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Asset Allocation

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

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
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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
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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
Asset Allocation

Outlook for Aussie equities, gearing & activist ownership | Vince Pezzullo

Murdoch sits down with Vince Pezzullo Head of Aus Equities at Perpetual. We discuss Ozempic impact on healthcare, FLTR, IAG, WOW, BSL & more
CSL
GMG
+6
Murdoch Gatti
York Wealth Management
Asset Allocation

Where to invest if the RBA does or doesn’t cut interest rates

In a confusing and divided economic cycle, we hope this matrix will help make your investing journey easier!
Hans Lee
Livewire Markets
Asset Allocation

Mortgage vs investing: Which is better?

The Great Australian Dream is harder to achieve than ever - but is it really the better way of using your money?
Patrick Poke
Patrick Poke
Betashares
Asset Allocation

Have your cake and eat it too via venture debt: Jason Edwards

Murdoch speaks with Jason Edwards, CEO of January Capital, about venture debt and their unique database "Alternatives.pe"
Murdoch Gatti
York Wealth Management
Asset Allocation

Interest rate cuts during a bubble? Buy stocks and copper says this major broker

Rate cuts into bubbles? Rather than run for the risk-aversion hills, Citi loves the smell of irrational exuberance in the morning!
Carl Capolingua
Livewire Markets
Asset Allocation

Diversification is the only free lunch in finance

JP Morgan thinks the market is frothy. Goldman Sachs says valuations are justified by fundamentals. The fact that there’s still disagreement is encouraging. Bull...
Tom Stevenson
Fidelity International
Listed Series

An alternative to index chasing for objective-based investors

Sometimes, the specific needs of an investor are more important than the ability to beat a benchmark. For that, Schroders has created GROW.
Chris Conway
Livewire Markets
Listed Series

How Schroders would put $1 million to work in multi-asset investing right now

Sebastian Mullins, Head of Multi-Asset Australia at Schroders, shares how $1 million would be allocated in the market right now via GROW.
Chris Conway
Livewire Markets
Asset Allocation

Renewable energy, batteries, childcare, NDIS & private equity | Cameron Brownjohn

Murdoch speaks with Cameron Brownjohn the CEO at Federation Asset Management about investing in mid-tier Australian private equity.
Murdoch Gatti
York Wealth Management
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