities (and worst risks)
Callum Thomas
Topdown Charts
Asset Allocation

Have you been fooled by thematic ETFs?

Thematic ETFs underperform their index peers, preying on your behavioural biases
Luke Laretive
Seneca Financial Solutions
The Pitch

What you need to know about new norms for asset allocation

Is your portfolio adjusted for the modern market? All you need to know with MLC Asset Management’s Anthony Golowenko.
Sara Allen
Livewire Markets
Views from the Top

Morgan Stanley is not expecting the RBA to cut rates this year. Here's where they are investing

And where the big opportunities lie for investors beyond AI, according to Morgan Stanley Wealth Management's Alexandre Ventelon
Sara Allen
Livewire Markets
Asset Allocation

Beyond Beta: How to use alternatives to replace public equity

Secular changes affecting public equity markets and a surge in inflation have accentuated some of the vulnerabilities of public equities as an asset class. Public...
Apollo Global Management
Apollo Global Management
The Pitch

How to embrace uncertainty in your portfolio

There's a science to it.
Sara Allen
Livewire Markets
Asset Allocation

Outlook for global equities, tech, US housing, India & more | Sunny Bangia

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China
+9
Murdoch Gatti
York Wealth Management
Asset Allocation

More positive or less negative?

Central banks are more dovish and momentum strong. So, are we more positive? Less negative than more positive might be an apt description.
Lakshman Anantakrishnan
ANZ Private
Asset Allocation

The hidden costs of high dividend yields in Australia

Australian dividend yields are among the highest in the developed world. But they come at a cost: considerable sector concentration risk.
Damien Klassen
Nucleus Wealth
101-125 of 815