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Asset Allocation

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

Asset Allocation

Australian private credit is booming… What should investors look out for?

Private credit is a relatively new asset class in Australia and has grown considerably in recent years. While the private credit opportunity may be moderating in the...
Anna Kirkby
Fidante
Asset Allocation

ASX large cap resources the new home for quality earnings, says Morgan Stanley

Their main argument is that the price cycle for this sector may be more bullish and last longer than investors expect.
BHP
PDN
+6
Hans Lee
Livewire Markets
Asset Allocation

Investors have had a good 2024 - is that about to change?

If we were playing golf, we’d be taking a break at the Halfway House. So, as we head towards the end of June, it’s time to sit down with a metaphorical cup of tea and...
Tom Stevenson
Fidelity International
Asset Allocation

Building resilience: Selecting the right assets for an Alternatives portfolio

Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective. In this white paper and...
Apollo Global Management
Apollo Global Management
Asset Allocation

Why investors are increasingly drawn to impact-focused growth capital

As part of their alternatives portfolio allocations. Learn more.
Adam Tucker
Dragonfly Enviro Capital
Asset Allocation

How to invest $1 million in FY25

With the help of two expert asset allocators, Alex Ventelon from Morgan Stanley and David Cassidy from Wilsons Advisory.
Ally Selby
Livewire Markets
Asset Allocation

Innovative future of global private credit - Russel Pillemer

Join us as Murdoch sits down with Russell Pillemer, CEO of Pengana Capital Group to discuss their view on equities and private credit.
Murdoch Gatti
York Wealth Management
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
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