Home Wires

Asset Allocation

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

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
Listed Series

How to compare and select ETFs for your portfolio from a universe of 370+

Vanguard’s Adam DeSanctis and Stockspot’s Chris Brycki share their tips in this panel session for the Listed Series 2024.
Sara Allen
Livewire Markets
Asset Allocation

Unfurling the sails (a little)

Key Points: • Global economic growth has improved a little and the US economy remains very resilient. However, progress towards lower inflation has slowed. •...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Has the tide turned for value investing? | James Williamson

Murdoch speaks with James Williamson the CIO at Wentworth Williamson about investing in deep value companies and private credit.
BHP
FWD
MRM
+5
Murdoch Gatti
York Wealth Management
Asset Allocation

14 new stocks added to the ASX 300 – just 6 profitable!

300 entries suggest Uranium is the new Lithium (but buyer beware!)
+6
Chris Prunty
QVG Capital
Asset Allocation

BlackRock: AI stocks "deserve" their share price outperformance

BlackRock's global chief investment strategist Wei Li argues this year is one for the megatrends.
Hans Lee
Livewire Markets
Asset Allocation

Schroders: Lithium and rare earths stocks are now attractive (even if they aren't cheap)

Plus, a closer look at the bubble-like conditions in the US technology sector.
ALU
BHP
BLD
+6
Hans Lee
Livewire Markets
Asset Allocation

As signs of a soft landing strengthen, are these investors bullish or bearish?

Three global multi-asset investors delve into stocks and Alternatives and name their best under-appreciated opportunity
Glenn Freeman
Livewire Markets
Asset Allocation

Outlook for global miners; lithium, uranium, copper, natgas, coal & cobalt | Todd Warren

Murdoch speaks with Todd Warren, from Tribeca about Lithium, Natural Gas, Coal, Iron Ore, Steel, Copper, Uranium, Carbon Credits, & Cobalt
BHP
BOE
+5
Murdoch Gatti
York Wealth Management
Asset Allocation

What’s driving the surge in Emerging Market demand?

Emerging market economies have accelerated strongly from their cyclical trough in mid-2023. Normally, such a rise would be greeted with enthusiasm and much discussion...
Tim Toohey
Yarra Capital Management
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